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.
Client Portal Guides
Client portal overview, billing, wallet, support, and profile settings.
Client Portal
Browse the latest Clientish documentation articles.
What your clients see when they sign in: the menu, the header and your branding.
How clients sign in, reset passwords, and the two-factor, Google and reCAPTCHA options.
The cards, tables and export your clients see first.
How clients buy your services from the portal and check out.
How clients pay invoices, save cards and keep a balance with you.
What clients see for recurring services, and when they can cancel.
Live chat, notifications, shared reports and the client's own profile.