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.
Services Guides
Service catalog, pricing, add-ons, recurring services, and intake forms.
Services
Browse the latest Clientish documentation articles.
Folders, search and filters, the services table and the menu on each service.
Add a service with its details, price, visibility and how its orders work.
Sell a service at more than one price, and add a one-off setup fee to a recurring service.
Make a service an extra that clients buy together with a main service.
Bill a service every period, and choose what each payment does.
Keep your catalog tidy with folders, and group what you sell with categories.
Build the form clients fill in after buying a service, with show and hide rules.
Send anyone a link to buy a service without signing in.
Give every new order of a service the same team, deadline and tasks.
A service’s details, actions, intake form and orders in one place.
Add many services from a spreadsheet, and download your catalog.
The 9 Services permissions, the department limit and the plan limit.