Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Frequently Asked Questions
Short answers to the questions agencies ask most.
Short answers to the questions agencies ask most.
Overview
Each answer links to a fuller guide.
Who Can Access
Agency AdminTeam Member
How long is the free trial?⌄
14 days.
Can clients order without a website?⌄
Yes. Share an order form link or a service payment link.
Can I import my clients?⌄
Yes: clients, services and leads from a file, or everything from ClickUp, Asana, Monday.com, Trello or Notion.
Can clients pay without an account?⌄
Invoice pay links work without signing in. Paying on an order form creates their account.
Which payment gateways can I use?⌄
12, including Stripe, PayPal, Paddle, Razorpay, Paystack, Mollie, Braintree, Authorize.net and bank transfer.
What happens if I stop paying?⌄
Everything works for 3 more days, then the workspace becomes read-only. Nothing is deleted.
Can I hide Clientish branding?⌄
Yes, on Pro and Enterprise. You can also use your own domain and email server.
Is “Sign in as” logged?⌄
Yes, in the activity log.
Can I export my data?⌄
Yes, as Excel or CSV files that download straight away.
Is two-factor sign-in available?⌄
Yes. Agency and team logins in Settings → General; client logins in Settings → Account Statuses.
Can I use my own email server?⌄
Yes. Settings → General → Email (SMTP).
Can contractors see client emails and amounts?⌄
Only if their remote role allows it.