Reviewing and editing Instagram posts
Written By Nick
Last updated 3 days ago
The Instagram post editor is where you review the captions, photos, and tagging Social Valet generated for you — and adjust anything that needs your touch before the post goes live.
Where to find Instagram posts to review
You can open the editor from any of these places:
Posts page — filter by Instagram and by Needs Approval status
Dashboard — recent posts and alerts
Calendar view — click any Instagram post on the calendar
Album page — alerts and the Needs Approval count in the sidebar
The editor at a glance
The editor opens as a full-screen view with three columns:
Left: Album Details — name, date uploaded, photo count, event date and venue, description, vendors, and subjects. Read-only here for context.
Center: Two tabs — Edit Caption and Instagram Settings.
Right: Selected photos for the post, with drag handles to reorder and a "+" tile to add more.
The top bar shows the post status (Needs Approval, Approved, Scheduled, etc.), the scheduled date or "Not Scheduled Yet," and four buttons: Cancel, Reject, Approve Post, and Save.
[Screenshot: Instagram post editor — Edit Caption tab]
Editing the caption
Click into the Edit Caption field to make changes. Hashtags live inside the caption itself — no separate field. The full caption (text plus hashtags) is capped at 2,200 characters, the Instagram limit.
Managing photos
The right column shows the photos selected for this post. The number of photos determines the post type — one photo is a single-image post, two to 10 photos make a carousel.
To reorder, drag a tile to a new position. The first tile is the lead image. To remove a photo, click the X on its tile. To add a photo, click the "+" tile — this opens a picker scoped to the source album. Select up to 10 total, drag to set order, and click Confirm.
If you remove photos down to one, the post becomes a single-image post automatically.
Instagram Settings
The Instagram Settings tab covers tagging. Social Valet pre-populates these based on the album's vendors and subjects, but you can review and adjust:
Add Collaborators — up to 5 collaborators across vendors and subjects. Collaborators are invited to co-author the post on Instagram.
Tag Vendors — vendor accounts tagged in the post.
Tag Subjects — subject accounts tagged in the post.
Tag Vendors and Tag Subjects share a combined cap of 20 tagged accounts.
[Screenshot: Instagram post editor — Instagram Settings tab]
Scheduling
If the post hasn't been scheduled yet, the top bar shows Not Scheduled Yet. Click the calendar icon to set a date and time manually. If you don't, Social Valet auto-schedules the post when you approve it.
Save vs. Approve Post
These are different actions:
Save — persists your edits. The post stays in Needs Approval and won't publish.
Approve Post — moves the post to Approved status and queues it for publishing at the scheduled time (auto-scheduling kicks in if no time is set).
Reject — moves the post out of the queue. See Approving, rejecting, or rescheduling posts.
Approve Post also saves any pending edits, so you don't need to click Save first.
If you cancel without saving
Clicking Cancel with unsaved edits opens a confirmation dialog before discarding. Closing the editor any other way works the same — your changes won't save unless you click Save or Approve Post.
If something goes wrong
Caption is too long. Trim text or reduce hashtags until you're under 2,200 characters.
A photo won't load. Refresh the page. If it still won't load, the photo may have been removed from the source album — re-add a different one.
Save fails. Check your connection and try again. If it keeps failing, copy your caption text somewhere safe before refreshing.
Tag or collaborator handle isn't accepted. The Instagram handle on the vendor or subject record may be wrong. Update it on the album, then return to the editor.