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.
Orders Guides
Order creation, status, detail pages, tasks, messages, and exports.
Orders
Browse the latest Clientish documentation articles.
Table, Kanban and Cards views, status tabs, search and filters, and the order menu.
Create an order for a client by hand, with pricing, details and team, and its invoice.
Change an order’s status, edit your statuses, and set the order rules.
The buttons, tabs, invoice, tags, notes, assignment and history on an order.
Message the client and your team on an order, and what each side receives.
Add, assign and complete tasks on an order, and what each task label means.
Add fields and files to an order, what the client sees, and intake answers.
Change many orders at once and download your orders as a spreadsheet.
What you can change on an order, how duplicating works, and why Complete orders are locked.
How clients send a Complete order back for changes, and how you handle it.
Let clients rate finished orders, and see everything that happened on an order.
What your clients see and can do with their orders in their portal.