From a blank month to approved in four steps.

A full round, step by step

1. 1

   Set up the client brand once

   Name, colour, timezone, and the display name, handle and picture for each platform. Add approvers, brand voice notes and hashtag sets. Turn on internal review if a teammate checks first.

2. 2

   Plan the month in the calendar

   Click a day or press N. Pick the platforms, write one caption, tweak it per platform, add images or a video. The preview updates as you type. Drag posts around until the month looks right.

3. 3

   Check the grid and the previews

   Open the Instagram grid planner to see the profile as it will look. Switch preview tabs to check each platform, light and dark, phone and desktop.

4. 4

   Get the internal nod

   If the brand needs it, ask a teammate for an internal review. They approve or send it back with a note.

5. 5

   Send one link to the client

   Pick the week, the month or the campaign. Set an approve-by date and add a short message. The client gets one email with your branding.

6. 6

   The client reviews on their phone

   They swipe through the posts and tap Approve, Approve with small changes, or Request changes. They can pin a comment on the image. Reminders go out 48 and 24 hours before the deadline.

7. 7

   Fix what they asked, send V2

   Edit the post. It becomes V2 automatically and the client sees what changed. Earlier comments stay on V1.

8. 8

   Export and schedule

   Export approved posts as CSV for Buffer, Hootsuite, Meta Business Suite or Later, or grab a ZIP. Mark them published when they go live. The audit trail keeps the record.