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Seamlessly Schedule and Approve Client Social Media Posts with Planable



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Title: How to Seamlessly Schedule and Approve Client Social Media Posts with Planable

In the fast-paced world of social media management, efficiency and collaboration are key to success. Keeping clients satisfied with a steady stream of engaging content while ensuring brand consistency can be a challenging task. Fortunately, there’s a tool that can make your life as a social media manager significantly easier: Planable. Continue reading to learn how to seamlessly schedule and approve client social media posts using this powerful platform.

What is Planable?

Before we dive into the details, let’s briefly introduce Planable. It’s a social media collaboration and approval platform designed to streamline the content creation and publishing process for marketing teams and agencies. With Planable, you can:

  1. Create and Schedule Content: Plan and schedule social media posts for multiple platforms from a single dashboard.
  2. Collaborate Effectively: Collaborate with team members, clients, and stakeholders in real-time to brainstorm ideas and review content.
  3. Visualize Posts: Preview how your posts will appear on different social media platforms before they go live.
  4. Approve Content: Easily manage the approval process with clients, making sure everyone is on the same page.
Social Media Planning and Scheduler app.

Now, let’s get into the nitty-gritty of using Planable for seamless scheduling and approval.

Step 1: Set Up Your Workspace

After signing up for Planable, the first step is to create a workspace for your client. Workspaces are like dedicated folders where you can manage all aspects of a specific project or client’s social media, and even blog posts.

Step 2: Connect Social Media Accounts

Link the client’s social media accounts to your workspace. Planable supports major platforms like Facebook, Instagram, Twitter, LinkedIn, Pinterest, and more. Having everything in one place simplifies content distribution.

Step 3: Content Creation and Collaboration

Now comes the fun part. Start creating content. You can compose posts, add images, videos, and hashtags directly within Planable. What sets it apart is the collaboration feature. Invite clients or team members to join your workspace. They can comment, suggest edits, and give feedback in real-time, streamlining the approval process.

Step 4: Visualize Your Feed

Planable provides a visual representation of your social media feed. You can see how all your scheduled posts will look when they go live. This feature is invaluable for maintaining a consistent and visually appealing feed.

Step 5: Approval Workflow

Here’s where Planable truly shines. The platform makes it easy to get client approvals. Clients can review posts and provide feedback directly on the content. You can then make revisions and resubmit for approval until everyone is satisfied.

The best part is, you can have an automation setup so that once the client approves of the post, it will automatically become scheduled and publish at the time that was set.

Once the post is approved, the content, caption, and time slot is now “locked” and no further adjustments can be made. The only way to edit a post after it’s approved is to unapprove it.

Step 6: Scheduling and Publishing

Once posts are approved, schedule them for publishing. Planable provides a calendar view to help you manage posting times effectively. You can either schedule posts manually or use the auto-schedule feature for optimal engagement.

I personally find myself using the calendar view the most, as I am able to create “tags” to categorize the posts as themes. This helps keep me and my clients organized while ensuring that we don’t miss any upcoming topics we set as out content pillars.


Planable simplifies the often complex process of scheduling and approving client social media posts. It’s a collaborative hub where you can create, collaborate, visualize, approve, and schedule content—all in one place. By streamlining your workflow with Planable, you’ll not only save time but also deliver a better experience for your clients, ensuring their social media presence is on point from inquiry to payments.

So, if you’re a social media manager looking to enhance your efficiency and elevate your client relationships, give Planable a try. It might just become your go-to tool for seamless social media scheduling and approval.

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Hi, I'm Tasha

We offer a full range of social media management services, including strategy development, content creation, community management, social media advertising, and analytics tracking. We don't believe in cookie-cutter solutions – we take the time to understand your business and create a customized plan that will help you achieve your goals.

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