Help centre Getting started

Sending a post for approval

When a post is ready for your client to see, move it to In Review.

  1. Open the post. On the calendar, press it.
  2. Press the stage at the top of the post, then Move to In Review.
  3. Your client is told: on Slack if it is connected, or by email to everyone who signs in to their portal.

In their portal they press Approve or Request changes. Approve moves the post to Approved. Request changes moves it to Needs Revision, and what they wrote shows on the post's Details tab, under Client.

If nobody at the client can sign in yet, nobody is emailed. Invite them and they will find it waiting in their portal.

Without a sign-in

On the post's Details tab, under Review link, press Copy link and send it to them. They can look and ask for changes without signing in. The link lasts 14 days. Approving needs a sign-in.