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.
Communication Guides
Team chat, live chat, file library, notifications, and business hours.
Communication
Browse the latest Clientish documentation articles.
Channels, private channels and direct messages for your team, and who can manage them.
Format, mention, reply, react, attach files and edit or delete messages.
Your client chat inbox: start, reply, transfer to a teammate and email the client.
Every file shared in your workspace, where it came from, and how to upload or delete.
The bell, the Notifications page, desktop alerts and muting one ticket, order or lead.
What your auto-reply does in Live Chat, tickets and orders, and how to set it up.