How to Use Pallyy to Get Client Sign-Off on a Month of Posts

The short answer: give the client one social set, send the invite link so they connect their own accounts, set the set's time zone, draft the month yourself or let an AI assistant draft it through Pallyy's MCP server without permission to publish, clear each post internally, then request external approval and share the calendar with Allow post approval and Schedule post on approval switched on, so the client's click is the moment a post is scheduled.

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Client approval by email has a recognisable failure: the client answers the third message in the thread, about the second draft, two days after the post went out. Pallyy moves the conversation onto the post itself. The client gets a link, the post carries its own history, and nobody has to guess which version was approved. For plans and prices, see the Pallyy glossary entry.

Before you send the link:

1. Work out what one client costs. For example, six clients on Agency at $99 a month on monthly billing is $99 / 6 = $16.50 per client a month, before any extra sets (pricing reference, checked on 24 October 2026). Approvals and the shared calendar are on Pro, Agency and Scale.
2. Reuse last month's feedback. Go back through the approval emails and list what the client changed most often: the logo, a product name, the tone of a call to action. Fix those in the drafts before the client sees them.
3. Start a turnaround count. Write down how many days the last month took from first draft to final sign-off. That number is what this setup has to shrink.

What you need

• A paid plan or a trial. Pro is $25 a month for one set; Agency is $99 for ten. Trials last 14 days and take a card that is charged when they end, per the trial article.
• The client's agreement to connect their own accounts, which saves anyone sharing a password.
• Optional: Claude, ChatGPT or Cursor for the drafting step.

Step 1: One social set for the client

A social set groups one brand's accounts, one per type, per the social sets article. Create it in Settings, Social Sets and name it after the client. To add another network later, open this set and connect it there; clicking Create new set instead starts an upgrade prompt for an extra set.

Step 2: Let the client connect their accounts

In Settings, Social Sets, open the client's set, click Invite your clients to connect, turn on Enable social set sharing and copy the link, as the invite article describes. The client opens it and authorises each network with their own login. Sharing switches itself off after 7 days, so send it when the client can act on it. Accounts connected this way carry an Added by client label; if one later shows Client must refresh, only the client can reconnect it, with a fresh link.

Step 3: Set the client's clock

Each set has its own time zone and default post time, set from the calendar's three-dot menu under Settings, per the social sets article. Do this before drafting, so every post starts at a sensible hour for the client's audience rather than yours.

Step 4: Let an assistant draft, without the right to publish

Pallyy's MCP server lets an AI assistant create and update posts, import media and add calendar notes. In Claude, connect it from the connector directory; other clients use the server URL in the MCP docs. On Pallyy's consent page you see which permissions the app asked for and choose which social sets it may reach. Limit it to this client's set, and do not approve Publish posts: without that permission the assistant drafts and a person publishes, per Pallyy's MCP feature page. Give it the content plan and last month's feedback list and ask for drafts. Every post it creates shows the app's name in the post's history, so you can find and read each one before step 5.

Step 5: Clear each post internally first

Open a post in the composer, click the arrow beside the main button and choose Save and request internal approval, per the approvals article. A teammate approves, approves with a comment, or requests changes. Then choose Save and request external approval for the posts ready for the client. Chaining the two keeps a typo between colleagues instead of in front of the client.

Step 6: Share the calendar

From the calendar's three-dot menu choose Share, turn on Enabled, set the toggles and copy the link, following the shared calendar article. The ones that matter here: Allow post approval, so the client can approve from the calendar; Schedule post on approval, so an approved draft is scheduled in the same moment; and Show draft posts and Show internal approval requested posts, which you will usually turn off so the client sees only what is ready. The client needs no Pallyy account. Under Settings, Custom domain, the calendar can sit on a branded subdomain or your own domain.

Step 7: Keep internal notes internal

Every post keeps a Post History of edits, status changes and threaded comments. Each comment has an Internal only toggle that hides it from shared-calendar reviewers, per the approvals article. Use it for the conversation the client should not read.

Step 8: Work the approvals page

Publish, Review, Approvals has a tab for each state: internal approval requested, external approval requested, changes requested, approved and no approval. When the client requests changes, the post goes back to draft with their comment attached. Fix it, request external approval again, and it returns to their calendar.

What Pallyy's help centre warns about

• The wrong button for a new network. Create new set leads to a paid add-on; open the existing set instead.
• Expired invites. Client connect links switch off after 7 days.
• Approval schedules. Approving a draft schedules it in the same step, so check the date before you send it out for approval.
• Assistant posts follow plan limits. Monthly post limits, video and carousel availability and media allowance apply to anything an assistant creates, per the MCP docs.

Did it shorten the month?

Count the days from the first external approval request to the last approval and set them against the number you wrote down before you started. Then count how many posts came back with changes requested. If the same correction keeps returning, it belongs in the drafts, not in the client's feedback. Pallyy's homepage mock-up shows a tidy week of approved posts across ten clients. A vendor's mock-up is drawn to sell the product, and your own count is the one that tells you whether it works for your clients.

FAQ

Can the client ask for changes instead of approving?

Yes. Request changes asks the reviewer for a comment so the feedback travels with the post, and parks the post as a draft until someone revises it, per the approvals article.

Can I give one client approval powers and another a view-only link?

Yes. Each shared calendar has its own settings, so one client can approve while another only views, per the shared calendar article.

Can the AI assistant delete posts?

No. Pallyy's MCP feature page says it can list, create and edit posts and notes but cannot delete posts, read analytics or answer comments.