Send content for client review

Your client reviews content twice: once for the copy (Client Approval – Content) and once for the finished design (Client Approval – Final Design). They can review in the client portal, or through a preview link that needs no sign-in.

1. Send the post to the client

1. Finish the post. The readiness banner must be clear.
2. Click Send to client in the action bar. The post moves to the client approval stage and shows Awaiting Client.

Clients with portal access see it straight away on their approvals page. See Client approvals.

2. Share a preview link (optional)

For clients who don’t use the portal, share a link:

1. On the post, click Create preview link on the right. It only appears while the post is waiting for the client.
2. Click Copy and send the link to your client by email or chat.

• Anyone with the link can see the post and decide, so only send it to the right people.
• The link expires after 14 days.
• Refresh preview link creates a new link. Send the new one to your client.
• Cross posts have their own link that shows every platform in tabs.

See Public approval links for what your client sees.

3. The client decides

Client clicks	What happens
Approve	The post moves on: content approval goes to Production / Design, design approval goes to Scheduling / Publishing.
Request changes	The post goes back, with the client’s note: from content approval to Content Idea, from design approval to Production / Design.
Reject	Same as request changes, recorded as a rejection.

The client must add a note to request changes or reject. The note appears in the post’s comments as a client comment, and the post’s owner and assignees get a notification for every decision.

The client can also leave comments without deciding.

Approving for the client

If the client approves by phone or in a meeting, someone with the “Approve for the client” privilege can click Approve review on the post. AgencyOS records who approved. See Editorial workflow.