Scheduling
The Scheduler is a calendar for your finished content: pick a post, choose which social accounts it goes to, and set a date and time. It publishes what you built, exactly as you approved it.
What it is
The Scheduler lives at Schedule in your dashboard. It shows a calendar of everything you have lined up, and it lets you put new content on the calendar to publish later, or to post right now.
You do not write content here. You schedule content you already created. When you open the scheduler, it pulls your finished creations across four Channels: Social posts, Video, Audiograms, and Blog. Video and Audiograms only appear once the video has actually been produced, so anything on the calendar is ready to go out.
Each scheduled item has one caption. That single caption is sent to every account you selected, because TrueTone uses one caption for every platform. You pick the accounts, you pick the time, and TrueTone handles publishing to each one at that moment.
You get three ways to look at the calendar: Month, Week, and List. Month and Week let you drag a post to a new slot to reschedule it. List gives you a clean, sortable rundown of what is coming up.
Who it is for
Any loan officer who wants their content to go out on a schedule instead of by hand, and who wants a single place to see what is planned, what already posted, and what needs attention. Everything here is scoped to your own content and your own connected accounts.
How to schedule a post
Open the scheduler
Go to Schedule and click Schedule Post. A picker opens with all of your finished content. Search, filter by type (Blog, Social, Video, Audiogram), or sort by newest, oldest, or title.
Pick the content
Choose the creation you want to publish. The scheduler loads its title, caption, and any image or video so you can see exactly what will go out.
Choose where it goes
Select one or more of your connected social accounts. The one caption you see is shared to each account you pick. A character counter flags any account whose limit your caption exceeds, but it never blocks you and never rewrites your words.
Set the date and time
Pick a day on the mini calendar and a time with the time picker. Shortcuts for Today and Tomorrow are built in. Times are shown in your local timezone.
Schedule or post now
Click Schedule Post to save it for the time you set, or Post Now to publish immediately to the selected accounts. A progress panel shows each account as it publishes, with a link to the live post when it succeeds.
Rescheduling, editing, and cleanup
In Month or Week view, drag a post to a different slot to move it. Month view keeps the original time and changes the day; Week view changes both the day and the hour. You cannot drop a post into a time that has already passed.
Click any scheduled post to open its details. From there you can edit the caption, image, or time, delete it, or, if a post failed to publish, retry it. You can also repost a piece of content by loading it into a fresh schedule entry.
Reading the calendar
Each post on the calendar carries a status so you can tell at a glance where it stands:
| Status | What it means |
|---|---|
| Scheduled | Saved and waiting to publish at the time you set. |
| Posted | Published to the selected accounts. A link to the live post is available. |
| Failed | A platform rejected the post. Open it and use Retry. |
An empty calendar shows a Schedule your first post prompt so you always have a way in.
Sharing a blog post
Blog works a little differently from the other Channels. You do not post the article itself to social; you share a link to it. When you schedule a blog, the scheduler builds a share caption with a link back to the live blog post and lets you edit that caption before it goes out. The blog page is already public on your site, so the link works the moment you share it.
Good to know
The Scheduler is a scheduler, not a queue. Every post has an explicit date and time that you set. It does not auto-fill open slots, and it does not regenerate or rewrite captions with AI at schedule time. What you approve is what publishes. The only “reset” control, on blog shares, rebuilds a plain template caption from your post; it is not an AI rewrite.
Email is not scheduled here. Email creations are export-only, so they never appear in the scheduler and TrueTone never sends an email on your behalf.
Two more things worth knowing:
- Some accounts need a channel confirmed first. Facebook, Instagram, LinkedIn, and YouTube only show up as publishing targets once you have connected the account and confirmed which channel to use. Do that under Account, on the Social tab. Accounts without a confirmed channel are hidden from the scheduler until you finish that step.
- Nothing is scheduled if you have no connected accounts. If the platform list is empty, connect your social accounts first; the scheduler links you straight to the right place.