Getting Started
New Account Setup Wizard
When you first sign in to Social Cascade, a guided setup wizard walks you through four steps:
- Choose Your Practice Focus — Select the specialties that best describe your practice (e.g., Pediatrics, Family Medicine, Veterinary).
- Pick Your Topics — Choose content topics you want to see, or skip to use defaults.
- Connect Your Social Accounts — Connect your Facebook, Instagram, TikTok, and YouTube accounts. You can also skip this step and connect later from Settings.
- You’re All Set! — Download your QR poster to display in your practice, then continue to your dashboard.
If you skipped any steps during setup, you can always complete them later from your team Settings or the Best Practices page.
1) Sign in and select your team
- Sign in: Use your organization's sign-in method.
- Switch teams: Use the team selector in the header if you belong to multiple teams.
2) Connect your social profiles
- Path: Avatar (top-right) > Account Settings > Team selector > In the right pane, find Social Profiles.
- Connect: Click the plus icon (Add Social Profile) or a "Connect Facebook/Instagram" button.
- Supported platforms: Facebook, Instagram, and TikTok. Each platform has its own requirements — see Connecting Social Profiles for details.
- Approve permissions: Accept all prompts so posting/analytics work.
- Tip: From the Overview page, click Manage next to "Social Profiles" to jump into Settings.
3) Customize your posting schedule (Post Frequency)
- Path: Avatar (top-right) > Account Settings > Team selector > Post Frequency.
- Edit: Click any day for a profile to open the modal. Choose:
- Off: Don't schedule on that day
- Auto: Smart timing during your day
- Select Time: Pick an exact time
- Save: Changes apply as the default for new content. You can override per-post in the Calendar.
- Note: TikTok does not support auto-scheduling. TikTok will always show as "Off" in the Post Frequency grid. Schedule TikTok posts manually from the Calendar or Teleprompter app.
4) Add content via Streams
- Path: Left sidebar > Streams.
- Find content: Search by keywords (e.g., "CDC", "Mental Health").
- Follow vs Subscribe:
- Follow an organization: Auto-subscribes your team to all current and future topics from that org.
- Subscribe to a topic: Add just that topic; unsubscribe any time.
- Preview: Click a topic card to open the modal and browse content from that topic.
5) Review and adjust your schedule
- Overview: Left sidebar > Overview. See Social Profiles and the Scheduled Posts panel.
- Calendar: From Scheduled Posts, click "Go to the Calendar" to edit times, platforms, and captions.
6) Publish and measure
- Analytics: Left sidebar > Analytics. View follower trends and performance.
- Followers Over Time: On Overview, compare growth across connected profiles.
7) Set up your Link in Bio (optional)
- Path: Avatar (top-right) > Account Settings > Team selector > Link in Bio.
- Share: Copy the URL or download the QR code to add to your social bios.
Roles and access
- Admins: Typically manage Social Profiles, Post Frequency, and team-wide settings.
- Editors/Contributors: Create and schedule content (access varies by organization policy).
Troubleshooting
- Profiles not appearing after connect? In Social Profiles, click Refresh.
- Permission failures? Reconnect and grant all permissions; ensure you're an Admin on the Page/profile.
- TikTok not showing as an option? Make sure you have a TikTok Business Account. See TikTok Help.
- Still stuck? Contact support with the platform, your team name, and any error messages.