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.
Dashboard Guides
Workspace dashboards, widgets, KPIs, charts, and quick actions.
Dashboard
Browse the latest Clientish documentation articles.
What is on your Dashboard from top to bottom, example data, and sending feedback.
The seven date options, your own range, and what counts as in the range.
What each card at the top of the Dashboard counts, and the comparison chip.
Revenue overview, Order status, Support tracker and Coming up.
Recent orders, invoices, clients and activity, and your top services by revenue.
What the owner, co-admins and team members see, and why.
Quick add, search, notifications, announcements and the profile menu.
Open a report or download your data, and which exports follow the date filter.