The client approval portal
Zestly's client approval portal lets your clients review scheduled content and approve or reject posts — without needing a full Zestly login. Perfect for agencies managing client social accounts.
How it works
- •You create content and mark it as Pending Approval
- •Your client receives an email (or you share a link) to a branded approval page
- •They can approve, reject, or leave comments on each post
- •Approved posts remain scheduled; rejected posts return to drafts with the client's feedback
Setting up a client workspace
The approval portal is connected to client workspaces. To set one up:
- •Go to Clients in the left sidebar (Pro/Enterprise only)
- •Click + New Client
- •Enter the client name and their email address
- •Assign which social accounts belong to this client
- •Click Create Client
Sharing the approval link
Each client workspace has a unique approval link. You can find it under Clients → [Client Name] → Approval Link.
Share this link with your client. They don't need a Zestly account — the link gives them access to a read-only, branded view of their scheduled content.
Submitting posts for approval
When creating or editing a post, change the status to Pending Approval. This:
- •Notifies the assigned client via email
- •Holds the post from publishing until approved
If a post reaches its scheduled time without being approved, it is not published — it stays in pending status and you'll receive an alert.
Branding the approval portal
On Pro and Enterprise plans, you can add your agency's logo and colours to the approval portal. Go to Settings → Client Portal → Branding.
Client notifications
Clients receive email notifications when:
- •New posts are submitted for their review
- •A post is scheduled within 24 hours and still awaiting approval
- •A post fails to publish
Approval history
All approval actions (approved/rejected, with timestamps and comments) are logged in Clients → [Client Name] → Approval History.
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