Key takeaways
- Separate the internal review stage from the client-facing approval stage.
- Give clients a guest link so they approve without taking a seat.
- Keep a full history and comments on every post, not just the final decision.
- Approve in bulk when a batch is ready, instead of post by post.
Design the stages
Most agencies want two stages: an internal reviewer catches obvious problems first, then the client approves, rejects or requests changes. Multi-stage approvals let you define that chain per client, so a smaller client can skip straight to client approval if that fits how you work with them.
Give the client a way in without a login
A client approving from a guest link, with no SkedCast seat required, removes the biggest source of friction: asking a client to create an account just to say yes to a post.
Keep the record
Every review needs a history and comments trail attached to the post itself, so "who approved this" is answerable without searching email.
approvalsagency workflowclient management
FAQ
- Does a client need a SkedCast account to approve posts?
- No. A client can sign off from a guest link without a seat, with a full history and comments on the post.
- Can I have more than one approval stage?
- Yes, multi-stage approvals are available from SkedCast's Studio plan up: an internal reviewer first, then the client, or whatever chain fits how you work with a given client.