FerdyHelp Guide

How to Prepare for Your Onboarding Session

We'll set up your account together, connect Facebook and Instagram, and build your first categories. Turn up prepared and you'll leave with a month of posts scheduled.

Step 1 · The big one

Plan your categories

A category is a repeatable type of post: one description, a pool of photos, and a schedule. Ferdy writes fresh copy each time and rotates the images. Aim for 4 to 10 categories, and start with what you sell:

Products

Your sourdough, your cocktail list, your signature burger.

Services

Functions, private dining, catering, venue hire.

Regular programme

Quiz night, live music, weekend brunch, happy hour.

Your spaces

The beer garden, the terrace, the private room.

The one rule: every photo in a category must work with its single description. The test: could you write 12 posts from one description without ever changing it? If yes, it's a category. If no, split it up.

These work

  • Sunday Live Music

    Always a band on your stage. One description covers it.

  • Our Function Room

    Same room, different occasions. Nothing changes.

  • Weekend Brunch

    Always a brunch dish. Hours and prices stay put.

These don't

  • Meet the Team

    Every photo needs its own description.

  • Customer of the Month

    New person, new story, every time.

  • Daily Specials

    The description changes with the special.

  • Our Wines

    Forty bottles, forty tasting notes. Pick two or three house pours instead.

A realistic starting set for a venue

CategoryTypePostsMedia pool
Weekend BrunchWeeklyEvery FridayBrunch dishes, plated and on the table
Quiz NightWeeklyEvery MondayTeams playing, the quizmaster, the prize board
Function RoomMonthly1st of the monthThe same room, set up for different occasions
Corporate EventsMonthly15th of the monthConference mode, catering, the AV setup
Private DiningMonthlyLast FridayThe private dining table, dressed and ready
The Beer GardenMonthlyFirst SaturdayThe garden in the sun, long tables, the outdoor bar
Mother's Day LunchEventCounts down to 10 MayThe set menu, the room dressed for the day
Events work differently. One-offs like Mother's Day get lead-up posts instead of a repeating slot: save the date, building up, on the day. List any you know are coming.

Write the descriptions yourself

The description is the brief Ferdy uses for every post in that category, so the detail matters. Aim for 6 to 8 sentences of real facts: times, prices, what's on the menu, who it's for.

Shortcut: paste the relevant page of your website into Claude or ChatGPT and ask for a 6 to 8 sentence description. Fix what it gets wrong. The more you feed it, the better. Bring your drafts and we'll sharpen them together on the call.

Step 2 · Do this before the session

Turn on two-factor authentication

Meta requires 2FA on the personal Facebook account that manages your Page. That's the only place it matters. Without it, posts can fail even when the connection looks fine. It takes a few minutes and you only do it once.

Step 3

Have your Facebook password ready

We connect your accounts live on the call, which means logging in to Facebook.

  • Know the password for the personal account that manages your Page (the human account, not the Page itself).
  • Instagram connects through your Facebook Page, so there's no separate login. Just make sure it's a Business or Creator account linked to your Page.
Someone else manages your Page? Get them on the call, or get admin access sorted before we start.

Step 4

Get your photos and videos together

Sort them into rough piles that match your categories. On the call, Ferdy can pull them straight from Google Drive or your file explorer. Six per category is a comfortable start: Ferdy rotates through the pool, so six photos posting weekly means no repeats for six weeks.

Images

  • JPG or PNG
  • 600 × 600px or larger
  • Up to 30 MB each

Videos

  • MP4 or MOV
  • 500 × 500px or larger
  • Up to 200 MB each
Don't crop anything. Ferdy crops for each channel automatically. Straight off your phone is fine.

Step 5

Have a credit card ready

Sign-up happens during the session. Billing is per brand, per month, and you can cancel anytime. Rather sort it later? You can skip payment on the day and finish from your billing page.

The session itself

On the day

  1. 1Set up your account and get sign-up out of the way
  2. 2Connect Facebook and Instagram
  3. 3Build your categories: description, photos, schedule
  4. 4Generate your first month of posts and review them together
You'll leave with a live schedule: 30 days of posts, written and queued, ready to approve or edit. Ferdy keeps it topped up from there.
Anything you're not sure about? Email us at support@ferdy.io