How to Create and Schedule a Social Post in Go High Level’s Social Planner

Connecting your accounts is just the start—now you’re ready to craft and share content effortlessly. As a loan officer, leveraging social media to highlight client testimonials or market insights can provide credibility and foster trust. Let’s walk through how to create and schedule a social post using Go High Level’s Social Planner.

Step‑by‑Step: Crafting and Scheduling Your Post

1. Access the Social Planner
   Go to Marketing > Social Planner, and you’ll see your connected accounts displayed.
   👉 https://help.gohighlevel.com/support/solutions/articles/155000005063-getting-started-setup-social-planner
   �� https://help.gohighlevel.com/support/solutions/articles/48001240398-how-to-use-the-instagram-story-post-composer-in-social-planner

2. Start a New Post
   Click on New Post > Create New Post to begin composing.
   👉 https://help.gohighlevel.com/support/solutions/articles/155000005542-social-planner-advanced-csv-for-bulk-scheduling

3. Select Your Target Platforms
   Choose the accounts where you want your post to appear—whether it's just Instagram, Facebook, YouTube, or multiple platforms at once.
   👉 https://help.gohighlevel.com/support/solutions/articles/155000005063-getting-started-setup-social-planner
   �� https://help.gohighlevel.com/support/solutions/folders/48000684282/page/2

4. Upload Your Media
   Click the video or image icon to add content. (In the transcript, the example uses a video testimonial from Matthew Collette.) You can also upload images or video files directly within the composer.
   👉 https://help.gohighlevel.com/support/solutions/articles/155000005063-getting-started-setup-social-planner

5. Add Your Caption or Copy
   Type your message to accompany the media. If desired, you can use GHL’s AI Improve Writing tool to generate or polish your copy—note that it may incur additional costs.
   👉 https://help.gohighlevel.com/support/solutions/articles/48001240398-how-to-use-the-instagram-story-post-composer-in-social-planner
   �� https://help.gohighlevel.com/support/solutions/articles/155000000624-how-to-customize-post-for-each-socials-

6. Review Platform‑Specific Presentation
   Preview how your post appears on each channel. For example:

   • Instagram: Post as a Reel

   • YouTube: Select "Shorts" and add a title

   • The layout preview on the right shows how formatting looks per platform
     👉 https://help.gohighlevel.com/support/solutions/articles/155000001620-share-your-reviews-as-posts-on-social-media-using-social-planner
     �� https://help.gohighlevel.com/support/solutions/articles/155000002838-schedule-your-youtube-shorts-and-videos-in-social-planner

7. Finalize and Schedule
   Once everything looks good, choose whether to:

   • Save for Later (as a draft)

   • Schedule the Post immediately (select date and time)
     👉 https://help.gohighlevel.com/support/solutions/articles/155000005063-getting-started-setup-social-planner
     �� https://help.gohighlevel.com/support/solutions/articles/48001240398-how-to-use-the-instagram-story-post-composer-in-social-planner