Client Approvals Without Logins: Magic Links for Social Posts
Speed up client approvals for scheduled social posts with secure magic links. Password-protected access, 30-day expiration, bulk actions, and rich previews—no CRM login needed.

Speed up client approvals for scheduled social posts with secure magic links. Password-protected access, 30-day expiration, bulk actions, and rich previews—no CRM login needed.

Learn how Find and Replace in Pinnacle workflows helps you quickly search and update custom values, tags, and text—moving through matches with context to edit faster and more accurately.

Learn how to enable buy now, pay later for calendar bookings via your Stripe connection in Pinnacle—reduce booking friction, boost conversions, and keep cash flow protected.

Learn how to set custom date ranges and comparison windows in Social Planner Statistics to analyze launches, promos, and trends with instant KPI refresh and clearer reporting.

Discover the new Opportunities tab on the Contact Page—faster access, clearer visibility, and a cleaner layout. No data changes, just a better workflow.

Learn how Pinnacle appointment workflows can now enroll contacts and guests. Automate reminders, confirmations, updates, and cancellations for multi-participant bookings—without missing attendees.

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