DOCUMENTATION

Clientish Documentation

Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.

219 guides30 topicsUpdated Oct 2026

New to Clientish? Start here

Five guides that take you from sign-up to your first paid order.

Popular guides

What agencies read most.

Troubleshooting

Sign-in, email, payment and upload problems, with the exact messages people see.

Fix a problem →

FAQ

Short answers to the questions agencies ask most.

Read the FAQ →

What’s new

Product updates and new features as they ship.

See the changelog →
We’re here to help

Still need help?

Can’t find the answer? Reach the Clientish team from your Clientish Portal.

Documentation Topic

Services Guides

Service catalog, pricing, add-ons, recurring services, and intake forms.

Services

Browse the latest Clientish documentation articles.

No matching articles found.
Client & Order
Services List

Folders, search and filters, the services table and the menu on each service.

2 min read63 articles
Client & Order
Create and Edit a Service

Add a service with its details, price, visibility and how its orders work.

2 min read63 articles
Client & Order
Pricing Options and Setup Fees

Sell a service at more than one price, and add a one-off setup fee to a recurring service.

1 min read63 articles
Client & Order
Add-on Services

Make a service an extra that clients buy together with a main service.

1 min read63 articles
Client & Order
Recurring Services

Bill a service every period, and choose what each payment does.

2 min read63 articles
Client & Order
Service Folders and Categories

Keep your catalog tidy with folders, and group what you sell with categories.

2 min read63 articles
Client & Order
Service Intake Form

Build the form clients fill in after buying a service, with show and hide rules.

2 min read63 articles
Client & Order
Payment Links

Send anyone a link to buy a service without signing in.

2 min read63 articles
Client & Order
Deadlines, Assignment and Tasks

Give every new order of a service the same team, deadline and tasks.

2 min read63 articles
Client & Order
The Service Page

A service’s details, actions, intake form and orders in one place.

1 min read63 articles
Client & Order
Import and Export Services

Add many services from a spreadsheet, and download your catalog.

1 min read63 articles
Client & Order
Service Permissions

The 9 Services permissions, the department limit and the plan limit.

1 min read63 articles
Scroll to Top