Clientish Docs, One Guide at a Time
Step-by-step guides for every module, from your first workspace to permissions, billing, support, and automation.
Getting Started
Browse the latest Clientish documentation articles.
Sign up, pick a plan, invite the team and import your clients and services.
Clientish is the all-in-one workspace agencies use to manage clients, orders, invoices, tickets, and teams — from the first intake form to the final payment.
Clientish is a client, order, and team management platform built first for agencies and equally suited for freelancers, consultants, solo professionals, service…
A complete tour of every module in Clientish — 300+ features across 30 modules.
Creating a Clientish account takes under a minute. Sign-up runs as a three-step flow and starts your 7-day free trial — no…
The trial runs seven days. Every feature is open from the first hour and no card is asked for. When it ends…
A first-week checklist. Work through it in order and you'll go from demo data to live client work without missing anything important.
Clientish has separate sign-in entry points for each type of user, so everyone lands in the right dashboard.
Add a second verification step after the password. Available to every account, and enforceable across your whole workspace.
Reset your own password by email, or have an Agency Admin reset one for a team member.
See where your account is signed in, and end sessions you don't recognise.
Control what each person can see and do. Roles decide which modules appear in the sidebar and which actions are available inside them.
Your own account with Clientish — separate from the workspace you run your agency in.
Manage the Clientish plan your agency is on.
Getting help from the Clientish team.