Setting Up Your Workspace

3 min read

Your workspace is created for you at sign-up and comes pre-loaded with demo data. This guide covers what to configure next — branding, payments, and email — before you replace the demo data with your own.

Overview

Each agency gets its own isolated workspace with a unique subdomain, independent branding, settings, and data — completely separate from every other agency on Clientish. Your new workspace also ships with demo clients, orders, invoices, and tickets so you can explore how every feature works before adding real data.

Demo data is included Sample records are added across every module so you can click through the full product straight away. You can clear all demo data from Settings whenever you’re ready to go live.

Who Can Access

Agency Admin (Owner)

Prerequisites

A completed sign-up (your workspace already exists)
Your logo, brand colours, and business details
Payment gateway credentials and an SMTP account, if you’re using your own

Step-by-Step Guide

Explore the demo data to see how orders, invoices, tickets, and reports work together.
Upload your logo and set your brand colours, company name, and tagline in Settings.
Select your default currency, timezone, and tax rules.
Connect a payment gateway so clients can pay invoices and order links directly.
Configure your email setup — sender name, reply-to address, and SMTP if you use your own server.
Invite your first team member and add your real services.
Clear the demo data from Settings when you’re ready to go live.

What Gets Set Up Automatically

Default Statuses

Standard order, ticket, and client statuses

Default Email Templates

Ready-to-use templates for every automated email

Owner Role

Your account is set as Agency Admin with full access

7-Day Free Trial

Every feature open from the first hour, no card required

Demo Data

Sample clients, orders, invoices, and tickets across every module

Your Workspace URL

Your workspace name becomes your web address, and clients and staff sign in through it

Tips & Best Practices

Set up your payment gateway and email before inviting clients — invoices and notifications both depend on them. Pick your brand colours once in Settings and they carry across your dashboard, your clients’ portal and your team’s dashboard. Keep the demo data until your team has explored the product; clearing it is a one-click action you can run any time.

Common Issues

Emails not arriving? Check your SMTP credentials and sender address in Settings. Payments failing? Confirm your gateway keys are for the same mode (test or live) as your workspace.

Frequently Asked Questions

Can I run multiple workspaces under one account?⌄

Yes — the Clientish Portal lets you switch between workspaces if you manage more than one agency.

Is my workspace data visible to other agencies?⌄

No — each workspace has complete data isolation from every other agency on the platform.

How do I remove the demo data?⌄

Clear it in one action from Settings. Your own records are never affected.