Rapidely documentation
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  • 👋Welcome to rapide.ly
  • Introduction
    • 💡Overview
    • ✨Key Features
    • 🛠️Getting started
      • 📝Set up your strategy
      • 🚚Review and move ideas
      • 💻Prepare content & plan or post
      • 🙋Set up your Workflow and Team
  • SECTIONS
    • 💡Ideate
      • Monthly idea generator
        • Strategy
          • 1️⃣Account information
          • 2️⃣Social media
          • 3️⃣Set up your strategy
          • 4️⃣Review & Launch your month of content
          • 5️⃣Use the Month of Ideas suggestions
      • AI Chat
      • My ideas
    • 🥳Create
      • Create a new post
        • Carousel maker
          • Create a carousel
            • Select your options
            • Choose your structure
          • Customize your carousel
          • Carousel design
          • Publish your carousel
        • Duplicate (and rewrite) post
      • Post bundles
      • International Days
      • Your posts
    • 📅Plan
      • Calendar
      • Workflow
        • Internal workflow
        • Client Review
          • How it works
          • Client review settings
          • Client review emailing
          • Composer client review elements
          • The Client view
        • Publishing workflow step
        • Moving posts through the Workflow
        • Workflow symbols
      • Events / Campaigns
    • 📤Posting to social media
      • 🔗Linking your social accounts
        • Linking an Instagram account
      • 📤Posting / scheduling to social media
        • 🔙Cancelling a scheduled post
        • 🗑️Deleting a post from social media
        • 🎠Posting carrousels on social media
        • 💬Posting 1st comment
      • 📈History & Analytics
      • ℹ️Beta - Known limitations & issues
      • 🛠️Troubleshooting
        • I can't connect my accounts
        • I don't see my Facebook account in the list
        • Trouble connecting an Instagram account
        • Instagram / Facebook permissions error
    • ⚙️Settings
      • Account Settings
        • Tokens usage for period
        • Team
      • User settings
        • Manage your Subscription
    • 🛍️Business Accounts
  • FAQ's
    • 🎨Frequently Asked Questions
      • Change email address
      • Update my strategy
      • What are Tokens and how do they work
      • Change user language
      • Refunds
      • Credit card debit not matching subscription price
      • Managing subscription
      • Invoices
      • How to delete my user account
      • Something isn't working
      • Affiliate program
  • SUPPORT
    • 📍Contact us
    • 📍Feature Requests
  • UPDATES
    • 📍Release notes
      • August 2023 - Client review
      • July 2023 - social posting & more
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On this page
  • Accessing the Client View Page
  • Link in the review invitation email
  • Reviewing and Approving Posts
  • Approving a Post
  • Requesting a Modification
  • Client view settings
  1. SECTIONS
  2. Plan
  3. Workflow
  4. Client Review

The Client view

Where your clients (reviewers) get to view, approve or request changes to the posts before publishing.

PreviousComposer client review elementsNextPublishing workflow step

Last updated 1 year ago

Each Client View page has a unique URL and is accessible on desktop and mobile by those with an email in the account's settings.

This page is divided into handy sections giving your clients a bird's-eye view of their upcoming posts and review status.

Accessing the Client View Page

Link in the review invitation email

Reviewing and Approving Posts

Approving a Post

If your clients are happy with the post, they will click on the 'Approve' button. If they want to leave you a comment, they can do so by clicking on the comment button. Once approved, the post will move to the next step of the workflow - Publishing.

Requesting a Modification

If your clients feel that the post needs a bit of tweaking, they can click on the 'Request Modification' button.

They will be prompted to leave a comment detailing the changes they would like to see.

Once they request a modification, the post will appear with a comment bubble in the "changes requested" section of the Client approval workflow.

Client view settings

Each client can manage their settings by clicking on the user icon in the top menu.

Once a post is ready for their review, you will that contains a button with a link to their personal Client View Page. All they need to do is click on the button in the email to open their Client View and approve or request changes to the posts.

If you're not using the email function of rapidely, you can find .

After making the necessary adjustments, you can send the post back for review using the .

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send an email to your reviewers
the link to the page in the settings
built-in emailing option
listed as a reviewer