Clientish Documentation
Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.
New to Clientish? Start here
Five guides that take you from sign-up to your first paid order.
Get started
Set up your workspace and learn the basics.
Run your agency
Sell services, deliver orders and get paid.
Orders
12 guidesReports & Analytics
7 guidesYour team
Bring people in and control what they see.
Team Management
6 guidesRoles & Permissions
6 guidesRemote Members
6 guidesCommunication
6 guides- Team Messenger: Channels and Direct Messages
- Sending Messages in Team Messenger
- Live Chat with Clients
Time Tracking
5 guidesYour clients
What clients see and how they reach you.
Connect & extend
Integrations, API and your Clientish account.
Popular guides
What agencies read most.
Troubleshooting
Sign-in, email, payment and upload problems, with the exact messages people see.
Fix a problem →Still need help?
Can’t find the answer? Reach the Clientish team from your Clientish Portal.
Account & Security Guides
Login, passwords, sessions, roles, and account protection.
Account & Security
Browse the latest Clientish documentation articles.
Where you, your team, remote members and clients sign in, and what happens on the way in.
Reset a forgotten password by email, or help a client, team member or remote member with theirs.
What happens after wrong passwords, who is told, and how a blocked account is unlocked.
Require a 6-digit code at sign-in for your team and your clients, by email or Google Authenticator.
Update your details, and change your email address and password with email confirmation.
See where you are signed in, sign out of other devices, and how long a session lasts.
See what a client, team member or remote member sees by signing in as them.
Switch portal access off for a client, put a team member on hold or suspend a remote member.
Who is who in your workspace, what a role contains, and where team and remote roles are managed.