Share a plan with your client

Approve a finished plan so your client can see it, comment and approve its posts.

Who can do this: Admins

Before you start

• Every post has media and a caption. Stories need their visuals.
• If a Creative made or submitted the plan, approve each post and story first with Approve post or Approve story.

You can still share with gaps, but the app asks you to confirm first.

Steps

1. Open the plan from Draft plans.

2. Check the Grid, Stories and Table views.

   To see exactly what the client will see, use Preview a plan as your client.

3. Select Approve and share in the plan header.

   

4. Check Some things are not ready, if it opens. Fix the listed posts, or select Continue anyway to share. If the client has no active users, the dialog also warns that nobody can review the plan or get an email. Select Add a person to open the client’s Users section.

   If every post is ready and someone at the client will get an email, the app asks you to confirm instead and names who gets it. Select Approve and share again.

   Either way, you can pick a day in Approve by (optional) to ask the client to approve by then. Leave it empty for no date. The earliest day you can pick is today in the client's time zone.

What happens next

The plan's status changes to Shared and it moves to Approved plans. Your client gets an in-app notification, and an email if they have that email type turned on. They can now comment, suggest captions and approve posts and stories.

If you picked an Approve by day, the notification and email ask the client to approve by that date. The plan header shows the date on your side. Your client sees it in Plans to approve and in the plan's pages menu.

Reminders

If a shared plan has an Approve by day, the app emails the client's users for you: two days before the day and again on the day, from 09:00 in the client's time zone. Reminders only go out while something in the plan is still not approved. Nothing is sent after the day, or for a plan that is unshared, completed, fully approved or belongs to an archived client. There is no separate setting for these emails: they follow each person's own email switch and their mute of your agency's client, so someone who turned email off or muted your agency gets the in-app notification only.

To nudge the client yourself, select Send reminder in the plan header. Any staff member with access to the client can use it. The button appears only on a shared plan that is still waiting for approval, next to a muted note such as "Reminded yesterday".

• You can send one reminder every 24 hours. An automatic reminder counts too, so after a reminder the button is disabled until 24 hours have passed. If it still goes through, the app says "Already reminded in the last 24 hours."
• A reminder you send in the morning means the automatic one for that day is skipped.
• Sharing the plan, or changing its Approve by day, also counts as that day's reminder: share at 14:00 two days before the day and the next automatic reminder comes on the day itself.
• Every reminder is recorded in the Activity log, which admins can see.

Notes

• If captions or ready media changed while a post or story was open, its approval fails with a message and the panel refreshes. Check the updated content, then select Approve post or Approve story again.
• Creatives select Submit for review instead. Only an Admin can approve and share a plan.
• Before sharing, the app tells you who at the client will get an email. Active users who have turned email off or muted your agency’s client do not trigger the missing-reviewer warning. That warning appears only on Approve and share, not Submit for review.
• If every post is ready, the client has active users, and none would get an email, the plan is shared straight away, with no dialog and no Approve by field. Set the date in the plan's Settings tab instead.
• The Approve by chip in the plan header reads, for example, "Approve by 24 Oct". It turns amber two days before and reads Approve by today on the day. After that it reads, for example, "Overdue since 24 Oct". Your client sees the day in Plans to approve, and in the plan's pages menu after the approval progress until every post and story is approved or the plan is completed.
• To change or clear the date later, use Approve by (optional) in the plan's Settings tab. See Create a plan. Changing or clearing the date of a plan that is already shared emails the client, for example "The approval date for October feed is now 28 October 2026." or "October feed no longer has an approval date.". The email goes out a few minutes after you stop changing the date, and only names the date the plan ends up with. A change that ends where it started, such as A to B and back to A, sends nothing. Setting the date while you share doesn't send this extra email, because the share email already carries it.
• A plan with alternative grids asks the client to choose a grid first. The plan header shows Waiting for the client to choose a grid until they do.
• Export the plan after sharing if you want a snapshot. Comments and internal notes are not included.

Related

• How client approval works
• Unshare, complete or delete a plan
• Approve posts and stories (client guide)