Step 1: Create Users

• Begin by creating user accounts for all individuals who will be using Optimize HQ.
  • Select Management > Users > Add User (Upper right corner)
• Assign appropriate roles and permissions based on their responsibilities.

Step 2: Create Companies/Locations

• Set up your companies and locations within Optimize HQ.
  • Select Management > Locations > Add Company/Location (Upper right corner)
• This step ensures accurate organization and management of data.

Step 3: Create Social Profiles

• Connect your social media accounts by creating social profiles within Optimize HQ.
  • Select Social Profiles > Social Pages > Add Service (Upper right corner)
• This allows seamless integration with various platforms.

Step 4: Choose Your Path

Option A: Answer Reviews

• If your goal is to manage reviews, navigate to the review section.
• Respond to customer reviews promptly and efficiently.

Option B: Create Posts

• If your focus is on content creation, head to the post creation section.
• Schedule posts for future publishing or add them to decks for strategic planning.

Tips and Tricks

• Efficient Collaboration: Utilize collaboration features like the media library and location users to streamline teamwork.
• Data Analytics: Leverage Optimize HQ's analytics tools for insights into your social media performance.
• Automation: Use our content scheduling and posting deck features to automate repetitive tasks, saving time and effort.

Need Help?

• Access the Help Center in Optimize HQ for detailed instructions.
• Contact our support team at (651) 410-1414 for personalized assistance.