Set Up Your Social Media

Social media is one of the best ways to stay visible and build trust with potential customers. Your BrandPack comes with ready-to-use templates and a built-in scheduler to help you post consistently, without spending hours every week.

In this guide, you’ll:

  • Access and customize your post templates using Canva
  • Connect your social media accounts to the system
  • Create and schedule posts to keep your content flowing

Let’s get your social setup in place so you’re ready to show up where your customers are.

Access and Edit Your Social Media Templates

Your BrandPack includes a full set of editable social media graphics, all created in Canva.

  1. In your dashboard or welcome email, click the “Social Templates” link.
  2. Open in Canva and click “Use Template” to make your own version.
  3. Customize:
    • Your logo, colors, and contact info
    • Any headlines or service names
    • Swap in real photos of your work if you have them

Download your finished images to upload into your post planner.

💡 Tip: Keep your brand consistent across every post by using the same colors and voice throughout.

Connect Your Social Media Accounts

To schedule and publish posts, you’ll need to connect your accounts.

  1. Go to Marketing → Social Planner → Settings.
  2. Click “Connect Account” and log in to each platform:
    • Facebook (Business Page)
    • Instagram
    • Google Business Profile (optional)
  3. Authorize the connection and verify your accounts are linked.

📌 Only pages (not personal profiles) can be connected, so make sure your business pages are set up.

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Create and Schedule Posts

Now that your templates are ready and your accounts are connected, it’s time to post.

  1. Go to Marketing → Social Planner and click “Create New Post”.
  2. Upload your images and write a short caption.
    • Include a CTA like “Book Now” or “Call Today”
    • Add hashtags if they’re common in your industry
  3. Choose the platforms to post on and either:
    • Post immediately
    • Schedule for later (great for batching a week at a time)

🧠 Consistency beats perfection, even 2–3 posts per week helps keep you top-of-mind.

Related Guides

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You’re Social-Ready

With your templates branded, accounts connected, and first posts scheduled, you’ve got everything you need to start growing your online presence.

Action Plan

What’s Next?

  1. Schedule your first week of posts to keep momentum going.
  2. Watch for engagement — respond to comments and messages quickly.
  3. Move on to the final setup step: Testing + Launch.

Need help writing captions or tweaking your design? Just reach out.

Frequently Asked Questions

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