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.
Reports & Analytics Guides
Reports, analytics tabs, and report access controls.
Reports & Analytics
Browse the latest Clientish documentation articles.
Where Reports is, the tabs, the date range and the export buttons.
What counts as revenue, which date is used, and why tabs can disagree.
Every card, chart and table on the Revenue, Services and Clients tabs.
Orders in and completed, where they are now, and each member's assigned orders.
Client balances and deposits, and how your coupons are used.
Each export button, what its file holds and the permission it needs.
Which team permissions open each report tab.