GoHighLevel Social Planner Setup

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Getting Started with GoHighLevel Social Planner

If you are moving from tools like ClickUp or other schedulers and want a unified marketing hub, the GoHighLevel Social Planner helps you manage and schedule social media posts from one place. This step-by-step guide shows you how to set it up, connect your social accounts, and start publishing content efficiently.

The instructions below are based on the official Social Planner setup guide so you can configure everything correctly and avoid common connection issues.

What the GoHighLevel Social Planner Can Do

The built-in Social Planner inside GoHighLevel allows you to plan, draft, and publish content to multiple social platforms without leaving your CRM workspace.

With the Social Planner you can:

  • Connect Facebook pages and groups
  • Connect Instagram business profiles
  • Connect LinkedIn company pages and personal profiles
  • Schedule and publish posts from one unified calendar
  • Draft, edit, and reuse content templates

Before you start, make sure you have the right access to each platform and that your accounts are properly configured as business or professional accounts where required.

Prerequisites Before You Set Up GoHighLevel Social Planner

To ensure a smooth setup process, confirm these prerequisites for each supported channel:

Facebook prerequisites for GoHighLevel Social Planner

  • You must have a Facebook account with access to the page or group you want to connect.
  • For Facebook pages, your profile must have an appropriate role (such as admin) through Facebook Business Manager or directly on the page.
  • For Facebook groups, you must be an admin of the group you wish to connect.
  • Make sure you are logged into the correct Facebook profile in your browser before starting the connection inside GoHighLevel.

Instagram prerequisites for GoHighLevel publishing

  • The Instagram profile must be an Instagram Business account, not a personal account.
  • Your Instagram Business account must be connected to a Facebook Page.
  • You must have an admin or suitable role on the connected Facebook Page.
  • Confirm the Facebook profile you use in GoHighLevel is the same one that manages the linked Facebook Page.

LinkedIn prerequisites for GoHighLevel Social Planner

  • You need an active LinkedIn account.
  • To connect a LinkedIn Company Page, your profile must have admin access to that page.
  • To connect a LinkedIn personal profile, log in with the profile that will publish content.
  • Stay logged into the right LinkedIn account in your browser when you start the connection process in GoHighLevel.

How to Access the GoHighLevel Social Planner

Once your user account and social profiles are ready, you can access the Social Planner from inside your sub-account.

  1. Log in to your GoHighLevel account.
  2. Open the specific sub-account (location) where you want to manage social media.
  3. In the left-hand menu, look for Marketing or Social Planner depending on your interface version.
  4. Click Social Planner to open the scheduling dashboard.

If this is your first time opening the tool in a given location, you will see prompts to connect social channels.

Connecting Social Accounts in GoHighLevel

The first step in using the Social Planner is connecting your Facebook, Instagram, and LinkedIn accounts so GoHighLevel can schedule and publish posts on your behalf.

Step 1: Start the social connection wizard

  1. From the Social Planner screen, click Connect or a similar button to add a new social account.
  2. Choose the platform you want to connect: Facebook, Instagram, or LinkedIn.

Step 2: Connect Facebook to GoHighLevel

  1. Select Facebook from the available options.
  2. A new window will open requesting you to log into Facebook (if you are not already logged in).
  3. Log in with the Facebook profile that has the correct page or group permissions.
  4. Authorize the GoHighLevel app to access your Facebook pages and groups as requested.
  5. After authorization, select the exact page(s) or group(s) you want to use with the Social Planner.
  6. Confirm and save your selection to finalize the connection.

Repeat these steps if you need to connect additional pages or groups within the same location.

Step 3: Connect Instagram Business accounts

  1. In the Social Planner, choose Instagram.
  2. Because Instagram Business accounts are managed through Facebook, you will be redirected through Facebook’s login and authorization flow.
  3. Make sure the correct Facebook profile is logged in and that the Instagram Business account is associated with one of its Facebook Pages.
  4. Allow GoHighLevel the requested permissions.
  5. Select the Instagram Business profile(s) you want to connect from the list.
  6. Save your choices to complete the connection.

If the Instagram Business profile is not visible, revisit the prerequisites: confirm it is a Business account and properly linked to a Facebook Page where you are an admin.

Step 4: Connect LinkedIn profiles and pages

  1. From the Social Planner, select LinkedIn.
  2. A LinkedIn login window will appear if you are not already signed in.
  3. Log in to the LinkedIn profile that owns or manages the page you want to connect.
  4. Grant GoHighLevel permission to access your LinkedIn profile and company pages.
  5. Choose whether you want to connect your personal profile, a company page, or both.
  6. Click to confirm and save the connection.

Once connected, you can select the LinkedIn destination when you create or schedule posts in the Social Planner.

Creating and Scheduling Posts in GoHighLevel Social Planner

After connecting your social accounts, you can begin drafting and scheduling content directly from the GoHighLevel calendar view.

Step 1: Open the Social Planner calendar

  1. In your sub-account, navigate to Social Planner.
  2. Use the calendar or list view to see existing scheduled posts, if any.
  3. Click on a date or a Create Post button to start a new social post.

Step 2: Choose social channels and write your content

  1. Select one or multiple connected accounts (Facebook page, Facebook group, Instagram Business, LinkedIn profile, or LinkedIn page).
  2. Enter your post text in the content editor.
  3. Add media if supported, such as images or videos, according to each platform’s requirements.
  4. Review character limits and formatting recommendations per platform.

Using GoHighLevel, you can share the same core message across channels while adjusting details for each audience as needed.

Step 3: Schedule or publish immediately

  1. Choose whether to Post Now or Schedule for a future date and time.
  2. If scheduling, pick the date and time from the calendar and confirm your timezone settings.
  3. Double-check the selected social accounts, post text, and media.
  4. Click Schedule or Publish to finalize.

Your post will now appear on the Social Planner calendar with its status so you can monitor upcoming content.

Managing and Editing Scheduled Posts in GoHighLevel

The Social Planner offers a simple workflow to keep your content organized and make edits when plans change.

  • View upcoming posts: Use the calendar or list view to see all scheduled posts by day, week, or month.
  • Edit a post: Click on any scheduled post to change the text, media, or scheduled time, then save your updates.
  • Delete a post: If you no longer want a particular post to go live, open it and select the delete option.
  • Filter by channel: Filter posts by Facebook, Instagram, or LinkedIn to focus on a single platform’s content plan.

Keeping your calendar organized inside GoHighLevel ensures you have a clear picture of your social presence without switching tools.

Tips for a Smooth GoHighLevel Social Planner Setup

  • Always confirm you are logged into the correct Facebook and LinkedIn accounts in your browser before connecting them in the Social Planner.
  • Verify that your Instagram profile is set to Business and is connected to the right Facebook Page.
  • If a page, group, or profile does not appear in the list, double-check your admin or page roles on that platform.
  • Reconnect accounts if you change passwords or lose permissions on the social network side.

Where to Learn More About GoHighLevel Social Planner

For deeper technical details, troubleshooting steps, and updated requirements, you can review the official setup guide here: Getting Started: Setup Social Planner.

If you want strategic help implementing GoHighLevel as part of a broader marketing and operations system, you can explore additional resources at Consultevo, which focuses on CRM, automation, and funnel optimization.

By following the steps in this guide and confirming the prerequisites for each social channel, you can quickly configure the Social Planner inside GoHighLevel and start managing consistent, scheduled content across Facebook, Instagram, and LinkedIn from one central workspace.

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