Documentation

Clientish Docs, One Guide at a Time

Step-by-step guides for every module, from your first workspace to permissions, billing, support, and automation.

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Getting Started

Browse the latest Clientish documentation articles.

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Getting Started
Creating Your First Workspace

Sign up, pick a plan, invite the team and import your clients and services.

4 min read4 articles
Getting Started
Welcome to Clientish

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.

1 min read15 articles
Getting Started
What is Clientish?

Clientish is a client, order, and team management platform built first for agencies and equally suited for freelancers, consultants, solo professionals, service…

2 min read15 articles
Getting Started
Key Features

A complete tour of every module in Clientish — 300+ features across 30 modules.

4 min read15 articles
Getting Started
Sign Up

Creating a Clientish account takes under a minute. Sign-up runs as a three-step flow and starts your 7-day free trial — no…

2 min read15 articles
Getting Started
Free Trial

The trial runs seven days. Every feature is open from the first hour and no card is asked for. When it ends…

5 min read15 articles
Getting Started
Quick Start Guide

A first-week checklist. Work through it in order and you'll go from demo data to live client work without missing anything important.

2 min read15 articles
Getting Started
Login

Clientish has separate sign-in entry points for each type of user, so everyone lands in the right dashboard.

1 min read15 articles
Getting Started
Two-Factor Authentication (2FA)

Add a second verification step after the password. Available to every account, and enforceable across your whole workspace.

1 min read15 articles
Getting Started
Password Reset

Reset your own password by email, or have an Agency Admin reset one for a team member.

1 min read15 articles
Getting Started
Session Management

See where your account is signed in, and end sessions you don't recognise.

1 min read15 articles
Getting Started
User Roles & Permissions

Control what each person can see and do. Roles decide which modules appear in the sidebar and which actions are available inside them.

2 min read15 articles
Getting Started
What Is the Clientish Portal

Your own account with Clientish — separate from the workspace you run your agency in.

2 min read15 articles
Getting Started
Your Plan & Billing

Manage the Clientish plan your agency is on.

2 min read15 articles
Getting Started
Platform Support

Getting help from the Clientish team.

1 min read15 articles
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