The post stage indicator shows where your post is in the approval process and lets you update its status. You can quickly see if a post is still being worked on, is ready to go live or any stage in between.

Posts move through four stages: Draft, Awaiting approval, Approved, and Revise. Each stage is colour-coded for quick reference.

You can change a post’s stage at any time using the dropdown menu in the post editor. When you create a new post, it defaults to Draft:

The draft stage is indicated by the grey Draft button. Use this label when the post is still being worked on and not yet ready for review by your team or clients.

Use this label when the post is ready for your team and/or client’s review and the button will be yellow. Once you change a post to Awaiting Approval, the Approve and Revise buttons will also appear.

The Approve and Revise buttons are visible to your clients and this is how they provide feedback for the post.

Set a post to Multi-Approval by clicking Awaiting Approval and selecting Specific users must approve. From there, you can choose multiple internal and external members who need to approve the post before it goes live, or select one individual in particular.

To ensure your internal team and clients receive awaiting approval notifications right away, they'll need to be enabled via the Notification Settings page. You can do this directly for your team and clients, or they can adjust it themselves.

Your internal and external clients will be able to receive notifications for both posts that are set to Anyone can Approve as well as when they're selected as an approver of the post.

You can adjust your clients notifications by selecting the gear icon next to their name via the Organizational settings page. They can then be adjusted to be sent using the following frequencies: Off, Live, Hourly, Daily

When a post has been set to revise indicated by the red Needs Approval button, it will not publish at its scheduled date and time. Edits can be made to the post and media as needed.

Your post will be updated to the green Approved label once your post has been approved from the clients selected in the list of approvers and will publish automatically at the scheduled time:
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If you're not sending the post to be approved by someone else, you can press 'Approve' by using the drop down menu, which will schedule your post out for your selected date and time!

Your hard work has paid off! The post is now live on the social channel (direct publishing) or sent to your email or mobile app to post (notification publishing)

Click the View Post button to be taken directly to the social channel where you can view your post.

Once a post is published, the post cannot be edited. Any edits that need to be made to the post once published must be made natively in the channel.

Once you familiarize yourself with the various stages, you can also see the status of each post-at-a-glance by looking at the post-stage colour code on the monthly view.