# When onboarding is complete

The client's link becomes their portal for approving posts, and you move them to Active.

3 min read. Updated 16 Oct 2026. Pro and Max only.

## Before you start

- [What your client sees in the onboarding hub](https://sociorolla.com/help/client-onboarding/client-hub)

## Steps

1. Onboarding is complete when the client finishes the last step, here approving the strategy.

   ![Step 1: Onboarding finishes when the client completes the last step.](https://cdn.sanity.io/images/vy53y317/production/3ec33d40020cade4aee114350c1bcc711aafd027-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. The client opens the strategy from their link and approves it.

   ![Step 2: Approving the strategy is the last step.](https://cdn.sanity.io/images/vy53y317/production/9e4b3ca05fd6d6f69002da6caadbedc32b6fa5eb-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. From now on, the same link opens the client's portal. Posts you send for their approval show up at the top, and **Coming next** shows what is scheduled.

   ![Step 3: The same link now opens their portal. Posts you send for approval show up here.](https://cdn.sanity.io/images/vy53y317/production/421318866ae4cdeca34b74d6a963f39ae82057b5-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. **See the full calendar** opens the brand's calendar. **Your agreement and files** keeps the signed agreement and the files from onboarding, and **Your setup** shows the finished steps.

   ![Step 4: Their agreement, files and setup stay one click away.](https://cdn.sanity.io/images/vy53y317/production/07d84db99bd921e00d7d1fb79a402d61ca456f4a-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. On the client's record, the **Onboarding hub** card says **Every step is done**, and you get a notification that the client finished onboarding.

   ![Step 5: On your side, the hub card says every step is done.](https://cdn.sanity.io/images/vy53y317/production/3ec33d40020cade4aee114350c1bcc711aafd027-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. Click **Move to Active**. An active client needs its retainer: the monthly amount, the currency, posts a month and platforms.

   ![Step 6: Click Move to Active and fill in the retainer you agreed.](https://cdn.sanity.io/images/vy53y317/production/be0fd0da8c973471ae58646224a86324ce3a5b28-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. Enter the **Retainer a month**, how many posts a month and the platforms you cover, then click **Move to Active**.

   ![Step 7: Enter the retainer, posts a month and platforms, then move the client.](https://cdn.sanity.io/images/vy53y317/production/87644230cc5687b3b16baa01b48214c8f7148490-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

8. The client moves to **Active** and counts towards your monthly retainers on the board. The hub card now says when the client last opened their portal.

   ![Step 8: The client is Active, and the card now shows when they last opened their portal.](https://cdn.sanity.io/images/vy53y317/production/73b8207d879c47f97616c14107a6087731859af9-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### The portal

The portal uses the same link as the hub, so your client needs nothing new. It shows the posts you ask them to approve, what is scheduled next and the brand's calendar, where they can comment. They can approve a post only when you name them as its approver.

### Ending the relationship

Moving a client to **Ended** offers to revoke the onboarding hub, so the link stops working, and to revoke their portal access and connect links. **Revoke portal access** in the client's menu does the same later.

## Related articles

- [What your client sees in the onboarding hub](https://sociorolla.com/help/client-onboarding/client-hub)
- [Track each client's onboarding](https://sociorolla.com/help/client-onboarding/track-onboarding)

Source: https://sociorolla.com/help/client-onboarding/onboarding-complete