Getting Started with Social Cascade

Overview

This guide takes a new team from first sign-in to scheduled posts in the Social Cascade web app: the setup wizard, connecting social profiles, choosing content, and checking your schedule and results.

Before You Start

Sign in at app.socialcascade.co with Google or with your email (we'll send a sign-in link). See Logging In to Social Cascade (No Password Needed).
Connecting social profiles and changing team settings need the Admin role. See Team Roles in Social Cascade.

The Setup Wizard

New accounts start with a short setup wizard:

Select your focus(es): tick the specialties that describe your practice (for example, Pediatrics or Family Medicine), then click Next.
Select Your Favorite Topics: pick the content topics you want, then click Next. Click Skip to use the defaults.
Connect Your Social Accounts: click Connect Facebook, Connect Instagram or Connect YouTube to link an account, or click Skip for Now. You can connect more accounts, including TikTok, later in Account Settings.
You're all set!: click Download Your Poster to print a QR code poster for your waiting room, or Go to Your Dashboard.

Anything you skip can be finished later in Account Settings or on the Best Practices page.

Step 1: Connect Your Social Profiles

Click your avatar (top right) and choose Account Settings.
In the Social Profiles section, click + (Add Social Profile). Only Admins see this button.
Choose the platform and approve every permission it asks for, so posting and analytics work.

You can connect Facebook, Instagram, TikTok and YouTube. Partner-network accounts can connect Facebook and Instagram only. Each platform has its own requirements; see Connecting Social Profiles.

Shortcut: on the Overview page, click Manage next to Social Profiles.

Step 2: Set Your Posting Schedule

In Account Settings, scroll to Post Frequency.
Depending on your team's scheduler, you'll see either Auto-schedule with a weekly grid of days, or Auto-plan with a posting cadence.

Customizing Post Frequency explains both.

Step 3: Choose Content in Streams

Click Streams in the left sidebar.
Search by keyword (for example, "CDC" or "Mental Health").
Click Follow on an organization to get all its current and future topics, or Subscribe to add a single topic.

See Working with Streams.

Step 4: Review Your Schedule

Overview (left sidebar) shows your social profiles and a Scheduled Posts panel for the week.
Calendar (left sidebar) is where you change times, platforms and captions.

Step 5: Check Your Results

On Overview, the analytics snapshot shows reach, engagements and followers. Click Full Analytics for more, or open Analytics in the left sidebar. See Navigating the Analytics Dashboard.

Overview page showing connected social profile cards and the month's analytics snapshot

Step 6: Set Up Your Link in Bio (Optional)

In Account Settings, scroll to Link In Bio, name your page, then click Copy Link or Download QR. See Setting Up Your Link in Bio.

Roles and Access

Admins manage social profiles, team members and team settings.
Editors create and schedule content.
Viewers have read-only access.

See Team Roles in Social Cascade.

Troubleshooting

Issue	Cause	Fix
A profile doesn't appear after you connect it	The list hasn't refreshed yet	Under Social Profiles, click Refresh next to "Missing social profiles?"
Connecting fails with a permission error	A permission was declined, or you aren't an admin of the Page or account	Connect again, approve every permission, and make sure you manage that Page or account on the platform.
TikTok won't connect	The account type isn't supported	See Setting Up a TikTok Business Account.
You don't see the + button	Only Admins can connect profiles	Ask a team Admin to connect it, or to change your role.

Still stuck? Email support@socialcascade.co with the platform, your team name and any error message.