Getting started checklist for new users

A short checklist to help new SocialBu users set up their account, connect channels, schedule posts, and start using key features.

Written By Usama Ejaz

Last updated About 9 hours ago

Welcome to SocialBu. This checklist will help you set up the basics and start managing your social media from one place.

1. Create and review your account

Sign in to SocialBu and check your account details. Make sure your name, email address, password, and basic settings are correct before you start inviting others or connecting social accounts.

2. Connect your social accounts

Connect the social profiles, pages, or groups you want to manage. After connecting them, confirm that each account appears in SocialBu and is available in the post composer.

3. Create your first post

Open the post composer, choose one or more accounts, add your content and media, then either publish now, schedule for later, save as a draft, or add it to a queue.

4. Review your calendar

Use the calendar to check what is scheduled across your accounts. This helps you avoid gaps, overlaps, and accidental duplicate posts.

5. Invite your team if needed

If you work with other people, create a team and invite members. Give each person the permissions they need so they can help without sharing social media passwords.

6. Explore the main features

  • Publish & Schedule: Create, schedule, queue, and bulk import posts.

  • Respond / Inbox: Manage incoming conversations from connected accounts.

  • Analyze & Reports: Review performance and understand what is working.

  • Automate: Save time with RSS, message, post, and webhook automations.

  • Generate & AI: Create captions and content ideas faster.

Recommended next step

Start with one connected account and one scheduled post. Once that works smoothly, add more accounts, invite your team, and set up automations.