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.
Forms Guides
Forms, builder fields, conditional rules, public sharing, and responses.
Forms
Browse the latest Clientish documentation articles.
The Forms page, the forms table and the menu on each form.
Order, Contact, Intake and Onboarding forms, and what each one creates.
Build a form from a template, arrange its fields, and save or publish it.
Every field you can add to a form, and the ones worth knowing.
Show or hide fields based on what someone picks in another field.
What an order form needs, its selling fields, and what happens when someone buys.
Your form’s link, drafts, and what visitors see.
Show a message, send people to a page, or show your booking calendar after they send a form.
Every submission on the Entries tab, where each type goes, and exporting order-form orders.
The 6 Forms permissions and the plan limits for forms.