Clients and calendar

The client record is the foundation of planning. It brings together the brief, channels, frequency, visual identity and rules that feed the editorial calendar.

Add a client

Fill in the essential fields:

• Company and contact: identification shown in the dashboard and portal.
• Email and WhatsApp: contact channels; they do not replace the private approval link.
• Frequency: number of publications per week.
• Days and time: used by the monthly generator.
• Audience, voice and goal: context for production and review.
• Logo: use the file picker to upload an image; the URL is optional and only serves an externally hosted image.

Save the record before generating the calendar. If Google Drive is disconnected, clients, calendar and approval remain available; the screen should identify the optional integration.

Generate the calendar

1. Open the client and choose the month.
2. Review the suggested days.
3. Click Generate monthly calendar.
4. Check the result in the calendar and dashboard.

The generator uses the environment's configured time zone and skips dates that already have a post for the same client. Running the action again is safe and does not create duplicates.

Quality checklist

• Frequency matches the current contract.
• Selected days do not conflict with holidays or unavailable dates.
• The logo has good resolution and an accepted format.
• Internal notes do not contain information the client can see.
• The calendar was reviewed before the first approval request.