PostVito is built around one loop: add a client, generate a content pack, get it signed off under your brand, publish to the client’s channels, and report back. Your first week is about running that loop once, end to end, so the rhythm clicks. Do these in order.
Day 1 — Set up the workspace
Invite anyone on your team who needs access under Settings → Workspace & Members. Pending invites count toward your plan’s seat limit, so an unaccepted invite still occupies a seat.
If you’re on Pro or Business, set your agency name, logo and brand colour under Settings → White-label (owners and admins only). That’s the branding your clients see on approval links, the shared report page and PDF deliverables. Emails carry your agency name and colour rather than your logo, because image links expire in an inbox. On Free and Starter these surfaces carry the PostVito mark — upgrade when you’re ready to put your own name on them.
Day 2 — Add your first client
Go to Clients → Add client and type the business name (add a town or city if the name is common), then click Search. PostVito looks the business up and shows you the matches — several businesses can share a name, so it never guesses. Pick the right one and PostVito reads their listing and website and drafts the brand profile for you, right there in the form.
Only the name is required. If the search doesn’t find them, fill the profile in by hand and save. Either way, read the drafted profile before you move on — see How client brand kits work for what each field actually drives.
Day 3 — Connect the client’s channels
On the client page, open Channels and connect what you’ll actually post to: Facebook, Instagram, X, LinkedIn, TikTok, YouTube, Threads, Bluesky, Pinterest and Google Business.
You post to the client’s accounts, not your own, so make sure you’re authorising with their login. Bluesky is the odd one out — it uses a handle and an app password on its own form rather than an OAuth redirect. Connected accounts are capped across your whole roster: 1 on Free, 5 on Starter, 15 on Pro and 50 on Business.
A client needs at least one live connected channel before you can generate a pack for them, so finish this before Day 4.
Day 4 — Generate a content pack
Open the client and click New content pack. Give the pack a title, optionally set this month’s focus, choose how many posts you want and which of the client’s connected channels to write for, then click Generate content pack.
Generation writes the words, not the pictures: each post arrives with a caption in the client’s voice, hashtags, a call to action, a short-video script where the format calls for one, and for carousel posts a slide-by-slide outline. Read it through, rewrite anything that doesn’t sound like the client, then add the visuals in the pack editor — attach an image from the client’s library, upload one, generate one with AI, or build the carousel deck from its outline.
Day 5 — Share it with the client
Click Share with client. PostVito creates a no-login approval link and shows it so you can copy it or preview the portal. If the client has an approver email saved on their Brand profile, the link is emailed to them automatically. They work through the pack post by post, approving or requesting changes with a note, and choosing when each post should go out.
Day 6 — Schedule and publish
Set a time on each approved post and let the calendar handle the rest. Scheduling is available on Starter and above; on Free you can publish immediately but not queue posts for later. Publishing itself never costs credits on any plan. Keep an eye on the Queue for the first day or two to catch any channel that needs reconnecting.
Day 7 — Report back
Open Measure in the left rail and choose Reports. Pick the client from the Client selector, choose your sections and date range, and click Generate report. Download the PDF and send it over. That single report — with real numbers against the work you shipped — is what turns a one-off pack into a retainer.
Note: From here, scale by adding clients one at a time and setting a recurring cadence on each (Starter and above) so their next pack generates itself. The loop is the same whether you run three clients or thirty.