Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

How To Use Planoly on the Mobile App (Beta)

This guide walks you through how to use the Planoly mobile app to plan, create, and manage your social content on the go. Whether you're scheduling posts, organizing your media, or keeping tabs on what's live. Here's everything you need to know.

Where do I get the app?

Android: Download the latest Planoly app directly from the Google Play Store. Search for "Planoly," install it, and log in with your Planoly account credentials. Updates on and after launch day will be available directly through Google Play.

iOS: The updated Planoly app isn't available on the App Store yet. iOS Beta users need to install it via TestFlight instead — see How to Get the Updated Planoly App on iPhone (via TestFlight) for step-by-step instructions.

Navigating the App

Bottom Navigation Bar

The bottom navigation bar is your main way to move around the app. It has five tabs:

  • Grid (squares icon) — Your main planning view. See your content across your workspace.
  • Calendar (calendar icon) — View your scheduled and published posts by date.
  • + (plus button) — Create a new post, placeholder, or note.
  • Media Library (folder icon) — Access and organize all your saved media, notes, and links.
  • Profile (person icon) — Manage your account settings, billing, notifications, and more.

Top of Screen

  • Workspace icon (top left) — Tap your profile icon to switch between workspaces or view the channels in your active workspace.
  • Filter/settings icon (top right, sliders) — Opens View Settings to filter posts by status or channel.
Switching Workspaces

Tap the profile icon in the top left corner of the main screen to open the Workspace panel. Here you'll see:

  • Your active workspace (marked with a checkmark)
  • All channels connected to that workspace, including their connection status (e.g., Reminder-only, Needs refresh, Not connected)
  • A Switch Workspace section at the bottom to move between your other workspaces

Tap Manage in the top right of this panel to edit your workspace settings. To add or remove workspaces, or to make billing changes, log in on the web at planoly.com.

Note: To manage Social Sets or make changes to connected channels, we recommend doing this from the web app at planoly.com.

Viewing Your Content

Instagram Planner Tab (Instagram icon)

The Instagram Planner tab shows a visual grid of your planned Instagram content. From here you can:

  • Switch between Grid, Reels, and Stories views using the sub-tabs at the top
  • Tap any post to open and edit it
  • See placeholder and draft posts alongside scheduled and published content

List View Tab (lines icon)

The List View shows all your posts in a chronological feed. Each post displays:

  • Status badge — Draft, Scheduled, Published, or Failed
  • Channel icon(s) — Which social channels the post is going to
  • Date and time
  • Caption preview
  • Thumbnail

Multi-View Tab (grid squares icon)

The Multi-View displays posts in a two-column grid layout, giving you a broader visual overview of your content across channels.

Filtering Your View

Tap the filter icon (sliders) in the top right to open View Settings. From here you can filter by:

  • Post status — All posts, Draft, Scheduled, Published, or Failed
  • Channels — View posts for all channels or filter to a specific one
  • Planoly status icons — Toggle on or off to show/hide status badges on grid thumbnails
Creating a Post

Tap the + button at the bottom center of the screen. You'll see three options:

  • Note — Add a planning note to your calendar
  • Placeholder — Reserve a spot in your grid without media
  • Post — Create a new post with media

Setting Up Your Post

When you tap Post, the post creation screen opens. Here's how it works:

1. Select your channels

At the top of the screen, you'll see your connected channels. Tap a channel icon to add or remove it from this post. You can post to multiple channels at once. Channels are grouped as:

  • My linked channels — Fully connected and eligible for auto-post
  • More channels (Reminder only) — Connected for scheduling reminders but not auto-post (e.g., Twitter/X, Threads, Amazon)

Tap the + button on the left to add more channels.

2. Choose your post type

For Instagram, tap the dropdown next to the Instagram icon to choose between Post/Reel. Other channels will follow their own format.

3. Add media

Tap the media upload area to add photos or videos. You can upload up to 10 items per post. Supported formats: JPG, PNG, MP4, MOV.

When you tap the upload area, a Choose source sheet will appear with the following options:

  • From library — Choose from your Planoly Media Library
  • Camera roll — Select from your device's photos and videos
  • Camera — Take a new photo or video
  • Stock media — Browse free stock content powered by Dupe (requires opt-in)
  • Dropbox — Import from Dropbox
  • Google Drive — Import from Google Drive

4. Write your caption

Tap the "Write a caption..." field to add your caption. You'll see two icons below the caption field:

  • Sparkle icon (AI) — Generate a caption using AI
  • # icon — Insert a saved hashtag set from your Keywords & Captions library

5. Add post details (optional)

A row of icons below the caption lets you add:

  • Location — Search and tag a location
  • Tag people — Tag up to 5 users on your image; also invite up to 3 collaborators
  • Shopping bag — Add product tags (where supported)
  • Comment bubble — Add a first comment
  • Video icon — Add a title and description (required for YouTube auto-post)
  • Image icon — Add or manage alt text

6. Channel-specific content

If your post is going to multiple channels and you need to customize the caption or details per channel, tap the individual channel icon at the top to switch to that channel's settings. The "Applied to all channels" indicator will show when content is synced across all channels.

7. Resolve any issues before scheduling

If there are problems with your post (e.g., a YouTube title is missing, or a description doesn't meet platform requirements), a warning badge will appear on the channel icon and on the Schedule button. Tap the warning to see an Issues to fix list with specific details.

Scheduling a Post

At the bottom of the post creation screen, you'll see two buttons:

  • Save draft — Saves the post without scheduling it
  • Schedule — Opens the scheduling panel

Posting Method

Before scheduling, choose your Posting Method:

  • Bell icon (Reminder) — You'll get a push notification at the scheduled time to manually post
  • Auto-post — Planoly will automatically publish your post at the scheduled time (available for fully connected channels)

Schedule Panel

When you tap Schedule, a calendar sheet opens. From here:

  1. Select a date by tapping it on the calendar
  2. Set a time using the Time dropdown
  3. Optionally tap Set up under Quick Schedule · Best Times to configure your best times to post

You can also choose:

  • Schedule all — Apply the same date and time across all selected channels
  • Customize per channel — Set different dates and times per channel

Once your date and time are set, tap Confirm schedule. To remove a scheduled time, tap Unschedule.

After scheduling, your post will appear in the List View and Calendar with a Scheduled status badge and the channel icons it's going to.

The Calendar View

Tap the calendar icon in the bottom nav to access the Calendar view. This shows:

  • A mini calendar at the top — tap the arrows to navigate between months, and tap any date to jump to it
  • A day-by-day feed below showing all posts, notes, and recurring reminders scheduled for each day
  • Each entry shows the time, channel, caption preview, and thumbnail

Notes and recurring items (like content planning reminders) appear alongside scheduled posts.

The Media Library

Tap the folder icon in the bottom nav to open your Media Library. This is where all your saved media, folders, notes, and links live.

Filtering

Use the filter tabs at the top to browse by:

  • All — Everything in your library
  • Folders — Organized collections of media
  • Media — Individual photos and videos
  • Notes — Saved text notes
  • Links — Saved URLs

Use the search icon (top right) to search your library, or the grid/list toggle to switch views.

Adding to Your Library

Tap the upload button (bottom right of the Media Library screen) to add new items. Options include:

  • Camera roll
  • Camera
  • Stock media
  • Dropbox
  • Google Drive
  • Group photos
  • Write a note
  • Paste a link
  • New folder
Stock Media (Powered by Dupe)

Planoly offers access to a free stock media library through a partnership with Dupe. To use it, you'll need to opt in the first time — just tap I accept when prompted.

Once enabled, the Stock Media browser lets you:

  • Search photos and videos by keyword
  • Browse curated categories (travel, outdoorsy, city girl, foodie, beachcore, and more)
  • Filter by Photo or Video
  • Select up to 20 items at a time to add to your post
Your Profile & Account Settings

Tap the person icon in the bottom nav to open your Profile. From here you can access:

Account

  • Your name and email — Tap to edit your account details
  • Member of [X] workspaces — Tap to view and manage all your workspaces

Preferences

  • Notifications — Manage push and email notification settings for Account Health, Billing, Posting reminders, and Planoly Updates & News
  • Hashtags — View and manage your saved Keywords & Captions sets. Each set can hold up to 30 hashtags. Tap + Add set to create a new one.
  • Billing — View your current plan, next billing date, payment method, and invoice history. Tap Manage Billing to make changes to your subscription.

Help

  • Knowledge base — Opens the Planoly Help Center in your browser
  • Contact support — Opens the support contact form directly in the app

About

  • Rate us on the App Store
  • Follow us on Instagram
  • Follow us on Pinterest

Legal

  • Terms of use
  • Privacy Policy
Managing Workspaces from Profile

Tap Member of [X] workspaces from the Profile screen to see a full list of your workspaces. Each workspace card shows:

  • Workspace name
  • Number of connected channels
  • Channel icons
  • Active workspace (highlighted with a border)

Tap any workspace to view or manage it.

Tips & Notes
  • Reminder-only channels (Twitter/X, Threads, Amazon, and some others) can be included in a post, but Planoly will send you a push notification at the scheduled time rather than auto-posting. You'll complete the post manually in that app.
  • Channel connection issues show up in red under the channel name in the Workspace panel (e.g., "Needs refresh"). Tap the three-dot menu next to the channel to reconnect.
  • Post validation errors appear before scheduling. If you see a warning badge on the Schedule button, tap it to see exactly what needs to be fixed before the post can go out.
  • Customizing per channel — When posting to multiple channels, you can write different captions, add channel-specific details (like a YouTube title), or schedule at different times per platform.
  • Adding to your plan on web — Some actions like adding or removing workspaces, upgrading your plan, or managing team members are best done from planoly.com.