How to manage social media for multiple clients

How to manage social media for multiple clients: keep each one separate, onboard them the same way, run a weekly routine, get sign-off and leave cleanly.

Updated 10 min read

The short answer

To manage social media for multiple clients, keep each client fully separate, run the same short routine for every one, and get a written OK before anything goes live. In Unisenda that means one workspace per client, each with its own accounts, posts, schedule and media.

Onboard every client with the same checklist, batch their posts once a month, check each week that posts went live, and close the workspace cleanly when you part ways. Creator includes 4 workspaces and Studio unlimited ones.

In this article

Looking after several clients goes wrong in small, avoidable ways. A post meant for the bakery lands on the gym's page. A client's login gets lost in a chat thread. Nobody remembers who approved what. The fix is a system, not more hours.

This guide gives you one for a freelancer or a tiny agency: keep every client separate, onboard each one the same way, run one weekly routine, get a written OK before posts go live, and leave cleanly when a client moves on.

Keep each client in its own space

One rule does most of the work: while you work on one client, nothing about another should be in view. That covers accounts, drafts, scheduled posts, photos and notes. Mixing them is how the wrong caption reaches the wrong page.

In Unisenda, that space is a workspace. Make one for each client or brand.

Inside each workspaceShared by all your workspaces
Connected social accountsThe plan's social account limit (Creator 20, Studio 40)
Posts, drafts and scheduled postsStorage (Creator 20 GB, Studio 100 GB)
Media library and foldersYour subscription and billing

Starter has 1 workspace, Creator has 4 and Studio has unlimited workspaces. Say you look after a bakery, a gym and a dentist, and each uses three networks. That's 9 accounts, well inside Creator's 20. If the same social account is connected in two workspaces, it counts once, and extra accounts cost $2 a month ($20 a year) each on Creator and Studio.

One limit to plan around: there's no combined view across workspaces. Each workspace has its own calendar, so you check clients one at a time. The routine below is built around that.

To create a workspace, open Settings → Workspace & data and choose Create workspace, or use the workspace selector at the top of the sidebar and choose + New workspace…. Switch between clients with the same selector, and glance at it before you schedule anything.

Onboard every client the same way

A short checklist stops you from chasing details for weeks. Ask each new client for:

  1. Brand basics. Who they are, how they talk, words to use and avoid, logo files and links. Keep it in one shared document.
  2. Networks and accounts. Which networks you'll post to, and the handle or Page for each.
  3. Content rules. Topics to avoid, claims that need their sign-off, and anything that must appear, like a disclosure.
  4. Rhythm. How often you'll post, on which days, and who supplies photos and videos.
  5. Sign-off. Who says yes, how, and how fast (see the sign-off section below).
  6. Access. Covered next.

Get access without asking for passwords

Never ask a client for a password, and don't accept one in a message. Unisenda never asks for social passwords either: when you click Connect, you approve access on the network's own screen. Whoever connects needs a login on that network that can reach the account. There are two ways to get there.

  • Connect together. Book a 15-minute call and share your screen. You click Connect in the client's workspace, and the client types their own login on the network's screen. Nothing is shared and it works on every network.
  • Get your own access first. Many networks let a client give an outside person a role on their account, so you connect with your own login. The table lists the official tools, as of October 2026.
NetworkWhat the client gives youWorth knowing
Facebook PagesPage access, or a partner share from their business portfolioA partner share needs your business portfolio ID. Access can be full control or partial
InstagramThe account shared with you as a partner (same partner share as Pages), or shared accessShared access is for eligible accounts only and depends on a Meta One plan
YouTubeChannel permissions as Manager or EditorAn Editor can upload and publish but can't manage permissions
PinterestPartner access in Business ManagerYou need your own Pinterest business account
XA role through DelegateA contributor can post and schedule
LinkedInFor a company Page, a Page admin roleUnisenda posts to personal profiles only, so the profile owner connects it

We couldn't confirm an official way to give an outside person posting access on TikTok, Threads or Bluesky, so connect those together on a call. Our guide to sharing social media access with your team has the steps for each network.

Once you have access, click Connect and check that the account shows up. If a network's screen doesn't list it, fall back to the call.

Run a weekly routine for each client

Work on one client at a time, in a block, instead of a little of everything every day. Here's a rhythm that suits three to six clients. The times are starting points, not rules.

WhenWhat you doTime per client
Once a monthPlan themes and posts, gather media, write captions, get sign-off, schedule60 to 90 minutes
Once a weekCheck what's coming up and that last week's posts went live10 to 15 minutes
Once a monthCollect a few numbers from each network's own insights for the client10 minutes

The monthly block works like the method in our guide to a social media content calendar: pick a few themes, set a rhythm you can keep, and make everything in one sitting. Do it for one client, then the next.

In Unisenda, a client's block looks like this:

  1. Switch to the client's workspace.
  2. Upload the month's photos and videos to a folder in the Media library.
  3. Choose Create post and select the client's accounts. Write the shared caption under All networks, then open an account's tab to give it its own caption, title and settings. The guide to posting to all your social media at once covers this step by step.
  4. Save the post as a draft until the client says yes, then choose Schedule for, pick the date and time, and choose Schedule.
  5. Use the Calendar (Month, Week, Day or Agenda) to spot gaps.

Unisenda schedules in your time zone, so if a client is somewhere else, convert their best posting times before you pick one.

Check that each post went live

After a post goes out, Unisenda shows a result for every account with a link to the live post. If a network doesn't confirm in time, the post is flagged for you to check instead of being sent twice, and you can retry failed accounts. You can turn on phone notifications for when a post goes live or needs attention, and failed posts also trigger an email alert.

Unisenda has no analytics or client reports. For your monthly note, take a screenshot or two from each network's own insights.

Get sign-off

On Studio, clients can approve posts inside Unisenda. In Settings, then Team, turn on Posts need approval before they go out and add your client as a reviewer with their name and email. When you press Send for review, they get an email with a private link. They enter a code we email to them, see each post exactly as it will look on every network, and approve it or ask for changes with a comment. They need no account and don't use a team seat. Once a post is approved you can schedule it, and if you edit it afterwards it goes back to review. Links last 30 days and renew each time you send posts.

On Starter or Creator, or if you'd rather not use it, build the OK into your routine by email instead:

  1. Send the plan. Email the planned posts, with the caption and image for each, a few days before the first one goes out. Screenshots of the previews work well.
  2. Ask for a written yes. A reply on the same email thread counts. A thumbs-up on a call doesn't.
  3. Keep posts as drafts until the yes arrives. Then schedule them.
  4. Agree on silence in advance. Say in your first email what happens if the client doesn't reply: you hold the posts, or you publish the ones already agreed.
  5. Keep the thread. If anyone asks later who approved a post, you can find it in a minute.

Habits that keep a client list tidy

  • Name workspaces after the client. Exactly as they write it, so a glance at the selector is enough.
  • Folder the media by month. A folder such as 2026-11 in each workspace's Media library makes the next batch easy to find.
  • Save repeat slots as Presets. A preset remembers your usual accounts, caption, image shape and time of day.
  • Name files for what's in them. "sourdough-class-vertical" beats "IMG_4032".
  • Keep a one-page client sheet. Networks, handles, sign-off contact, posting days and renewal date, all in one place.

When a client leaves

Close the work in a fixed order, so nothing is left connected to a client you no longer serve:

  1. Agree an end date and tell the client what happens next.
  2. Hand over their files. Export your saved work from Unisenda and send the original media.
  3. Remove your own access. In each network's own access settings, remove yourself or ask the client to remove you.
  4. Disconnect the accounts in the workspace's Connections.
  5. Delete the workspace. Access to it ends at once and its files are erased after 7 days, so do this only after the client has what they need.

If you move to a smaller plan instead, nothing is deleted. Workspaces over the new limit are paused: you can still view and export them.

Where Unisenda fits, and where it doesn't

Unisenda is the scheduler we make. You write a post once, give each network its own version, schedule it or post it now, and see when each post is live. Creator is $39 a month ($390 a year) with 4 workspaces, 20 social accounts and 20 GB. Studio is $79 a month ($790 a year) with unlimited workspaces, 40 accounts, 100 GB and a team of 5 people, the owner included. Starter and Creator are for one person, so if a teammate needs to log in, that's Studio.

It's built for the posting, not the whole client relationship. Client approvals are on Studio only, and there are no analytics or client reports, no inbox, no client portal or white-label branding, and no combined calendar across workspaces. On LinkedIn it posts to personal profiles, not company Pages. Unisenda has no API. On Creator and Studio you can connect Claude or ChatGPT through MCP to plan and draft posts, but you still review each one and press Post now or Schedule yourself.

You can click through the whole workspace in the demo, which uses sample accounts and never publishes anything. When you're ready, every plan starts with a 7-day free trial: you add a card and pay $0 today.

Questions people ask

How many clients can I manage in Unisenda?

One workspace per client: Starter has 1, Creator includes 4 and Studio has unlimited workspaces. Account and storage limits are shared across all of them: 20 accounts and 20 GB on Creator, 40 accounts and 100 GB on Studio.

Can I see all my clients on one calendar?

Not in Unisenda. Each workspace has its own calendar and there's no combined view across workspaces, so you switch workspaces to check each client in turn.

Can my clients approve posts inside Unisenda?

Yes, on Studio. Add your client as a reviewer, press Send for review, and they open a private link, enter a code emailed to them, and approve or ask for changes. They need no account or seat. On Starter or Creator, send the planned posts by email, get a written OK, and keep each post as a draft until it arrives.

Should I ask clients for their social media passwords?

No. Unisenda never asks for them, because you approve access on each network's own screen. Either connect together on a short call, or use the network's own tool to give you access under your own login.

What happens to a client's files when I delete their workspace?

Access to the workspace ends at once and its files are erased after 7 days, so export what the client needs first. If you move to a smaller plan instead, nothing is deleted and extra workspaces are paused (you can still view and export them).

Sources

Checked on 30 October 2026. Networks change their rules often, so check the source before you rely on a number.

  1. Facebook Help Center: Give, edit or remove Facebook Page access
  2. Meta Business Help Center: Give a partner access to business assets in your business portfolio
  3. Meta Help Center: How to share an Instagram account with someone using Meta One
  4. YouTube Help: Add or remove access to your YouTube channel with channel permissions
  5. Pinterest Business help: Business Manager access, roles and permissions
  6. X Help Center: How to use the Delegate feature
  7. LinkedIn Help: LinkedIn Page admin roles