Clients & Approval Flows

Client groups let you organise accounts by client and enable external approval workflows.

Creating a client group

1. Go to Workspace
2. Click New Client/Group
3. Enter the client name
4. Optionally set a timezone for the client
5. Assign social accounts to the group

Client approval flow

Sending for approval

1. Create and schedule a post for a client's account
2. Open the post modal
3. Click Send for Approval
4. Select the client group (if not already assigned)
5. Add an optional team note for context
6. The client receives a unique guest link

Guest review experience

The guest reviewer sees:

• A dedicated Queue view and Calendar view
• Linked platform versions grouped into one review item when they are the same post across multiple platforms
• A live platform-style preview with the current caption and media
• Separate Review status and Publish status badges
• Platform, account, and scheduled time details
• Team notes, latest feedback, and full review history
• Approve, Request Changes, or Reject buttons
• A comment field for feedback

What the sending user sees

Inside the post modal and dashboard:

• Review status stays separate from Publish status
• Client comments and decisions remain visible in the post history
• If the post is overdue, posterly warns that approving it will queue immediate publishing
• Post Now is blocked while approval is still pending, changes are requested, or the post is rejected
• Once the post is live, the app shows View Post links anywhere a live post URL is available

After review

• Approved before the scheduled time — The post stays scheduled and publishes at the planned time
• Approved after the scheduled time — The post queues for immediate publishing automatically
• Changes Requested — The post stays in the approval flow with the client's feedback visible, and any new edits create a fresh review version
• Rejected — The post is blocked from publishing until it is revised and sent for review again

Review status vs publish status

These are shown separately in posterly because they answer different questions:

• Review status tells you whether the client has approved the content
• Publish status tells you whether the platform delivery is still scheduled, currently publishing, failed, or already published

That means a post can be Approved and still be Scheduled, or Approved and already Published.

Live published links

When a post has already gone live and the platform returns a public post URL, the reviewer dashboard shows a View post link so the client can open the published post directly from their review page.

Per-client timezones

Each client group can have its own timezone. When you schedule posts for that client's accounts, the time picker uses their timezone automatically.