Set Up Your Calendar For Multiple Clients

In This Lesson, you’ll learn how to:

• Organize Client Work Using Custom Client Calendars
• Add Tags for Specific Initiatives & Goals 
• Connect Your Clients’ Social Media Profiles For Social Publishing
• Connect Your Clients’ Email & Blog Integrations
• Create A Custom Calendar View For Every Client

What You'll Learn In Chapter 2: Client Calendar Setup

As an agency, you can use CoSchedule Agency Calendar to organize your client work (alongside your own). But before you start adding projects to the Calendar, you need to create Client Calendars to seamlessly coordinate everything in one place.  In this Chapter, you’ll get step-by-step recommendations on how to set up your Agency Calendar for managing multiple Client Calendars. What is this guide? This guide provides agencies a roadmap for using CoSchedule Agency Calendar featuring best practices & tips specifically for agency teams. Who is this guide for? Marketing Agencies & Freelancers that need a better way to coordinate, organize, & execute their client work.

Organize Client Work Using Custom Client Calendars  

 In your Agency Calendar, individual Client Calendars are the most powerful way to visually organize your client projects.  Create an individual Client Calendar for every client & another for your internal marketing projects. This gives your entire team visibility into what your team is working on for clients & when in a glance.  This "All" view makes it easy to identify your available capacity to take on new client work, identify needs for hiring new staff or contractors, & ensure client projects receive approvals to be finished on time.

Create Client Calendars In Your Agency Calendar

To set up Client Calendars:

1. Click the Settings button in the left-side panel.
2. Select Client Calendars from the menu list under Settings.
3. Title & create a calendar view for each client
4. Now you can create projects/social messages and assign the corresponding client.

Now with your new Client Profiles, you are successfully able to view specific projects based on the client correspondence. Whether you are distinguishing reports, saved views, or social messages, client profiles are here to help you and your team stay organized.

Add Tags For Specific Initiatives & Goals 

Client Calendars are just one way you can organize your client projects.  Agency Calendar has other metadata you can use to further filter & segment your projects for clients. Create & use tags to add another layer of filtering to your client projects.  Add tags to visualize other key important project details including: 

• Target Audience
• Goals 
• Objectives
• Regions
• Billable vs. Non-Billable Projects
• And more!

Tags are visible on every project card which can give you more context about a project from your Agency Calendar.  Plus, you can use tags as a filter to create additional Saved Views, Reports, & more.  You’ll learn how to create these Reports in future chapters. 

Connect Your Clients’ Social Media Profiles For Social Publishing

If your agency manages social media for clients, the Agency Calendar is the perfect way to plan, create, publish, & report on campaigns.  You can create standalone social messages or build out entire social campaigns on your Agency Calendar. But first, you need to connect your client’s social profiles. 

How To Connect Social Media Profiles 

1. Go to your Settings
2. Select Social Profiles from the top menu
3. Click + Connect Social Profile

Once social profiles are connected, messages published to those social profiles sync to your Agency Calendar (if they are published using your Calendar or not). This gives you total visibility of your clients’ published social messages for each day, week, & beyond on the Calendar.

Connect Your Clients’ Email & Blog Integrations 

If you write & publish emails or blog posts for clients, connect their email & blog integrations. This syncs content created in outside tools to your calendar - which means you don’t have to duplicate work.  Here are a few popular integrations you may want to connect: 

• WordPress & HubSpot - Whenever someone creates a new blog post in WordPress or HubSpot, it will automatically appear on your Agency Calendar.
• Email Marketing - Whenever someone creates a new email in Mailchimp, HubSpot, Constant Contact, or Campaign Monitor, a new project card will appear on your Agency Calendar. 
• Social Media - Agency Calendar connects to your social channels, so you can plan, create, & schedule your social messages alongside your other projects. It also pulls social messages published outside CoSchedule to your Calendar, too. 

To connect an integration such as WordPress:

1. Click the Settings button in the left-side panel
2. Select Integrations
3. Start adding platforms. 

This allows your Agency Calendar to sync to outside sources, so duplicating work is never necessary.