# Send a post for client approval

Hold a scheduled post until your client approves it from a link, with no account needed.

5 min read. Updated 16 Oct 2026. Essential, Pro and Max only.

Walkthrough video (no sound): https://bucket.sociorolla.com/help/client-approvals/bda186a96f9b62ea.mp4

## Before you start

- [Create and schedule your first post](https://sociorolla.com/help/getting-started/first-post)

## Steps

1. Open **Posts** and click **New post**.

   ![Step 1: In Posts, click New post to start the post your client will review.](https://cdn.sanity.io/images/vy53y317/production/98e08c7ef2bffefb484d40e3ffd10588320e556d-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. Choose the platforms the post is for, then click **Continue**.

   ![Step 2: Choose the platforms it goes to, then continue.](https://cdn.sanity.io/images/vy53y317/production/2620c82a4d6bd81052b60beb96249166171fafda-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. Add the media. **From Library** reuses files already uploaded to the brand, so pick one there and click **Continue**.

   ![Step 3: Add the artwork from the brand's media library.](https://cdn.sanity.io/images/vy53y317/production/afe20653481dfbd441c82f7e1d6cf0350f5cf90e-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. Write the caption, then click **Continue**.

   ![Step 4: Write the caption your client will read and approve.](https://cdn.sanity.io/images/vy53y317/production/929dbba3a4dcf46f418828f1840421c166871cd8-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. Check the post settings, then click **Continue**.

   ![Step 5: Leave the post settings as they are and continue.](https://cdn.sanity.io/images/vy53y317/production/2965f4f283d47f3f1b10b6e8fa93ff43e09da52f-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. Check the preview and the pre-flight checklist, then click **Continue**.

   ![Step 6: The preview shows the post as it will look on the feed.](https://cdn.sanity.io/images/vy53y317/production/1a9de461d25c5690a287037000ea9348f62eef46-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. On **Schedule**, open the **Schedule** tab and pick a day and time.

   ![Step 7: Pick the day and the time it should go out.](https://cdn.sanity.io/images/vy53y317/production/327e6f3df083e8d50b56181eccf2488488315854-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

8. Under **Approval**, choose **Requires approval**. The post is held until someone you choose approves it.

   ![Step 8: Under Approval, switch from auto-post to Requires approval.](https://cdn.sanity.io/images/vy53y317/production/b65204c902d07bd477590a8a39a7e8c6cd3a0299-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

9. Tick the client (or teammate) who should approve it. Only the people you tick are notified.

   ![Step 9: Tick who signs off. Only the people you tick are notified.](https://cdn.sanity.io/images/vy53y317/production/47f4dee8ba75b927071a0a91a7fac27a2e8f33ac-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

10. Click **Schedule for** and the date. The post is held, and your client gets an email with a link to it.

    ![Step 10: Schedule it, and your client gets an email with a link to the post.](https://cdn.sanity.io/images/vy53y317/production/d3803d37189153911790d24a3b2e3e7fcb14d440-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

11. The client opens the link. They don't need an account: they see the post exactly as it will publish.

    ![Step 11: Your client opens the link and sees the post without signing in.](https://cdn.sanity.io/images/vy53y317/production/8be9770079cebb95ba7feecd9dd7995b382b69c5-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

12. The client can click **Approve**, **Reject**, or **Request changes** to say what should change, and can leave a comment under the post. If they reject it or ask for changes, edit the post and it goes back to them. Everyone you asked to approve it gets an email again.

    Tip: Clients can approve from their phone; the link works without an account.

    ![Step 12: They can comment, ask for changes or approve it with one click.](https://cdn.sanity.io/images/vy53y317/production/832a17b9330aa3768d63d5f4c46760b694f3c863-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

13. You get a notification when the client approves. The post stays scheduled and publishes at the time you set.

    ![Step 13: You get a notification when they approve, and the post stays scheduled.](https://cdn.sanity.io/images/vy53y317/production/fb239f10725eaa25fc40fde3474a8ee82b95522b-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### Who can approve

The picker lists teammates who can approve under **Team** and the brand's clients under **Clients**. You aren't in the list yourself. Only the people you tick are told about the post, and a client who couldn't approve posts before can approve this one.

### Adding a client as an approver

If the brand has no clients yet, click **Invite a client** under the approvers and enter their name and email. They're added when you schedule the post, and the approval request is the first email they get.

### What your client can do

**Approve** lets the post publish at its time. **Request changes** asks for a note saying what to change, and **Reject** can take one. You get a notification for each, with their note. If they ask for changes or reject it, edit the post and it goes back to them: everyone you named is emailed again and the reminder starts over, and the post's **Approval** panel says who it went back to.

### Posting now

Approval is only offered for a post scheduled for later. A post sent with **Post now** goes out straight away.

## Related articles

- [Follow up on posts waiting for approval](https://sociorolla.com/help/clients-and-approvals/approval-deadlines)
- [Share your calendar with a client](https://sociorolla.com/help/clients-and-approvals/client-sharing)

Source: https://sociorolla.com/help/clients-and-approvals/client-approvals
