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Add a client from All clients: click Add client, type the business name and click Add. A client counts toward your plan as soon as you add it, whether or not its Instagram is connected.

To connect Instagram, open the client and click Connect Instagram. You sign in with Instagram's own login and approve read-only access, so Beavly can read the numbers but can't post or change anything. It works with Business and Creator accounts, and you don't need a Facebook Page.

Beavly pulls the first numbers as soon as you approve access, so the client page usually has real data when you land on it. If that first pull fails, Beavly tries again on its own within the hour.

All clients shows how many spots you've used, for example "4 of 10 on your plan". At your limit, Beavly asks you to upgrade before you add another client. Upgrades on Billing take effect right away.

To remove a client, hover over its card and click the bin icon, or open the client and choose Delete client from the More options (⋯) menu. This permanently deletes the client, its Instagram connection and every metric and report stored for it. The spot frees up immediately.

The top of the client page shows followers, reach, engagement rate and views, each with a daily chart and its change against an earlier period. The main chart also covers profile views. Further down you'll find posts published, average likes and reach per post, top posts, and engagement per day (likes, comments, saves, shares). Hover the ⓘ next to any metric for a short definition.

The Audience tab adds account activity (accounts engaged, interactions, follows vs unfollows, profile link taps) and a breakdown of followers by gender, age, top countries and top cities.

Beavly updates every connected account automatically every hour, and the client page shows when it last synced. For the latest numbers right away, click Refresh next to the sync time. It pulls fresh data and reloads the page. You can refresh each client once every 5 minutes, and automatic updates count toward that limit.

When you first connect, Beavly pulls today's numbers and the 25 most recent posts right away. Where Instagram makes them available, it also brings in up to 60 days of earlier daily reach and profile views. It rebuilds about 30 days of follower history from Instagram's daily new-follower counts.

Pick 7D, 30D (the default) or 90D, or set any start and end date. By default, changes are measured against the same-length period just before your range. Use "compared with" to choose different dates. The main chart shows that earlier period as a dashed line so you can compare day by day.

Reels: for Reels posted in your date range, you get total plays (with the change against the comparison period), average plays per Reel, average watch time and total watch time. Beavly compares average reach per Reel with your other posts, for example "Reels reach 40% more people than other posts", and ranks your top 3 Reels by plays. Click a Reel to open it on Instagram.

Stories: for Stories posted in your range, you get average reach per Story (with the change against the comparison period), replies, shares and exit rate. A bar shows how viewers moved through them: taps forward, taps back, swipes away and exits. Your top 3 Stories by reach are listed with their replies and exits.

Instagram only shares a Story's stats while it's live, which is 24 hours. Beavly reads every live Story each hour and keeps the last reading after the Story expires, so your Story history builds from the day you connect.

Each Reel's post card also shows its views and engagement rate per view. The Published posts table counts Reels and Stories separately from photos, carousels and videos.

How it's built: the headline compares reach with the previous period, or with the period you pick under Compare to, and labels it anywhere from "Great period" to "A quieter period". After that come the follower change and the standout format. A format only counts as the standout if it reached at least 20% more people than the next-best one. If no format stands out, the top post goes there instead. Then the best day to post and any profile link taps. A sentence only appears when the numbers support it.

Next step: Beavly recommends the format and day that perform best, for example "More Reels, posted on Tuesdays". If only one of those is clear, you get just that one. If there are no posts to learn from, it tells you to post 2 to 3 times a week. If neither pattern is clear yet, there's no next step.

Heads up: if followers rise or fall sharply within a week, a Heads up line gives the dates and the size of the move. To count, the move has to be at least 10 followers and at least 15% of the account's size, on top of its usual daily pace. A drop is shown as a warning and a jump on its own as good news. If a spike mostly disappears within days, Beavly notes that this is often a sign of follow/unfollow or bot accounts.

Show details lists the rest of the summary and what changed compared with the previous period. Copy summary copies all of it. To edit, click "Edit before it goes in the report" (or go to Export report, then PDF report). Switch on Monthly summary, rewrite it (up to 2,000 characters) or click Reset to auto, and add a personal note if you like.

The strategy part: PDF and PowerPoint reports include "Your next Instagram strategy". It shows the best format and best day to post, each with its lead, plus a numbered "What to post next" list.

The heatmap splits each day of the week into eight 3-hour blocks, from 12–3am to 9pm–12am. The colour of each square shows the average engagement of posts published in that slot, and darker means better. Empty squares had no posts. Hover over or tap a square to see how many posts it covers and their average likes, comments, saves and shares.

Engagement here means likes, comments, saves and shares added together for each post. It isn't engagement rate, and Stories aren't counted.

The heatmap uses posts from the last 90 days (up to the 200 most recent), whatever date range you're viewing, and appears once there are at least 5. A best slot such as "Tuesdays, 6–9pm" is named only when there are at least 8 posts, at least 2 of them in that slot, and the slot beats the account's average post by 20% or more. Until then you'll see "No clear winner yet".

Times are shown in the viewer's own time zone, so you and your client each see your local time. Your offset is shown next to the date picker. PDF reports use the time zone of the browser you last generated a PDF from, and automatic reports use the same one.

The Best day to post chart shows average engagement per post for each day of the week, with the best day in green and its lead. A best day is named only with at least 5 posts, at least 2 on that day, and a lead of 20% or more. With a range of 30 days or more it uses posts from that range (up to 60). With a shorter range it uses the 60 most recent posts.

There are four goal types. Followers counts total followers from the day you set the goal. Monthly reach is the number of people reached in the last 30 days. Engagement rate is the average over the last 30 days, as a percentage. Monthly link taps counts taps on the profile's website, email or call buttons in the last 30 days. Each client can have up to 4 goals, one of each type.

Follower goals can take an optional "By" date. Beavly compares the share of the goal you've reached with the share of time that has passed since you set it. If the two are within 5 points it shows On track, otherwise Behind pace. Goals without a date show In progress until they're reached.

Progress for a follower goal runs from the starting count to the target. A client at 10,000 aiming for 12,000 therefore starts at 0%, not 83%. For the other goal types, progress is the current figure divided by the target. Each tile shows the current value, the target, the percentage and a status: Achieved, On track, Behind pace, In progress or Waiting for data.

On the dashboard and the live link, progress is always measured over the last 30 days, whatever range you're viewing. In a PDF report it's measured over the report's dates. If the report doesn't cover about a month, monthly reach and link taps are converted to a 30-day figure so they still line up with the target.

Calendar shows each client's published posts on the day and at the time they went live. New posts are added when Beavly syncs, which happens every hour. You can switch between Month, Week and List views. Hover over any item for a quick look. Click a post to see its lifetime reach, likes, comments, shares, saves, engagement and engagement rate, along with a preview and a link to the post on Instagram. Videos and Reels play right in the preview: press play and Beavly loads the video from Instagram.

To plan something, click + Note or the + on any day. A note has a title, optional details, linked client profiles and a colour. For a campaign, drag from the first day to the last, or set an Ends date on the note. The campaign then shows as one bar across those days.

Labels such as Product launch or Promo keep related work together. Create a label from a note or a draft, then use it on notes, drafts and published posts. You label published posts on a client's Posts insights tab. Filters let you search captions and notes, choose post types (Photo, Reel, Video, Carousel), show or hide posts, notes and drafts, and narrow by label. The profiles panel shows or hides individual clients.

Click New draft to write a post. Choose one or more client profiles, write the caption, add images, pick a label and set a planned date and time. The Instagram preview updates as you write, and you can flip through multiple images. Drafts with a planned time appear on the calendar with a dashed outline. The Drafts page lists every draft, with search, label and profile filters, and Edit, Duplicate and Delete.

Times are shown in the time zone you pick on the calendar. You can choose your own zone, a popular city, or search for any city or GMT offset. The draft editor uses the same zone, so a draft planned for 9:00am is 9:00am in that zone.

Open a client, click Share & automate and switch on Live client link. Copy the link to send it, or open it to see exactly what your client will see. Each client has their own link.

Your client sees an automatic summary of the period and the headline numbers. They also see where their followers are, top posts, best time to post, engagement per day and what each format earns. Tabs below cover Posts insights (published posts, best day to post, Reels, Stories and every post with its stats), Audience (activity, follower trend and demographics) and Goals.

Your client can switch between the last 7, 30 and 90 days. The page opens on 30 days. Each account shows when it was last updated. The newest numbers from Beavly's hourly sync load every time the page is opened, so you never have to resend anything.

Goals you've set for the client appear as progress bars that your client can see but not change. Monthly goals are always measured over the last 30 days, whichever range is selected.

The page uses the agency name, logo and colour you set in Branding, and the footer reads "Shared by" followed by your agency name. Switch the link off and it stops working straight away. Switch it back on to get a brand-new link. The old link keeps showing a "Link not available" page.

Open a client and click Share & automate. Switch on Automatic monthly report, enter the email address it should go to, choose a day from the 1st to the 28th, then click Save.

On that day each month, your client gets an email with the PDF attached. The subject line names the client and the month, and the message says the report covers followers, reach, engagement, their best posts and what to post next.

The report always covers the whole previous calendar month, from the 1st to the last day. It is the same branded PDF you can export yourself and follows the sections you picked in Choose sections. When the Monthly summary section is on, Beavly writes the summary for you from the numbers.

The email is sent from Beavly's reports address and signed with your agency name from Branding. When your client replies, the reply goes to your own email address.

To stop it, open Share & automate and switch Automatic monthly report off. It turns off straight away, no Save needed.

Go to Branding in the sidebar. Enter your agency name, upload your logo and pick your brand colour, then click Save branding. A preview shows how your report cover will look.

PDF reports: your logo and agency name sit on the cover, the cover's reach chart and glow use your colour, and the footer reads "Prepared by" followed by your agency name. A personal note is headed "A note from" your agency and edged in your colour.

Automatic monthly emails: the attached PDF carries the same branding, and the email is signed with your agency name.

Live client link: your logo and agency name appear in the header, which is tinted with your colour, and the footer reads "Shared by" followed by your agency name.

PowerPoint: the title slide shows your agency name in place of the Beavly logo, and the file lists your agency as its author. Your logo and colour are not used in the deck.

Excel: the Summary sheet is headed with your agency name.

Each client can have its own colour: on the Branding page, preview that client and choose Own colour. It replaces your agency colour on that client's PDF cover, live link and PowerPoint title slide. Your agency name and logo stay the same.

Open a client and set the period with 7D, 30D, 90D or a custom start and end date. Then click Export report and pick a format. Every export covers that period and compares it with the period of the same length just before it.

PDF report: a branded A4 report with a cover, the sections you chose, and a page explaining what each number means. Before it builds, you can switch on a Monthly summary that Beavly writes from the numbers and you can edit, and a Personal note of up to 1,000 characters printed at the top of the report. Both start switched off.

PowerPoint: a widescreen deck with a title slide and one topic per slide. Charts are real PowerPoint charts, so you can restyle them or drop slides into your own deck. It follows your chosen sections, except Goals, Account activity and Best time to post, which appear in the PDF only.

Excel workbook: five sheets. Overview has the period's key numbers per account, Daily metrics has followers, reach, impressions, profile views and engagement rate for each day, Strategy has the best format, best day and what to post next, Demographics has gender, age, top countries and cities, and Posts lists the period's top 10 posts with likes, comments, saves, shares, reach and a link. CSV gives you one row per day with followers, reach, impressions, profile views and engagement rate, ready for any spreadsheet.

Choose sections: open Export report and click Choose sections… to switch any of the 15 sections on or off and drag them into the order you want. Your choice is saved for that client and used for every PDF and PowerPoint, including automatic monthly emails. Reset to default brings back every section in the original order.