Welcome to HeyOrca! This article covers how to set up your first calendar on your trial, and get your first post created and scheduled!
Table of Contents
Set up your account
Create your first post
You can refer to our handy video guide below or scroll down for a step-by-step guide!
Set Up Your Calendar and First Post (Video)
Set up your account
Step 1: Enter in your first and last name to set up your account
Step 2: Enter your company name
Here's where you can enter your company name and details to finish set up your account!
Step 3: Enter your calendar's name
Your calendar is your content planning and scheduling dashboard, where you can manage all of your posts. Here, you can enter the name you'd like to give your calendar! This can be your client's brand name, company name, or anything else you'd like!
Step 4: Connect your first account
After entering your calendar name, you'll be prompted to connect your first account. Select the blue connect button to choose a channel type.
You'll need to ensure that you have the required access to the account you're trying to connect.
Facebook: be an admin/owner with full control
Instagram: the account will need to be set to a Business or Creator profile and connected to a Facebook page where you’re an admin/owner with full control
LinkedIn Company: be a content admin or a super admin
YouTube Shorts: be an owner of the account
TikTok, X, LinkedIn Personal, Instagram Personal, Google My Business, Pinterest - must be logged in to the account you are trying to connect to HeyOrca in your browser
Once your account is connected, you can add additional accounts, or proceed to planning your first post!
Create your first post
Now that you've gotten your account connected, you'll be brought to the post creation and preview page. Here's where you can add your posts media and captions, hashtags, and select a scheduling time!
ProTip: Use our AI Caption generator to easily create smart captions in seconds!
Once you've added in your desired information including your post media, caption, and anything else you'd like to include, you can schedule your post for publishing.
To schedule the post at your chosen time, set the post-stage to Approve.
Once approved, your post will be published at the selected time.
If you'd like to schedule the post for approval by your team, you can use the Awaiting Approval stage. Click here to learn more about our multi-approval process!
To publish the post instantly, select Publish Now!
Once your post has been scheduled successfully in your calendar, it will publish automatically at the designated time!
When your post has been successfully published, you'll see it indicated by the blue Published stage. You can also visit the published post directly on the platform by pressing Visit Post!
