Clientish Docs, One Guide at a Time
Step-by-step guides for every module, from your first workspace to permissions, billing, support, and automation.
Platform
Browse the latest Clientish documentation articles.
Put the workspace on your subdomain with your logo, colours and SMTP.
The first screen you see after signing in — revenue, orders, tickets, and recent activity for whatever date range you choose.
The panels that make up the dashboard, and what each one is for.
The headline numbers at the top of the dashboard, all recalculated against your selected date range.
Visual breakdowns of revenue, order flow, and support load.
A single feed of what's happened across orders, invoices, and clients — newest first.
Shortcuts at the bottom of the dashboard — jump straight to a report, or export data without leaving the page.
One control at the top of the dashboard sets the period for every tile, chart, and panel below it.
Connect Clientish to the tools you already run.
Send transactional email from your own mail server.
Analytics, storage, calendars, and email marketing sync.
Custom statuses for orders, tickets, client accounts, and remote members.
The three label systems that keep a growing workspace organised.
Edit every transactional email your workspace sends.
Canned responses for the questions you answer every week.
Enforce two-factor authentication across your whole workspace.
A workspace-wide audit trail of who did what.
The questions that come up most often, answered in one place.
What ships, when, and what it changes for your workspace. Clientish has not launched yet — v1.0 is the first public release, and everything after it will be logged here.
Three ways to reach us, and what to expect from each.