Welcome to PlanrLyst. This quickstart guide will take you from creating your account to scheduling your first post in under 15 minutes.
Step 1: Create Your Account (2 minutes)
- Go to planrlyst.com/signup
- Sign up with your email or Google account
- Every new account includes a 7-day free trial of Starter features — no credit card required
Step 2: Complete Onboarding (3 minutes)
After signing up, you'll be guided through a quick setup:
- Profile — Add your name and avatar
- Workspace — Name your workspace (e.g., "My Brand" or "Client: Acme Co")
- Platforms — Connect your social media accounts
- Plan — Choose your plan (Free, Starter, or Pro)
Connecting Platforms
PlanrLyst supports 9+ platforms:
- Instagram (Business/Creator account required)
- TikTok
- YouTube
- Facebook (Page)
- LinkedIn (Personal or Company)
- X/Twitter
- Threads
- And more coming soon
For each platform, click Connect and follow the OAuth flow. You'll be redirected back to PlanrLyst once connected.
Step 3: Explore Your Dashboard (2 minutes)
Your dashboard is your command centre. Here's what you'll find:
Sidebar Navigation
- Publish — Your content calendar (month/week/day views)
- Composer — Create and draft new posts
- Ideas — Save inspiration and content ideas
- Analytics — Track performance across all platforms
- Inbox — Manage comments and messages
- Tasks — Your content production to-do list
- Library — Store and organise media assets
- Creator Hub — Templates, AI briefs, hashtag tools, and post previewer
Top Bar
- Search — Find any post, idea, or task
- Notifications — Stay updated on post status and team activity
Step 4: Create Your First Post (5 minutes)
Option A: From the Calendar
- Click on any date in the Publish calendar
- Select New Post
- Write your caption, add media, and choose your platforms
- Set the date and time
- Click Schedule
Option B: From the Composer
- Click Composer in the sidebar
- Write your post content
- Use the Post Previewer to see how it'll look on each platform
- Select platforms and schedule time
- Click Schedule
Option C: With AI Assistance
- Open the Composer
- Click the AI button
- Enter a brief description of what you want to post
- PlanrLyst's AI will generate a caption using your brand voice
- Edit, refine, and schedule
Step 5: Schedule Your Post (3 minutes)
Once your post is ready:
- Choose platforms — Select which connected accounts to publish to
- Set date and time — Pick when you want it to go live
- Review — Use the platform preview to check formatting
- Schedule — Hit the button and you're done
Your post will appear on your calendar with a status indicator:
- 🟡 Scheduled — Queued and ready to publish
- 🟢 Published — Successfully posted
- 🔴 Failed — Something went wrong (check the error for details)
What's Next?
Now that you've scheduled your first post, here's what to do next:
This Week
- [ ] Schedule 5 more posts to build your queue
- [ ] Save 10 content ideas in the Ideas vault
- [ ] Explore the Creator Hub for templates and AI briefs
This Month
- [ ] Set up your brand voice profile for AI-generated captions
- [ ] Check your analytics dashboard after your first 7 days of posts
- [ ] Try the content calendar template for a full month of planned content
Ongoing
- [ ] Review analytics weekly
- [ ] Batch-create content every week
- [ ] Use the task manager to stay on top of your content pipeline
Need Help?
- Help Centre: helpcenter.planrlyst.com
- Community: Join our creator community for tips and support
- Email: hello@planrlyst.com
Tips for Getting the Most Out of PlanrLyst
- Use the calendar view — Seeing your content laid out over a month helps you spot gaps
- Batch your work — Create a week's worth of content in one session
- Set up brand voice — AI captions will sound like you, not a robot
- Check analytics weekly — Data-driven decisions lead to faster growth
- Use the Ideas vault — Never lose an idea again. Save it instantly from anywhere in the app.
You're all set. Welcome to PlanrLyst — let's build something great together.