Welcome to Clientish
Clientish is the all-in-one workspace agencies use to manage clients, orders, invoices, tickets, and teams — from the first intake form to the final payment.
Overview
This article introduces Clientish’s core workspace, the four user types who log in to it, and how the rest of this documentation is organized. Read this first if you’re setting up a new workspace.
Who Can Access
Clientish is one product with separate front doors. An agency owner gets the agency dashboard, a client gets the client portal, staff get the team dashboard, and an agency managing its own Clientish bill uses the consumer portal.
Every agency has its own workspace — a name that becomes its web address, so giantmarketers gets giantmarketers.clientish.io. Clients and staff sign in through that address, and everything they see belongs to that one agency.
The colours follow the workspace. An agency picks its brand colours once, in Settings, and they appear on its own dashboard, on its clients’ portal, and on its team’s dashboard — nobody has to set them three times.
Prerequisites
- A verified Clientish account (see Registration)
- An invitation to your agency’s workspace, if you’re not the owner
Step-by-Step Guide
- Create your workspace and confirm your email.
- Complete the Quick Start Guide checklist — add a service, invite your team, and connect a payment gateway.
- Add your first client and create their first order.
Tips & Best Practices
Set up at least one service and one email template before inviting clients — it makes your first order and invoice much faster to create.
Common Issues
Didn’t receive your verification email? Check spam, or resend it from the login screen.