A seven-day checklist — work through it in order and you'll go from demo data to live client work without missing anything important.
Overview
Your workspace is already configured and filled with demo records. This guide takes you through the steps most agencies complete before the trial ends — exploring the product, adding real data, taking your first payment, and choosing a plan. The trial runs seven days, so work through it in order rather than exploring at leisure.
Who Can Access
Agency Admin (Owner)
Your Seven Days
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One Connected Workspace — Manage orders, invoices, tickets, communication, files, and team activity without jumping between disconnected tools.
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Faster Client Onboarding — Turn client intake forms directly into structured orders without unnecessary manual data entry.
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Get Paid Faster — Manage invoices, payment links, and supported payment options directly within your workflow.
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Scale With Your Team — Use role-based permissions for in-house and remote team members as your business grows.
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A Dedicated Client Portal — Give clients one place to track orders, view invoices, access files, and communicate with your team.
B
Set up a payment gateway
Connect at least one gateway before you share an order form or send an invoice, or clients have no way to pay.
1
Explore the demo data
Click through orders, invoices, tickets, and reports to see how the modules connect before changing anything.
2
Add your first client
Create a real client record — everything else in Clientish hangs off it.
3
Create a service and set pricing
One-off or subscription, with add-ons if your work has optional extras.
4
Build an order form and share the link
Put the link on your own website so clients can order and pay without emailing you.
5
Send your first invoice
Raise it from an order, then confirm the payment link works end to end.
6
Invite your team and set permissions
Assign roles so each person sees only the modules they need.
7
Give your client portal access
Clients track orders, pay invoices, and raise tickets themselves.
8
Check your Clientish Portal
This is your own Clientish subscription — see your plan and trial end date, view platform invoices, add a payment method, raise support tickets, and upgrade before the trial expires.
9
Clear the demo data and go live
One action in Settings. Your own records stay untouched.
Tips & Best Practices
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Run one real client all the way through — order, invoice, payment, ticket — before migrating everyone. It surfaces any gateway or email misconfiguration while the stakes are low.
Common Issues
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Trial about to expire with no plan selected? Add a payment method in the Clientish Portal — your data stays intact, but access is limited until a plan is active.
Frequently Asked Questions
What is the Clientish Portal?⌄
It’s where you manage your own Clientish account — plan, platform invoices, payment methods, and support tickets with our team. Separate from the client portal your own clients use.
Do I have to finish all nine steps in week one?⌄
No — steps 1 to 5 cover the essentials. The rest can follow as your team grows into the product.
