Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Appointment Scheduling
    Your own booking page. Every call becomes a lead.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
  - Client Meeting Tracker
    Every client call with notes and next steps.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Appointment Scheduling
    Your own booking page. Every call becomes a lead.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
  - Client Meeting Tracker
    Every client call with notes and next steps.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

DOCUMENTATION

Clientish Documentation

Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.

Popular: Payment gateways Import clients Team roles Email log Sign-in problems Custom domain SMTP setup Subscriptions

264 guides32 topicsUpdated Nov 2026

New to Clientish? Start here

Five guides that take you from sign-up to your first paid order.

1Welcome to Clientish 2What is Clientish?3Key Features 4Sign Up 5Free Trial

Key features

Jump straight to the guide for the features agencies set up first.

AutomationsSee what automations can start from and do in your workspace: 40 triggers, up to 8 steps, ready-made rules and a safe test run.Read the guide →CouponsMake a discount code, give some services their own rate, add expiry, minimum order and once-per-client limits, and track every use.Read the guide →SubscriptionsTurn on recurring billing, create a subscription for a client, edit the amount, cancel or restart it, and read the 5 statuses.Read the guide →Help CenterThe 25 starter articles, who sees which article, how the ticket form suggests answers, and the numbers that show what helped.Read the guide →Mobile appSet the app name and icon, share the install QR code, test push notifications and choose whether clients see the Get the app card.Read the guide →Booking calendarLet people pick a call time straight after a contact, intake or onboarding form, with the Show my booking calendar option.Read the guide →Custom domainPut your client portal, dashboards, emails and links on your own domain, with free SSL, on Growth, Pro and Enterprise.Read the guide →File proofingSend designs, PDFs and links on an order, collect pinned comments and approvals from clients, and keep every version in one place.Read the guide →Live chatThe chat inbox, starting a conversation, read ticks, transferring to a teammate, emailing the client and the Live Chat permissions.Read the guide →AI AssistantWhat Ask AI can read and change in your workspace, the 8 AI providers it works with, and how Confirm and Undo keep every change in your hands.Read the guide →Delivery approvalHow clients approve a delivered order or ask for a revision, when orders approve themselves, and what the progress timeline shows.Read the guide →Email templatesThe 37 templates by group, how to edit wording and shortcodes, which 7 emails take a send time, and how to switch one off.Read the guide →

Get started

Set up your workspace and learn the basics.

4 topics · 38 guides

Run your agency

Sell services, deliver orders and get paid.

9 topics · 74 guides

Orders

17 guides

VideoHow Clients Order and Pay Through Your Order Form

View all 17 →

Services

15 guides

VideoHow to Set Up Services in Clientish

View all 15 →

Forms

10 guides

VideoClientish Forms Explained VideoClient Intake Form for Agencies VideoHow to Build a Client Onboarding Form

View all 10 →

Tasks

5 guides

Proposals

1 guide

Create and Send a Proposal

Invoices & Billing

11 guides

View all 11 →

Payments

5 guides

Reports & Analytics

7 guides

Import & Export

3 guides

Your team

Bring people in and control what they see.

7 topics · 44 guides

Team Management

6 guides

Roles & Permissions

6 guides

VideoProtect Client Data From Remote Freelancers

Remote Members

6 guides

Communication

11 guides

View all 11 →

Time Tracking

5 guides

Team Dashboard

5 guides

Remote Dashboard

5 guides

Your clients

What clients see and how they reach you.

6 topics · 55 guides

Connect & extend

Integrations, API and your Clientish account.

4 topics · 38 guides

Integrations

16 guides

View all 16 →

Webhooks & API

2 guides

AI Connections

3 guides

Clientish Portal

17 guides

View all 17 →

Popular guides

What agencies read most.

Getting StartedQuick Start Guide→PaymentsPayment Gateways→Import & ExportImporting Data→TroubleshootingLogin Issues→Roles & PermissionsTeam Roles and Remote Roles→Client PortalClient Portal Overview→

Troubleshooting

Sign-in, email, payment and upload problems, with the exact messages people see.

Fix a problem →

FAQ

Short answers to the questions agencies ask most.

Read the FAQ →

What’s new

Product updates and new features as they ship.

See the changelog →

We’re here to help

Still need help?

Can’t find the answer? Reach the Clientish team from your Clientish Portal.

Support 24/7, every day

Open a support ticketBest for detailed questions→Chat with usLive chat in your Clientish Portal→TroubleshootingFix common problems yourself→

Documentation Topic

Meetings Guides

Keep every client call in Clientish: add meetings, write notes and next steps, let AI draft them from the transcript, and share them in the client portal.

4 articlesAll documentation

All Articles Getting Started Client & Order Team & Remote Support & Productivity Billing & Commerce Platform

Clientish Meetings: Every Client Call, Its Notes and Next Steps

See every call with a client in one list, add meetings yourself, and choose which notes your client sees in their portal.

Read the overview

Meetings documentationFollow each module step by stepKeep setup and support in one place

Meetings

Browse the latest Clientish documentation articles.

No matching articles found.

Clientish Meetings: Every Client Call, Its Notes and Next Steps

See every call with a client in one list, add meetings yourself, and choose which notes your client sees in their portal.

4 min read88 articles

How to Write Meeting Notes and Next Steps in Clientish

Record what was said and agreed, give each next step an owner and a date, link the recording and share it with the client.

3 min read88 articles

How to Write Meeting Notes With AI in Clientish

Turn a Zoom, Meet or Teams transcript into a summary, decisions and next steps with your own AI, then check and save them.

4 min read88 articles

Meetings Not Working? Common Fixes in Clientish

What each Meetings message means: notes that will not save, AI notes that fail, and notes your client cannot see.

4 min read88 articles

Raise a ticket from your Clientish Portal and the support team will help.

Contact support

Every release, fix, and new module listed in one place with dates.

Read the changelog

Try it yourself

Sign up free and explore Clientish in a live demo workspace.

Signup & Try Demo