How it works

One post, from an empty calendar to posted.

Follow the Tue 13 October carousel for Ridgeway Coffee through every stage. Each stage has a name your client can see, and the same name means the same thing to everyone.

The ten statuses, in order

  1. Caption Needed
  2. Captions Pending Approval
  3. Captions Approved
  4. Creating Visual
  5. Visual Pending Approval
  6. Visual Approved
  7. Ready to Schedule
  8. Scheduled
  9. Posted
  10. Revision Needed
Caption Needed

The month is planned, one workspace per client.

Ridgeway Coffee

October

Week of 12 October

  • Tue 13

    Single origin

    Revision Needed

  • Wed 14

    Origin map

    Visual Approved

  • Thu 15

    Packaging

    Visual Pending Approval

  • Fri 16

    Grind size

    Creating Visual

A month of content for Ridgeway Coffee, with fourteen posts at different stages — some posted, some scheduled, one needing a revision, several still being written.

Your team sees

Dana Whitfield lays out Ridgeway Coffee's October: what goes out, on which day, in which format. Every client has their own calendar, and nobody sees another client's.

Your client sees

Nothing yet. Clients are not shown work before it is ready for them, so a half-written month is never visible.

Captions Pending Approval

Captions are written per platform, and the visual is attached.

Your team sees

Dana Whitfield writes a caption for each platform the post goes to — the Instagram version and the TikTok version are different, and both live on the same post. Ines Okafor attaches the carousel.

Your client sees

Still nothing. The post appears for them at the moment it is sent for review, not before.

Visual Pending Approval

The post is sent for review. Your client gets a link.

Ridgeway Coffee

Priya Raman

Single origin — October release

Tue 13 October · Carousel

Three farms, one harvest window. October's release lands Thursday — notes of blackcurrant, cocoa, and a finish that stays put.

Visual Pending Approval
ApproveRequest a change
The same post as the client sees it: the visual, the caption, its status, and two buttons — approve, or request a change.

Your team sees

One action moves the post into review. The team can see it is with the client and stops guessing.

Your client sees

An email with a link. They open one post, read the caption, look at the visual, and have two buttons. No workspace to learn, no tour to sit through.

Revision Needed

They approve, or they ask for a change.

Your team sees

If they ask for a change, it lands on the post as a comment and the status says revision needed. Ines Okafor sees exactly which post and exactly what.

Your client sees

They type what they want changed, in the same place they are looking at the work. No email to compose, no file to describe from memory.

Visual Approved

The revision is made, and the thread keeps the history.

Single origin — October release

Ridgeway Coffee · Tue 13 October · Carousel

Visual Approved

Revision thread

  1. Priya Raman · client · Mon 09:14

    Can we swap the second slide? The espresso shot reads darker than the roast actually is.

  2. Ines Okafor · Mon 11:02

    Reshot it against the lighter background. Second slide updated.

  3. Priya Raman · client · Mon 14:38

    That's the one. Happy to go with this.

Status changed toVisual Approvedby Priya Raman
One post in Canopy: the visual and its per-platform captions on the left, and on the right a revision thread where the client asks for a change, the designer replies, the client approves, and the status changes to visual approved.

Your team sees

The new visual replaces the old one on the post. The conversation that led to it sits underneath, so the reasoning survives after everyone has forgotten it.

Your client sees

They see the change and approve. What they asked for and what they got are one scroll apart.

Ready to Schedule

Approved. Everyone can see that it is.

Your team sees

No one has to ask Dana Whitfield whether Tuesday is signed off. Tomas Lindqvist picks it up knowing the client has agreed to this exact version.

Your client sees

Their part is done. They can still open the post and see what they approved, whenever they want.

Posted

Scheduled and posted, by a person, in whatever you already use.

Your team sees

Canopy does not publish. You post through the tool you use today and mark it here, so the record of what went out stays in the same place as the approval that let it.

Your client sees

They see the post move to scheduled, and then posted. The whole month reads as a history of what was agreed and what went live.

What your client has to learn

Nothing.

They receive an email, open one post, and press one of two buttons. There is no account to configure, no workspace to navigate, and nothing that will make you look foolish for having sent it.

Ridgeway Coffee

Priya Raman

Single origin — October release

Tue 13 October · Carousel

Three farms, one harvest window. October's release lands Thursday — notes of blackcurrant, cocoa, and a finish that stays put.

Visual Pending Approval
ApproveRequest a change
The same post as the client sees it: the visual, the caption, its status, and two buttons — approve, or request a change.

Book a 20-minute call

A conversation, not a demo. Tell me how your approvals work today and I'll tell you plainly whether Canopy would help.