Getting client approval on social media posts shouldn't mean screenshots in email threads and a spreadsheet named "FINAL approvals v3". In Pallyy, clients review upcoming posts on a live shared calendar link, comment on anything that needs changing, and approve with one click, and approved posts schedule themselves.
How to set up client approval
The setup takes about ten minutes per client, once, and every future post follows the same path.
1. Keep the client's accounts in their own social set
Each client belongs in their own social set, so their calendar and reviews stay separate from other clients. That separation is what makes the shared link safe to send: it only ever shows that client's posts.
2. Open the share menu on their calendar
Open the client's Calendar > Month, click the three dot menu, and choose Share. This opens the settings for that calendar's shareable link.
3. Turn on the approval toggles
In the Shared Calendar modal, turn on Enabled, Allow post approval, Schedule post on approval, and Show draft posts. Together these let your client see drafts, approve them, and have approved posts schedule themselves.
4. Save and send the link
Click Save, copy the calendar link, and send it to your client once. It's theirs to bookmark, and it stays live for every future post.
5. Request approval on your drafts
Draft posts in the composer, then choose Save and request external approval from the arrow beside the main action button. That marks the post as waiting on the client.
6. Let your client review from their link
Your client opens their link, previews each post exactly as it will publish, and approves or requests changes. They don't need an account or a login at any point.
7. Approved posts schedule themselves
Approved drafts are scheduled automatically at their planned times, so sign-off is the last touch a post needs. You'll only hear back when something needs changing.
What your client sees
Your client sees a clean calendar of upcoming posts in the browser, with no Pallyy account, login, or training required. They open the link, tap a post to preview it, and act on it right there. Every post preview shows the content as it will actually publish, so what they approve is what goes live.
When the client wants changes
A post the client rejects doesn't disappear, it parks as a draft with their comment attached. Request changes prompts the client for a comment, so the feedback travels with the post instead of arriving in a separate email. Revise the draft, request approval again, and it goes back through the same flow, with the post's history keeping the full timeline of who changed what.
Review internally before the client sees anything
Chain an internal review before the client sees a post when it needs a second set of eyes first. Choose Save and request internal approval, let a teammate review it at Publish > Review > Approvals, then send the approved version out with Save and request external approval. The approvals workspace keeps the two queues in separate tabs, so what's on your team and what's with clients never blur.
Comments have an Internal only toggle that hides them from shared calendar viewers. Your team can be candid in the margins while the client sees only the notes meant for them.
Frequently asked questions
Do clients need an account to approve posts?
No. Clients review and approve through a shared calendar link, straight from any browser, with no account or login. You handle the requesting inside Pallyy, they handle the approving from the link.
What happens the moment a client approves?
With Schedule post on approval turned on, the approved draft is scheduled at its planned time in the same moment. Without it, the approval is recorded and you schedule the post yourself.
Can clients approve some posts but not others?
Yes, every post is reviewed individually. Clients approve, approve with a comment, or request changes per post, and each decision is tracked in that post's history.
Can I stop a client from approving and make them view only?
Yes. Turn on Read-only in that client's shared calendar settings and their link becomes view only. Settings are per calendar, so one client can have approval powers while another just watches the plan.
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Still need help? Email us at hey@pallyy.com and we'll get back to you.