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.
Clientish Portal Guides
Plan, billing, and platform support for Clientish users.
Clientish Portal
Browse the latest Clientish documentation articles.
Your own account with Clientish: where you manage your plan, billing and support.
Plans, monthly limits, the free trial, changing plan and what happens if a plan runs out.
Choose a plan, switch to yearly billing and pay by card, bank transfer or SSLCommerz.
See your plan subscription, when it renews, and cancel or keep the renewal.
Extra seats or allowances billed separately from your plan.
Find, filter and download the receipts for everything you paid Clientish.
Your card, auto-renew, billing address and billing history for your Clientish plan.
Billing alerts, your details, password, two-factor sign-in and devices.
Signing in, two-factor codes, resetting your password and creating an agency account.
How to get help from the Clientish team: support tickets, live chat and email, and which to use.
Open a ticket with Clientish support and find it again with counts, tabs, search and filters.
Read the ticket header, reply to support, change your own replies and rate a closed ticket.
Chat with the Clientish support team: messages, files, reactions, search and the details panel.
Earn on agencies you send to Clientish: the terms, joining from your portal, connecting an existing account and applying without an agency.
Your referral link, clicks and signups, where visitors came from, your money and your referrals, plus changing your code.
What each commission status means, how to set up where you are paid, and your payout history.
Your affiliate details and Affiliate ID, signing in, confirming your email and resetting a forgotten password.