What Is the Clientish Portal
Your own account with Clientish — separate from the workspace you run your agency in.
Overview
Four portals, two relationships. Inside your own workspace you are the provider: the Agency Portal is where you run the business, the Team Portal is where your staff and contractors pick up their assigned work, and the Client Portal is where your clients follow theirs. In the Clientish Portal the roles flip — you become the customer and Clientish is the provider, which is where your own plan, invoices, tickets and live chat live.
Four Different Portals
Agency Portal
Your workspace — clients, orders, invoices and every module you run the business from
Team Portal
Your staff and contractors log in here to see only the work assigned to them
Client Portal
Your clients log in here to see the work you do for them
Clientish Portal
You log in here to manage your Clientish subscription
Portal Sections
Dashboard
Your plan, next payment, open tickets, and usage at a glance
Orders
Your platform order history with Clientish
Invoices
Platform invoices billed to your agency
Subscriptions
Your active and past Clientish plans
Payment Methods
Cards on file for your own subscription
Support Tickets
Raise issues with the Clientish team
Live Chat
Chat directly with the Clientish team during business hours
Notifications
Plan, billing, and platform updates
Profile
Your own account details and password
Who sees it: the agency owner and any co-admins you appoint — not your team members, and never your clients.
Tips & Best Practices
Keep the two portals straight in your head when troubleshooting. “My invoice is unpaid” means something completely different depending on which portal it came from.