OTMS Training & Support

Connect Your Social Media Accounts

Use this video and checklist to connect Facebook, Instagram, Google Business Profile, and other social accounts to OTMS so you can schedule posts and keep your profiles active.

Video Walkthrough

Step-by-Step

1. Open Social Planner

  • Log into OTMS.

  • Go to Marketing → Social Planner.

2. Connect Facebook

  • Click + Social (or Facebook icon).

  • Confirm you’re logged into the right Facebook.

  • Select the Page(s) you want.

  • Click Allow/Continue.

  • Refresh Social Planner to confirm it’s connected.

3. Connect Instagram

  • Click + Social → Instagram.

  • Make sure it’s a Business/Creator account.

  • Approve access for OTMS.

  • Select the correct IG account.

  • Refresh to confirm it’s connected.

4. Connect Google Business Profile

  • Click + Social → Google Business Profile.

  • Sign in with the Google account that owns your profile.

  • Select the location(s).

  • Approve access.

  • Refresh to confirm it’s connected.

5. Connect any other platforms

  • Click + Social again.

  • Repeat: choose platform → log in → approve → refresh

Training Library

Browse Training by Category

Find support by feature, tool, or task so you can jump straight to the training you need.

Setup & Integrations

  • Set Up Your Business Info
  • Connect Your Email & Phone
  • Integrate Your Social Media
  • Trust Center & A2P Setup
  • Integrating Zoom & Stripe
  • Adding Users + Setting Permissions

Conversations

  • Navigate the Conversations Inbox
  • How to Reply by Email, SMS, or Social
  • Assign to Team Members
  • Understand Conversation History
  • Custom Fields & Values

Calendars & Appointments

  • Calendar Overview & Integrations
  • Create Calendars & Calendar Groups
  • Set Your Availability + Preferences
  • Syncing Google or Outlook Calendars
  • View Appointments & Bookings

Contacts & Smart Lists

  • Importing & Exporting Contacts
  • Adding / Restoring / Deleting
  • Custom Fields & Tag Best Practices
  • Building Smart Lists

Opportunities & CRM

  • What is a Pipeline?
  • Creating + Customizing Pipelines
  • Adding Leads to a Pipeline
  • Automating Stage Movement

Payments, Invoices & Contracts

  • Connect Stripe or PayPal
  • Create + Send Invoices
  • Use Payment Links
  • Manage Documents & Contracts

Marketing & Social

  • Schedule Social Media Posts
  • Email Campaigns vs. Automations
  • Designing Email Templates
  • Setting Up Brand Boards

Automation & Workflows

  • Creating Workflows
  • Understanding Triggers & Actions
  • Reviewing & Testing Workflows
  • Using Recipes to Save Time

Sites, Funnels, Forms & Chat Widgets

  • Understanding Sites & Funnels
  • Creating Your Website
  • Creating a Funnel
  • Designing Forms
  • Add Your Branding

Memberships & Courses

  • Setting Up Your First Membership
  • Creating a Simple Course
  • Setting Up Paid Access
  • Organizing Members with Groups

AI Tools

  • Build a Site with AI Studio
  • Setup AI Chat Bots
  • Generate On-Brand Copy
  • Manage AI-powered Tools

Reputation & Reviews

  • Why reviews matter
  • Connect Google and Facebook
  • Send review requests easily
  • Automate review follow-ups
  • Showcase reviews to convert

Google, Ads & Analytics

Strategy & Bonus Resources

Still Need Help?

If you cannot find what you need in the training library or FAQs, submit a support request and our team will point you in the right direction.