new
Social Planner
š Social Planner: Share & Approve Posts via Magic Links
āWhatās new
We didnāt just simplify approvals, we removed the need for logins entirely. āØ
The new External Approval Flow in Social Planner lets you share posts with clients and stakeholders using secure magic links, so they can review, approve, or request changes without ever accessing HighLevel.
No more screenshots, emails, or back-and-forth. Just faster, cleaner collaboration.
š Whatās new
- Magic Link-Based Approvals
- Generate a secure, shareable link for one or multiple posts.
- No login required, just send it via email, WhatsApp, Slack, or anywhere your team works.
- Approve, Reject & Reschedule (Even in Bulk)
Approvers can:
- Approve or reject posts with notes
- Reschedule posts
- Use bulk actions like Approve All / Reject All
- All updates sync instantly back to Social Planner.
Rich Post Preview for Better Decisions
- Approvers see everything they need before taking action:
- Post preview (image/video + caption)
- Scheduled time
- Platform details
- Creator notes
Secure, Password-Protected Access
Each link is protected with an auto-generated password and expires after 30 days keeping approvals safe and controlled.
Manage All Links in One Place
Track and control every approval link from a new Manage Links section:
- View status (Active, Expired, Revoked)
- Regenerate or revoke access
- Extend validity
Smart Expiry & Recovery Flow
Expired link? No problem.
Approvers can request a new one, and creators can regenerate links instantly with clear system guidance.
š· How to use this feature
Go to Marketing ā Social Planner
Select approver from whom the approval is required from the drop down
Click Generate Approval Link
Auto Generate password or generate custom password
Share the link with your client or stakeholder
They review and take action via the link
Add notes while approving or rejecting the post
Creator of the post can see the notes and details inside social planner
User can go to settings>> Manage links and manage link settings
š Note
- Approval links are valid for 30 days
- Links can be regenerated or revoked anytime
- Actions are restricted once a post is published
- Only users with required permissions can generate approval links