Send posts to a client for review

Plan posts for someone else, an agency client or the owner of the studio you post for, and let them approve before anything goes out. They open a link, with no account and no password.

Send a review

1. Open Calendar and go to the week or month with the posts.
2. Press Send for review. A page opens where the drafts and scheduled posts in view are ticked, and drafts without a date are listed below them. Tick or untick until the list is right, at most 30.
3. Write who it is for, for example "Anna at Studio North". Add their email address if Postfjord should send the link, and a note if you like. A workspace can email 20 review links a day; Postfjord uses the address only for that email and does not keep it.
4. Check Hold posts until the client approves. It is ticked already in a workspace with more than one member, and when a post you picked is held. Untick it if the posts may go out without their yes. See Hold posts until the client approves.
5. Press Send the link or Make the link. Copy the link to send it yourself, in a chat or an email.

The link works for 30 days. Only people who have it can see the posts, so send it to your client only. To stop it sooner, open one of its posts and press Close review link. You can do that if you are an owner or sent the review. The answers stay on the posts. A post held for your client's approval stays held until an owner presses Stop holding, or you send it for review again. A review link also stops when the person who sent it leaves the workspace.

What your client sees

Your workspace's name and logo from the brand kit, with "Prepared by" and your agency's logo beside them when the workspace has agency branding on, then each post: the date and time, the channels, every picture, the text and the link. Under it, each channel that sends something of its own gets a box with it: its own text, hashtags, first comment, title, pictures, format (such as a story or a reel), link, picture shape, Pinterest board, Business Profile offer or event, and who can watch on YouTube and TikTok. Their approval covers all of that, so they never approve something the page did not show them. A channel you switched off for the post is left out. Under each post they press Approve, or write what should change and press Ask for changes. They can change an answer while the link works, up to 300 changes for one link.

Approve all at once

When two or more posts still wait for an answer, the page shows Approve all 5 posts (with the real number) above the posts and again below them.

1. Your client presses it.
2. A page lists the posts it approves, by date, and asks Approve these 5 posts?
3. They press Yes, approve all 5, or Go back to look again.

Each post is approved as your client saw it on the page. Postfjord then says how many were approved, and which were not and why:

• It changed after they opened the page. If you edit a post while their page is open, it is not approved. They go back, see the new version and answer it there.
• It already had an answer. A post they asked to change, or one they answered in another tab, keeps that answer.
• It already went out or was removed.

You hear about it in one email, the same as when they approve posts one by one. With the hold on, an approved post may go out at its time, as with a single approval.

One link can use Approve all 20 times. After that the button is gone from the page, and your client approves each post on its own with Approve. Reloading the page that says what was approved does not count as another use.

Comments on a post

Under each post on the link there is a thread, oldest comment first, where your client and your team can talk about that post.

1. Your client writes a comment or a question under the post and presses Send comment. No account is needed.
2. You see it on the post in Postfjord, under Comments on the review, and in the email about their answers.
3. Anyone who can edit posts writes a reply there and presses Send reply.
4. Your client sees the reply under the same post when they open or reload the link, within a minute. Postfjord does not email them about it.

When your client presses Ask for changes, what they wrote shows in the thread too, as "asked for changes".

A comment never approves a post and never lets a held post go out. Only Approve does that.

Some limits keep the thread readable and the link safe:

• A comment is plain text, up to 1,000 characters.
• One post can have 50 comments on a review, and a review 300 in all.
• One link can write 20 comments in 10 minutes. After that your client waits a few minutes.
• You can reply while the link works. After it stops working, send the post for review again to keep talking.

The thread belongs to the review. If you send the post for review again, the post shows the new review's thread. The older link then closes its comments on that post: your client can still read them there, and writes new ones on the newest link. That way every comment shows on the post in Postfjord, where you can reply.

Where the answer shows

• The post in Calendar gets a small mark: Review, OK or Changes, or Held while the hold keeps it back.
• The post itself says who answered and what they wrote, with the comments below.
• Whoever sent the review gets one email about the client's answers and comments.

Without the hold, an answer changes nothing on the post. An approved post goes out as planned. When the client asks for changes, a draft waits for you, and a scheduled post still goes out at its time unless you change it or take it off the schedule; the email says when. If you change a post after the client approved it, the post says so: send it for review again so they see the new version. Then the post shows the newest review's answer.

The email about their answers

Postfjord waits until your client stops answering, then sends you one email about all their answers on that link. Twenty answers make one email, not twenty.

1. Their first answer starts the wait.
2. Each new answer moves the email to about 10 minutes after it.
3. If they keep answering, the email still goes about 30 minutes after their first answer.
4. If an answer is about a post that goes out soon, the email does not wait. It comes 5 to 10 minutes before that post's time, or as soon as it can when the time is closer. This is a post they asked to change that still goes out at its time, or a held post they approved.

A comment from your client goes in the same email and moves the wait the same way. Your own replies are never emailed.

The email lists the posts they approved, then the posts they asked to change, with what they wrote, then their new comments by post. Each post shows the start of its text, or its channels and time when it has no text, and a link that opens it. If they answer the same post twice, it shows their last answer. If a post's time came before the email, the email says it has probably gone out already, so open it to check. For a post held until they approve, it says what happens next:

• Approved: it goes out at its time. If it has no time yet, schedule it.
• Approved after its time passed: it did not go out. Open it and pick a new time.
• Approved after it went out on some channels: open it and press Retry to send it to the others.
• Changes asked for: it stays held. Make the change and send it for review again.

If they answer again after the email went out, the wait starts again and you get a new email. The email goes to the person who sent the review, while they are still a member of the workspace. A workspace that is suspended gets no email.

Hold posts until the client approves

With the hold on, a post goes out only after the client approves it. Until then it is held: the Publish now and Retry buttons, the API and Claude refuse it too, and say why.

• No answer yet, or changes asked for: the post is held. In Calendar it is marked Held, and the post says what it waits for.
• Approved: the hold is lifted and the post goes out at its time. You can still move it to another time without asking again.
• Changed after the approval: if you change the text, the link, the pictures, their crop or the channels and their settings (a channel's format, such as feed post, story or reel, included), the post is held again. Send it for review again. The client can also open the same link and approve the new version.
• Its time comes first: the post does not go out. It becomes a draft that stays on its day in the calendar and says it missed its time, and you get one email. It never goes out late by itself. Once the client approves, open the post and pick a new time.
• A copy of a held post: Duplicate on a post that is held makes a copy that is held too. Send the copy for review with the hold, or an owner presses Stop holding on it.
• It already went out on some channels: if the post went out on some channels and waited to try the others again when it was held, it stops there and says why. It can no longer be changed or sent for review again, but the client can still answer it on the link they have. Once they approve it, open the post and press Retry to send it to the other channels. To send them without their approval, an owner presses Stop holding on the post, then Retry.

The client's page says the posts go out only after they approve them. Each post carries the version the client saw: if you change a post while their page is open, their approval is refused and they are asked to reload and look again.

To let a post go out without their answer, an owner opens it and presses Stop holding. The hold belongs to the newest review: sending a post for review again with the hold keeps it held. Sending it again without the hold lifts it, so only an owner can do that too.

When your client trusts you to publish

At the foot of a page that holds posts, your client can press I trust you, no need to wait for my approval from now on. Postfjord asks them once more, then turns approval off for the workspace:

• Posts you send for review from then on are not held. Hold posts until the client approves is greyed out, with a line that says who turned it off and on which day.
• Whoever sent that review gets one email about it.
• Nothing is let go by itself. A post that waits for their approval still waits, until they approve it on the link or an owner presses Stop holding.

Only the review link can do this, while it works, and it changes nothing else. To hold posts again, an owner presses Turn approval back on in Send for review.

FAQ