Getting Started
Sign in, connect accounts, and ship your first content. Step-by-step setup for Hub admins and Workspace owners.
Hub = Franchise Brand or HQ. Workspace = Franchisee or Store Location
New to the Hub/Workspace model? Start with the Glossary and The Switcher. They kill most early confusion.
Pick your role below to follow the right setup path.
Your operations live in Franchise Operations, which holds the full onboarding workflow.
Onboard a new workspace
Create the workspace and invite its owner. Follow the setup walkthrough for the full flow.
Update the Location table
Open Locations and fill in the workspace's address, hours, neighborhoods, and any custom variables. These values feed personalization tokens like {{location_name}} across posts and ads.
Connect socials, ad account, and pixel
Go to Connected Accounts and connect Facebook first — Instagram Business pulls in through Facebook. Then connect the ad account and pixel. A green status means the connection is live.
Configure the Ad Configuration table
Open Ad Configuration for the workspace and set the audience types, ad defaults, and lead forms. This becomes the baseline every playbook inherits at deploy time.
Set the workspace's budget
Open Billing for the workspace and set its monthly ad budget. This caps how much the location can spend across all opted-in playbooks.
Send the kickoff link
Share the onboarding Calendly link so the franchisee can book their 1:1 kickoff call. This is the handoff that moves the workspace from Hub-managed setup to owner-managed operation.
Day-to-day surfaces
After onboarding, your recurring work lives in Playbooks, Command Center, Billing, Google Reviews, and Analytics.
Connect your social accounts
Open Connected Accounts and connect Facebook first — Instagram Business pulls in through Facebook. Then add LinkedIn, TikTok, or X as needed. A green status means the account is working.
Add a payment method
Go to Billing, then Payment Method, and add a card or ACH account. Your Hub admin may send you a setup link to do this directly.
Opt into your first playbook
Go to Paid Social Ads, then Playbooks, then Shop. Pick a playbook, work through the launch checklist, then choose Submit and Deploy. See the opt-in walkthrough for the full flow.
Create your first organic post
Go to Organic Social, then Calendar. Click a day, write your caption, attach media, and pick the accounts to post to. Then schedule or publish.
Day-to-day surfaces
Your recurring work lives in Calendar, Comments and Inbox, My Playbooks, Billing, and Analytics.
Where to go next
Understand the Hub and Workspace model before you dive in.
Hub admins: move between the Hub and each workspace.
Run the full franchise onboarding flow end to end.
See every platform you can connect and their status.
Use AI to write captions and content faster.
Track organic and paid performance over time.
Getting help
- Use the in-app help button.
- Email
support@flamel.ai. - Book a 1:1 support call (ask your Hub for the Calendly link).