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.
Remote Dashboard Guides
Remote member dashboard behavior and assigned work views.
Remote Dashboard
Browse the latest Clientish documentation articles.
What a remote member sees after signing in: cards for their orders, tasks and tickets, a date filter, status panels and quick links, all in the agency's branding.
Where remote members sign in, what the sign-in page asks for, and how their remote role decides the sidebar.
See the work your agency assigned to you, move it forward one stage at a time, add notes and open attachments.
Use the Task Assign board and the Tasks Status page to move your work forward and check your progress.
Update your details, change your email or password by confirmation, see your member information and devices, and manage notifications.