What is a customer?
A customer is a logical grouping of channels. For example, if you manage:- 3 Instagram accounts for Coffee Brand X
- 2 LinkedIn pages for Tech Startup Y
- 1 TikTok and 1 YouTube for Restaurant Z
Creating a customer
- Go to Channels in the top navigation bar
- Click Add Customer
- Enter the customer name (e.g., “Coffee Brand X”)
- Click Save
Assigning channels to a customer
When connecting a new channel:- Click Add Channel
- After authorization, select the customer this channel belongs to
- The channel is now grouped under that customer
- Open the channel’s settings
- Click Customer
- Select the customer from the dropdown (or create a new one)
- Save
Filtering by customer
Once your channels are organized:- Calendar — filter posts by customer to see only one client’s schedule
- Channels — filter the channels list by customer
- Analytics — view metrics per customer
- API — pass
customeras a query parameter when listing posts
Renaming a customer
- Open the customer in the Channels page
- Click Edit next to the customer name
- Update the name and save
Deleting a customer
- Reassign or delete all channels under the customer first (a customer cannot be deleted with active channels)
- Open the customer
- Click Delete
- Confirm
Plan availability
Customers (agency mode) is available on Team, Pro, and Ultimate plans.The number of channels per customer is unlimited within your plan’s total channel limit. For example, on the Pro plan (30 channels total), you could have 5 customers with 6 channels each, or 10 customers with 3 channels each.
Channels Overview
Manage your connected social media channels.
Connecting Channels
Add new accounts to your team.