Put a channel under a customer
1
Open the channel
Open Channels in the left rail and pick the channel. Under Channel, choose Move on the Move / add to group row.
2
Type the customer's name
In Select Customer, start typing. Names you already use are suggested. A name that does not exist yet becomes a new customer when you save.
3
Save
Choose Save. The app confirms with “Customer Updated”.
Rename a customer
Open any channel of the customer on Channels. Under Channel, choose Rename on the Edit group name row, type the new Name (up to 100 characters) and choose Save. “Group Updated” confirms it, and every channel of that customer shows the new name. A name another customer already has is refused with “A group with this name already exists”.Show one customer on the calendar
1
Open the customer picker
On the calendar toolbar, choose the person icon (Select Customer). A list headed Customers opens.
2
Pick the customer
The calendar and the post list show only the posts on that customer’s channels. The choice stays in the page address, so you can bookmark it.
Start a post for one customer
In Create Post, the same person icon sits next to the channel avatars. Picking a customer replaces your channel selection with every channel of that customer, and the app shows “Customer socials selected”. You can still add or remove channels one by one afterward.Good to know
- The picker appears only when your channels span more than one group. Channels without a customer count as a group of their own, so the picker hides when every channel belongs to the same single customer.
- The list of customers has no “all” entry. Pick another customer to switch.
- A channel belongs to one customer at a time. Names match exactly, so “Acme” and “acme co” are two customers.
- The Channels list does not group or label channels by customer.
- A channel that a client connects through Invite by link arrives without a customer. Put it under one with Move / add to group. See Connect a channel.
- Customers are created and assigned only in the app. The API, the CLI and MCP can list them and filter channels and posts by them: see List groups, Posts and channels and the MCP tools.
Next steps
Connect a channel
Add a client’s account, or send them an invite link.
Calendar
Views, filters and moving posts.
Create a post
Write once for several channels.
Team
Invite people to work in the workspace.