Guest approvals
Send a client a link to approve posts or ask for changes without a login, and set up client approval steps.
On this page
A client review link lets your client look at your posts and approve them, without a Social9 account.
Which plan: Team, Agency and Enterprise.
Where to find it#
Dashboard → Agency → Client approvals. Pick the brand in the switcher at the top first. Only owners and admins can make review links.
How to make a review link#
- Under Client review links, choose what to share:
- Pick posts: tick posts that are waiting in Approvals, or
- Date range: every post planned between two dates (up to 3 months).
- Optional: type a Label (optional), e.g. "November posts". Only your team sees it.
- Pick how long the link Works for (3 to 90 days).
- Press Create review link, then Copy link, and send it to your client.
The link is shown only once. If you lose it, make a new one.
What your client sees#
Your client opens the link and sees each post with its text, images or video, the accounts it goes to, the planned time (in the brand's timezone) and any different wording per network.
They type their name once. Then, for each post waiting for them, they press Approve or Request changes (with a comment).
Their name, decision and comment show under the post for everyone with the link, in Agency → Client approvals → Latest client decisions, and in the post's approval history.
| Your client presses | What happens |
|---|---|
| Approve (last step) | The post is scheduled for its planned time. A post without a time moves to Approved |
| Approve (not the last step) | The post moves on to the next of your client approval steps |
| Request changes | The post goes back to Drafts with the comment. Fix it and send it for approval again |
How to set up client approval steps#
Client approval steps (formerly Approval chain) are several approvals in a row, per brand. For example: your account manager checks the post, then your client approves it from the link, then a final team check.
- Go to Agency → Client approvals → Client approval steps.
- Press Add step and choose Team approver or Client (review link). Give the step a name.
- Add more steps and put them in order. You can have up to 5.
- Press Save chain.
A post is only scheduled after the last step is approved. If anyone asks for changes or rejects it, it goes back to drafts and starts again from step 1 next time. Remove every step to go back to one normal approval.
How to turn a link off#
In Agency → Client approvals, press Turn off next to the link. It stops working at once. Decisions already made stay.
Good to know#
- Links also stop working on their own when they expire.
- If a post can't be scheduled yet (for example, an account needs reconnecting), your client still sees "Thanks" and the post stays in Approvals for your team to fix.
- While a post waits for the client, approving it in Approvals tells you it is waiting for the client. While it waits for your team, the client sees With the team instead of the buttons.
- On Free and Individual, the tab shows a Team plan badge and an Upgrade button.
- Connected AI assistants can make a review link with the
share_link_createtool. See Tools reference.