Skip to content

HOW TO

Publish & Schedule Social Graphics to Facebook from Your Dashboard

We are pleased to announce our new and improved social service, which is designed to make posting easier, more convenient and full of robust options to achieve your engagement goals.

Need a little help getting started? Follow the guide below to learn how to use the new Perfect Patients “Get Social” console to share curated posts crafted for your practice.

Don’t have a Facebook business page set up yet for your practice? Create one with Facebook’s helpful step-by-step video.

orange-dip1

Each week, you will receive an email informing you that the new posts are published and ready for you.

Step 1: Login to Your Dashboard

Login to your Dashboard and click on “Get Social” in the left sidebar.

If your dashboard is already connected to Facebook you’ll see “Connected” on your social dashboard. Proceed to Step 2. If you need to get connected, simply click “Not Connected,” then follow the Facebook prompts to connect your Facebook business page to your Perfect Patients dashboard. In the future, you typically only have to reconnect to Facebook if you change your password.

connected-to-facebook_social

Now that you’re connected, review this weeks social graphics!

orange-dip1

Step 2: Select Your Social Graphics

Every week, new social graphics will be added to your social console to select, schedule and post to your Facebook page. Our social graphics are categorized into topics that focus on helping you grow your practice! Categories include:

  • Reach New Patients
  • Retain Patients
  • Get Referrals
  • Educate patients
  • Generate Reviews
  • Promote your services
  • …and more!

Select multiple graphics you’d like to schedule by clicking the checkbox at the top of each card, then click the green “Schedule Posts” button or simply click the “schedule” button on each card. The posts will be added to the scheduling drawer.

refresh-and-favorite

Options

Refresh for new post – If you don’t like one of the weekly posts, click the “refresh arrow” on the bottom of the card and a new option will show in its place, or search and choose from hundreds of graphics in our new social library! Simply click on “Social Library” in the upper right corner of your social dashboard.

Upload your own – You also have the option to upload your own graphics to create your own posts! Click “Create Social Post” or click on “Create and schedule another post” from the social scheduling drawer.

Favorite a post – Love one of the posts but want to save it to use later? Click the “heart” icon on the card to add it to your favorites. You can find your favorites gallery by clicking the “Social Library” button and then “Favorites”.

orange-dip1

Step 3: Schedule Your Posts

Once you’ve added your social graphics to the scheduler and customized the text as needed, it’s time to schedule the posting days and times. Select a publish date from the calendar, and the time you’d like the post to go live, then click “Schedule Posts.” If you need to edit or delete a post that’s been scheduled, simply click on “Manage Posts” and then click on edit or delete from the Actions menu.

Want to set a default publish time? Go to Settings, update your “Default Post Publish Time” and click the “Save” button.

👉 Remember to check your page notifications throughout the week to make sure that any questions or comments are responded to in a timely manner.


Enjoy and please let us know if you need any help. Click the “Share feedback” link on the social dashboard or on “Request Support.”

Coming Soon!

  • Connect and share to Instagram
  • Insights to see your most popular posts and how your audience is engaging