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For clients / Reviewing

Approve posts and stories

Approve each post by selecting a caption, approve stories, and suggest your own caption.

Before you start

If the plan has more than one grid, choose a grid first. Until you do, each post shows Choose a grid first under its captions, and you can't select them.

Steps

  1. Open the plan from Plans to approve and go to a post's page.

  2. Select the caption you want. A tick shows on it, and the post is approved.

    Two caption boxes of Post 9, the agency's caption and Your suggestion, with Remove my suggestion belowTwo caption boxes of Post 9, the agency's caption and Your suggestion, with Remove my suggestion below
    Post 9 waits for approval. The empty circle on each caption fills with a tick once you select it.

    To take the approval back, select the same caption again.

  3. If no caption fits, select + Suggest a caption, write the caption you would post and select Suggest. It shows as Your suggestion, and you can approve it like any other caption.

  4. Approve each story, on the pages after Story designs. Select its caption, or, for a story without one, the box that says No caption. Select to approve this story.

What happens next

A short message confirms each change, such as Caption approved or Approval withdrawn. In the pages menu, the approved page's dot turns into a tick, and the plan's progress counts it, for example "9 of 12 approved". Your agency gets a notification about each approval, withdrawal and suggestion. The Waiting column in Plans to approve shows how many posts and stories still need you.

There is no button to approve a whole plan. The plan is fully approved once every post and story in it is approved, and the pages menu then says All approved.

Notes

  • A post takes one suggestion from your business, shared by everyone there. Once someone has suggested a caption, it shows with their name, such as "Anna's suggestion", and + Suggest a caption goes away.
  • Until your suggestion is approved, Remove my suggestion sits under it. Select it, then Delete. Only your agency can restore a deleted suggestion, for 15 days.
  • If your agency asked you to approve by a certain day, the notification and email about the shared plan say so, and Plans to approve shows it under Approve by. In the plan, the pages menu shows it after the progress, for example "8 of 9 approved · approve by 13 Nov", until every post and story is approved.
  • While a plan with an Approve by day still has something unapproved, your agency's system emails you a reminder two days before the day and again on the day, from 09:00 in the time zone your agency has set for you. If the plan was shared with you, or its Approve by day changed, earlier that day, that email stands in for the day's reminder. Your agency can also send one by hand. There is no separate setting for these emails: they follow your account-wide email switch and any mute of your agency, and none arrive after the day or once everything is approved.
  • If your agency changes or removes the Approve by day of a plan they already shared, you get an email such as "The approval date for September feed is now 28 September 2026."
  • A post that is already live shows its captions as plain boxes you can't select. So does every page of a completed plan, where the pages menu says Completed, and of a plan your agency has made read-only by archiving your business, where it says This plan is read-only.

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