Review rounds and client sign-off

Updated 30 September 2026

Review rounds are on the Agency plan, and in the 14-day trial.

#Before you start

Your client needs to be a guest who can see the site. If they aren't yet, invite them first.

#Start a round

  1. Open a page of the site.
  2. Open the sidebar and click Share. Under Review rounds, click Start a review round (or Start round 2, and so on, for the next one).
  3. Under Pages, choose:
    • Whole site: any page the client opens on the site is part of the round. Pages show up in the round once they visit or comment on them.
    • Pick pages: add them from Pages with comments or Paste addresses (one per line; a path on its own is read as this site).
  4. Under Tell the client, pick which guests to ask.
  5. Under Who has to approve, choose Any one client can approve (the default) or Every invited client must approve.
  6. Add a Due date and a note if you like.
  7. Click Start and email (it shows how many guests you picked).

The clients you picked get an email with a link to the site.

To add the page you're on to a round later, click Add this page to Round 1.

#What your client sees

On each page in the round, a bar asks Done reviewing the page, with two buttons:

  • Approve this page. If there are open comments on the page, StiqNote says how many, and they can approve anyway.
  • Request changes. They write what needs to change. The note is posted on the page as a comment.

After answering, they can Undo, or go to the Next page.

#Follow the round

The round card shows its state. Open Round history to see each page, each client's answer and date, and how many comments it got in the round.

  • Remind: emails a client who hasn't answered for a page. At most one reminder a day per client.
  • Remove: takes a picked page out of the round, if nobody has answered it yet.

You get an email when a client approves or asks for changes. Turn it off in Settings → Notifications and emails.

#Pause, close and reopen

Open Round options (the … on the round card):

  • Pause comments (once the round is closed or every page is approved): guests can't comment on the round's pages until the next round opens. Your members still can. The bar tells them feedback is closed for this round. Resume comments undoes it.
  • Set (or change) deadline: a date and time the client sees in their own time zone. Once it passes, comments on the round pause automatically, even if the round isn't done yet — extend the deadline or close the round to get past it. Add up to 5 reminder emails before it (2 or 1 days before, the morning of, or a custom time), to clients who haven't answered yet or to everyone invited. Changing or removing the deadline cancels reminders that haven't gone out.
  • Close round: ends the round. Reopen round brings it back.
  • Round history: every round on this site.

Starting the next round closes the current one. Its answers stay in the history.

#Good to know

  • Clients see their own answers and whether each page is approved. Your members see every client's answers, notes and times.
  • A client can undo their own answer while the round is open. A member can clear a client's change request.
  • If any client asks for changes on a page, the page shows Changes requested, whatever the rule.
  • The round's record is for your own use. It isn't an electronic signature.