Admin

Onboard a new client

Creates the client record and their login. Connect Buffer and Kit afterward, then flip publishing on when they're ready to go live.

Email a prospective client a link to the onboarding prep guide so they can gather everything before onboarding.

Their email

The basics. Client ID is permanent and used everywhere — lowercase letters, numbers, and hyphens only.

Client ID * — e.g. blue-moon-cafe Business name *

Location — internal Location display — shown in content

ZIP * — locates the business City * State * — e.g. OR Neighborhood — optional, for urban/metro businesses

Instagram handle Industry

How their content should sound. You can refine all of this later in settings.

Voice profile — tone, personality, what they're about

Tone — optional, tap any that fit; layered onto the voice profile above

Target audience Caption voice

Offerings — what they sell / do

Never use — words/claims to avoid

Current promotion — optional

Optional — connect email and publishing. You can also add these later in settings. Publishing stays off until you enable it.

Email platform — who sends their newsletters & promos

Kit API key — email broadcasts

Buffer access token — publishing

Colors and an optional header image for their newsletter & promo emails. Pick the closest palette; fine-tune later in settings.

Email banner — optional header image (PNG/JPG/WebP, under 3 MB)

When email content sends. Days: 1 = Monday … 7 = Sunday. Leave blank for defaults (newsletter Wed, promo Thu).

Newsletter send day — 1–7 Promo send day — 1–7

Subject posts / week — featured-item captions LinkedIn posts / week

Client ID, business name, and login email are required.

Admins only