Client approvals and review links

Send posts to a client for approval without giving them a login. Create a review link from the Approvals page or from a single post, share it by link or email, and the client approves each post or asks for changes with comments. You can protect the link with a password and send a reminder.

Send posts for approval#

1. Open Approvals in the sidebar and go to the Client review tab. Click Send for approval. Or open one post from the calendar and click Send for approval under Client approval.
2. Give the link a title, for example "November posts", and the client's name (optional).
3. Tick the drafts or scheduled posts to include.
4. Under Share, choose to copy the link or send it by email. For email, enter up to 5 addresses and an optional note. Notes cannot contain links.
5. Turn on Protect with a password if the link might be passed on. A password needs at least 6 characters.
6. Click to create. Copy the link with Copy link, or the email goes out at once.

What the client sees#

• The client opens the link, types their name once, and sees each post with its media and caption.
• They click to approve a post, or ask for changes and leave a comment. They can quote part of the caption in a comment.
• A post that is already live is shown but cannot be changed.
• A client decision never publishes a post by itself. Your team still schedules it.

Follow up#

• The Client review tab shows each link with how many posts are waiting, approved or have changes requested.
• Remind client sends a reminder email. It is available one day after the last email, while posts are still waiting.
• Send to someone else adds more recipients, up to 10 per link.
• Change or remove the password at any time. Anyone who opened the link before must type the new password.
• Turn off now stops the link from opening.

Details#

• Links expire after 30 days by default. You can set 1 to 90 days.
• Client comments appear on the post for your team, marked Client. Your team's replies are marked Team.
• Client emails include an unsubscribe link.
• Review links work while your subscription is active. They stop opening if it ends.

For approvals inside your own team (members' posts waiting for an admin), see Post approvals for your team.