Client Portal

Give every client one branded place to stay aligned

One portal per client for reviewing upcoming content, approving posts, and leaving feedback. Without another login.

Client Portal in Simplified gives each of your clients a single no-login page showing their upcoming and published content in list and calendar views, with approve, reject, and comment controls beside each post. You decide which accounts, dates, and sections they see; they just open the link.

Availability varies by plan.

client-portal · demo
How agencies use it

An ongoing workspace, not another approval link

Client Portal keeps the whole relationship visible: what is coming, what needs a decision, and what already shipped.

One client link

Each client gets a single portal showing the right accounts and upcoming content in list and calendar views. They open a link; they never create an account.

Faster reviews

Approve and reject decisions, and the comments behind them, sit beside the content they refer to instead of scattered across email and chat.

Agency control

You choose which accounts, date ranges, and sections each client sees. Enable or disable a portal at any time without touching your workspace.

"Can you resend the schedule?" is not a workflow

Agencies burn hours every week re-exporting calendars, pasting screenshots into decks, and answering the same status questions in email. A portal ends the loop: the client always has the current picture, decisions happen beside the content, and your team gets those hours back for the work the client is actually paying for.

Three client-facing tools, three different jobs

Simplified has three ways to put work in front of clients. Pick by the job, not the name.

Client Review

Primary job
Get a decision
Unit of work
A selected bundle of drafts
Learn more

Client PortalThis page

Primary job
Maintain an ongoing client workspace
Unit of work
A client relationship across content

Shared Calendars

Primary job
Communicate the publishing plan
Unit of work
An always-current calendar
Learn more

What to know before you start

  • No client login. Portals are opened through their link. Clients never join your workspace.
  • Scoped by you. Accounts, date ranges, and visible sections are chosen per portal, and access can be switched off at any time.
  • Plan-dependent. Portal availability varies by plan. Talk to sales if you are unsure what your workspace includes.

Client portals, answered

What agencies ask before setting up their first portal.

What is a client portal for social media agencies?

A client portal is a client-facing view of the work an agency manages for them. In Simplified, each portal is a branded page showing that client's upcoming and published content in list and calendar views, with approve, reject, and comment controls beside each post. Clients open it through a link, with no login required.

Do clients need a login or a Simplified seat?

No. A portal is opened through its link in any browser. Clients never need an account, a seat, or access to your workspace.

How is Client Portal different from Client Review?

Client Review packages a selected batch of drafts for one approval decision, like a campaign sign-off. Client Portal is ongoing: it gives a client continuing visibility into upcoming content, reviews, and status across the whole relationship. Many agencies use both: the portal for the relationship, review bundles for discrete campaign approvals.

What can my clients see in their portal?

Exactly what you choose. You pick the connected accounts, the date range, and which sections are visible. Clients see client-facing content and status, never your internal workspace, other clients, or team controls.

Can I turn a portal off?

Yes. You can disable a portal's access at any time, and re-enable it later. The underlying workspace stays untouched either way.

Is Client Portal available on my plan?

Portal availability varies by plan. Check your workspace, or talk to sales and we will help you find the right setup for the number of clients you manage.

Talk to sales
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Give your clients one place to look

Set up a portal per client and stop re-sending the schedule.