Agencies and clients
Tools for agencies and anyone posting for clients - client approvals, shareable reports, your own branding, letting clients connect accounts, best times and goals.
On this page
The Agency page has what you need to work with clients: approvals, reports, your own branding, and help posting at the right times.
You'll find it at Dashboard → Brand → Agency. Most of it is set up by a workspace owner or admin.
What you can do#
| Tool | What it does | Plan | Page |
|---|---|---|---|
| Client review links | Your client sees the posts and approves them or asks for changes. No login | Team and up | Guest approvals |
| Client approval steps | Several approvals in a row, e.g. your team, then the client, then a final check (formerly Approval chain) | Team and up | Guest approvals |
| Let clients connect accounts | Your client connects their own social accounts to a brand. No login, no password sharing (formerly Client Connect) | Agency and up | Let clients connect accounts |
| Reports | A live report link, a printable PDF, and reports emailed every week or month | Team and up | Reports and your branding |
| Your branding | Your company name, logo and colour on every page your clients see (formerly White-label) | Agency and up | Reports and your branding |
| Best time to post | Good days and hours for each account, from your own results | All plans | Best time to post |
| Goals and streaks | A weekly posting goal per brand, and how many weeks in a row you hit it | All plans | Goals and streaks |
On a lower plan, the Agency page still shows each tab, with a Team plan or Agency plan badge and an Upgrade button.
Links you share are safe to send#
Every link you make here (review, report, client connect invite):
- is long and random, so nobody can guess it,
- is shown only once, when you make it. Copy it then. Social9 keeps only a fingerprint of it,
- expires after the number of days you pick,
- can be turned off at any time, from the same place you made it.