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.
Tasks Guides
To-do lists, task boards, statuses, and delivery work tracking.
Tasks
Browse the latest Clientish documentation articles.
Every order’s tasks in one place, as a table or a Kanban board.
Add tasks to an order, assign them, and work through them with checklists and comments.
Checklists for work that isn’t tied to an order, for you or your team.
See how work is spread across your team on the Assign Status tabs.
Who is told about tasks, due-date alerts, and the task and to-do permissions.