Documentation

Clientish Docs, One Guide at a Time

Step-by-step guides for every module, from your first workspace to permissions, billing, support, and automation.

27 articles7 topicsUpdated weekly

Support & Productivity

Browse the latest Clientish documentation articles.

No matching articles found.
Support & Productivity
Creating & Assigning Tickets

Priority, SLA rules, saved replies and satisfaction ratings.

6 min read8 articles
Support & Productivity
Tickets List

Your support desk — every client request, grouped by status.

1 min read27 articles
Support & Productivity
Ticket Detail & Replies

Where support actually happens — client replies, internal notes, and everything about the request.

1 min read27 articles
Support & Productivity
Ratings & History

How clients rate your support, and the audit trail behind every ticket.

1 min read27 articles
Support & Productivity
To-Do Lists

Lightweight internal lists for work that is not tied to an order.

1 min read27 articles
Support & Productivity
Task Status Board

One board showing where every assigned task stands, across the team.

1 min read27 articles
Support & Productivity
Team Chat

Internal chat for your team — channels, DMs, and threads.

1 min read27 articles
Support & Productivity
Live Chat with Clients

Real-time chat between your team and your clients.

1 min read27 articles
Support & Productivity
File Library

Every file in the workspace, in one searchable place.

1 min read27 articles
Support & Productivity
Notifications

The in-app notification centre, and control over what reaches you.

1 min read27 articles
Support & Productivity
Business Hours & Auto-Reply

Set when you are available, and what clients hear when you are not.

1 min read27 articles
Support & Productivity
Report Tabs

Seven reports covering revenue, delivery, clients, and promotions.

1 min read27 articles
Support & Productivity
Report Access

Reports are permission-gated tab by tab.

1 min read27 articles
Support & Productivity
Importing Data

Bring your existing clients and services in from a file.

1 min read27 articles
Support & Productivity
Exporting Data

Get your data out — as a direct download or delivered by email.

1 min read27 articles
Support & Productivity
Login Issues

Someone cannot get in — here is where to look first.

2 min read27 articles
Support & Productivity
Email Problems

Emails not arriving is almost always one setting.

2 min read27 articles
Support & Productivity
Payment Issues

Payments failing, gateways missing, or charges not going through.

2 min read27 articles
Support & Productivity
Invoice Issues

Wrong numbers, missing tax, or an invoice that will not send.

2 min read27 articles
Support & Productivity
Order Issues

Orders that will not create, cannot be seen, or seem to have vanished.

2 min read27 articles
Support & Productivity
Ticket Issues

Support tickets that are missed, misrouted, or leaking internal detail.

2 min read27 articles
Support & Productivity
Permission Issues

“I can’t see X” — the most common support request you will get.

2 min read27 articles
Support & Productivity
Form & Intake Issues

Forms that will not submit, will not sell, or arrive empty.

2 min read27 articles
Support & Productivity
File Upload Issues

Uploads that fail, files you cannot find, and attachments that never arrive.

2 min read27 articles
Support & Productivity
Subscription & Trial Issues

Recurring billing that stops, and trials that lapse.

2 min read27 articles
Support & Productivity
Client Portal Issues

When your clients cannot do what the portal is supposed to let them do.

2 min read27 articles
Support & Productivity
Import, Export & Data Issues

Bad imports, missing exports, and duplicate records.

2 min read27 articles
Scroll to Top