How clients approve content

When you click Send to client on a post, it lands in the client’s portal marked Needs Review. This page walks a client from that moment to an approved post. For your side of the process, see Send content for client review.

1. Find the posts to review

The client opens Posts from the menu, or clicks Review on Home.

• Search posts (callout 1) matches titles, captions and platforms.
• The status tabs (callout 2) filter the list: All, Needs Review, In Progress, Approved and Scheduled. Each shows a count.
• Posts waiting for the client have a Review button (callout 3). Every other post has View, which opens it read-only.

2. Review and decide

1. The client clicks Review. The Review Post page shows a preview of the post as it will look on the platform (callout 1), and its title, platform, scheduled date and time, hashtags and mentions under Post Details.
2. To approve: optionally type a note in Add Note (callout 2), then click Approve (callout 3).
3. To ask for changes: click Request Changes (callout 4). In the window that opens, pick what needs to change (Caption, Visual, Date / Time, Platform or Other), describe the change, and click Submit Change Request. A description is required.
4. The portal goes back to the list and the post’s status updates.

What happens next

• Approve moves the post on in your workflow: content approval goes to production, design approval goes to scheduling. The client then sees it as In Progress or Approved.
• Request Changes sends the post back to your team with the client’s note, which appears as a client comment on the post. The client sees Changes Requested.
• The post’s owner and assignees get a notification for every decision.

Most posts come back twice: once for the text (content approval) and once for the finished design. See Editorial workflow.

Cross posts

A cross post (one idea published on several platforms) appears as a single row with every platform listed. On the review page, a tab per platform shows each version. The client switches tabs to check them all, then makes one decision for the whole package. See Cross posts.

Comments and files

Below a single post, the Comments section is a conversation between the client and your agency.

1. The client types in Write a comment for your agency….
2. To add files, they click Attach. Each file can be up to 25 MB.
3. They click Send comment.

• Images in comments show as thumbnails. Clicking an attachment downloads it.
• Clients only see comments your team marked for the client. Internal team comments stay hidden.
• Commenting doesn’t change the post’s status. To approve or ask for changes, the client still uses the buttons.

Your team sees the client’s comments on the post in AgencyOS. See Comments and mentions.

Posts the client has already decided

Opening a post with View shows a banner instead of the buttons:

Banner	Meaning
Approved	Approved and on its way to being scheduled.
Scheduled	Shows the date and time it will publish.
In Progress	Your team is working on it. The client gets a notification when it’s ready to review.