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.
Team Dashboard Guides
Team member dashboard behavior and daily work views.
Team Dashboard
Browse the latest Clientish documentation articles.
What your in-house team members see after they sign in: the sign-in link, the sidebar their role decides, and what happens on a page they cannot open.
The greeting, the All Time date filter and every card a team member sees at the top of their dashboard.
The Assigned Orders, Team Members, Assigned Tasks, Total Orders and Assigned Tickets panels, plus Quick Links.
How a team member updates their photo, details, email and password, and signs out other devices.
Read, filter, search, mark and delete notifications in the Team Dashboard.