Clients
Workspaces, posting cadence, and the portal links you hand to each client.
Client logins
A client user signs in like you do, but sees only the workspaces checked here — composing, scheduling, and managing on their own.
Dana
dana@harborandvine.example
Posting cadence
- Tue 09:30
- Thu 12:00
- Fri 10:00Evergreen tips
Suggested:
Evergreen campaigns
- Evergreen tips14 in pool
- Fall launch6 in pool
Hashtag groups
- Coffee core#coffee #specialtycoffee #coffeeshop #latteart
- Local#portsmouthnh #seacoastnh #shoplocal
Caption templates ({{variables}} prompt on insert)
- Weekly specialThis week only: {{special}} ☕ Available till {{day}} or while it lasts — come early.
- Event announcementMark your calendar: {{event}} on {{date}} at {{time}}. Free to attend, plenty of coffee.
Client portal links
- Owner review linkseen 8/11/2026nudges → dana@harborandvine.example
Monthly report email
On the 2nd, these addresses get last month's numbers with a link to the full report on the portal. Leave empty to skip this client.
Posting cadence
- Tue 09:30
- Thu 12:00
- Fri 10:00Client stories
Suggested:
Evergreen campaigns
- Client stories9 in pool
Hashtag groups
- Recovery#physicaltherapy #mobility #athleterecovery
Caption templates ({{variables}} prompt on insert)
- Client winClient story: {{name}} went from {{before}} to {{after}}. Ask us how.
Client portal links
- Owner review linkseen 8/11/2026
Monthly report email
On the 2nd, these addresses get last month's numbers with a link to the full report on the portal. Leave empty to skip this client.