Clientish Docs, One Guide at a Time
Step-by-step guides for every module, from your first workspace to permissions, billing, support, and automation.
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Browse the latest Clientish documentation articles.
Sign up, pick a plan, invite the team and import your clients and services.
Profiles, statuses, merging duplicates, and the client balance & wallet.
Table, Kanban and Cards views, custom statuses, SLA deadlines and messaging.
One-time, recurring and variant pricing, plus intake forms per service.
Why assignment is not visibility, and how to scope each role safely.
Full, Limited and Read-only access, plus the remote work status flow.
Priority, SLA rules, saved replies and satisfaction ratings.
Stripe, PayPal, Paddle, SSLCommerz, Aamarpay and manual bank transfer.
Put the workspace on your subdomain with your logo, colours and SMTP.
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.
Clientish is a client, order, and team management platform built first for agencies and equally suited for freelancers, consultants, solo professionals, service…
A complete tour of every module in Clientish — 300+ features across 30 modules.
Creating a Clientish account takes under a minute. Sign-up runs as a three-step flow and starts your 7-day free trial — no…
The trial runs seven days. Every feature is open from the first hour and no card is asked for. When it ends…
A first-week checklist. Work through it in order and you'll go from demo data to live client work without missing anything important.
Clientish has separate sign-in entry points for each type of user, so everyone lands in the right dashboard.
Add a second verification step after the password. Available to every account, and enforceable across your whole workspace.
Reset your own password by email, or have an Agency Admin reset one for a team member.
See where your account is signed in, and end sessions you don't recognise.
Control what each person can see and do. Roles decide which modules appear in the sidebar and which actions are available inside them.
The first screen you see after signing in — revenue, orders, tickets, and recent activity for whatever date range you choose.
The panels that make up the dashboard, and what each one is for.
The headline numbers at the top of the dashboard, all recalculated against your selected date range.
Visual breakdowns of revenue, order flow, and support load.
A single feed of what's happened across orders, invoices, and clients — newest first.
Shortcuts at the bottom of the dashboard — jump straight to a report, or export data without leaving the page.
One control at the top of the dashboard sets the period for every tile, chart, and panel below it.
Raise an order manually, duplicate an existing one, or edit what's already there.
The stages an order moves through, from arrival to delivery.
One command centre per order — status, team, notes, tasks, messages, and project data in a single view.
Two separate threads on every order — one with the client, one for your team only.
Break an order into trackable pieces of work, each with an owner and a due date.
Everything the client told you at order time, structured and attached to the order.
Narrow a long order list to exactly the rows you need — then take them with you.
Everything about one client on a single page — orders, invoices, tickets, balance, and activity.
Narrow a long client directory down to the rows you need, then act on all of them at once.
Create a client record, keep it current, and remove it when the relationship ends.
Where a client sits in your pipeline, and who on your team owns the relationship.
Prepaid credit a client can spend against services and invoices.
Combine duplicate records into one without losing their orders or invoices.
Bring an existing client list in, or take your directory out as a file.
Hide specific client fields from specific roles, without hiding the client itself.
Define what you sell, how it's presented, and who can see it.
One-time or recurring, with optional extras and quantity tiers.
Retainers and subscriptions — bill on a cycle and decide what happens each time it renews.
Two different ways to organise a growing catalog.
The brief the client fills in while ordering — built per service, with conditional logic.
A shareable link that sells one service directly — no portal login needed.
Set the delivery clock and the default owners once, per service.
Standalone public forms — lead capture, order forms, and questionnaires you can share anywhere.
Build a form by dragging fields onto the canvas, with a live preview of what the client sees.
Every field you can drop into a form, grouped by what it's for.
Show, hide, or require fields based on what the client already answered.
Combine Service Select, Payment, and Signature to take an order and get paid in one submission.
Every form has a public URL — no account needed to fill it in.
Where submissions land, and how to get them out as a file.
Every invoice you have raised, with live status counts.
Build an invoice from your service catalog, with discounts, coupons, and tax applied.
Everything you can do to an invoice once it exists.
Control how your invoice numbers are built, and what appears on every invoice.
Recurring billing for retainer clients.
Discount codes with limits, expiry, and usage reporting.
Per-country tax rates applied to invoices automatically.
Saved cards on a client account, with default and auto-renew control.
The switches that govern how billing behaves across your workspace.
Pass processing fees on to the client, with a label they will understand.
Your support desk — every client request, grouped by status.
Where support actually happens — client replies, internal notes, and everything about the request.
How clients rate your support, and the audit trail behind every ticket.
Lightweight internal lists for work that is not tied to an order.
One board showing where every assigned task stands, across the team.
Your in-house staff — the people inside the agency.
Bring someone onto the team with the right role from day one.
Override one person’s access without inventing a new role.
Promote a trusted member to share administrative control.
Assign work items to remote members and track them to completion.
Describe how each contractor is engaged, in your own words.
Internal chat for your team — channels, DMs, and threads.
Real-time chat between your team and your clients.
Every file in the workspace, in one searchable place.
The in-app notification centre, and control over what reaches you.
Set when you are available, and what clients hear when you are not.
Seven reports covering revenue, delivery, clients, and promotions.
Reports are permission-gated tab by tab.
Connect Clientish to the tools you already run.
Send transactional email from your own mail server.
Analytics, storage, calendars, and email marketing sync.
Custom statuses for orders, tickets, client accounts, and remote members.
The three label systems that keep a growing workspace organised.
Edit every transactional email your workspace sends.
Canned responses for the questions you answer every week.
Enforce two-factor authentication across your whole workspace.
A workspace-wide audit trail of who did what.
What your clients see when they log in.
How clients pay you, top up credit, and manage their cards.
Where clients raise issues and manage their own details.
What an in-house team member sees when they log in.
The contractor-facing shell — assignments and nothing more.
In-house roles and remote roles are managed separately.
One-click templates for the roles most agencies need.
Layer a department filter on top of module permissions.
Bring your existing clients and services in from a file.
Get your data out — as a direct download or delivered by email.
Your own account with Clientish — separate from the workspace you run your agency in.
Manage the Clientish plan your agency is on.
Getting help from the Clientish team.
Someone cannot get in — here is where to look first.
Emails not arriving is almost always one setting.
Payments failing, gateways missing, or charges not going through.
Wrong numbers, missing tax, or an invoice that will not send.
Orders that will not create, cannot be seen, or seem to have vanished.
Support tickets that are missed, misrouted, or leaking internal detail.
“I can’t see X” — the most common support request you will get.
Forms that will not submit, will not sell, or arrive empty.
Uploads that fail, files you cannot find, and attachments that never arrive.
Recurring billing that stops, and trials that lapse.
When your clients cannot do what the portal is supposed to let them do.
Bad imports, missing exports, and duplicate records.
The questions that come up most often, answered in one place.
What ships, when, and what it changes for your workspace. Clientish has not launched yet — v1.0 is the first public release, and everything after it will be logged here.
Three ways to reach us, and what to expect from each.