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 Members Guides
Remote roster, work boards, and remote statuses.
Remote Members
Browse the latest Clientish documentation articles.
Your remote members, the table, filters and the menu on each member.
Add a remote member with their role, department and status, and what each account status means.
A remote member's details, tabs, internal note, account emails and sign in as user.
Give remote members work outside orders and move it from Assigned to Completed.
See how work, orders, tickets and chats are spread across remote members.
Labels for where a remote member works, and the rules for adding and deleting them.