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 Management Guides
Team roster, permissions, members, and co-admin access.
Team Management
Browse the latest Clientish documentation articles.
Your in-house team, their statuses, the member menu and a member’s own page.
Add someone to your team with their role and access, and keep their details up to date.
Give one member different permissions from their role, and undo it.
Add, promote, manage and remove the people who run the workspace with you.
Hand work to team members and see how everyone’s work is going.
The Team permissions, departments and designations, and team seats.