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.
Tickets Guides
Support tickets, replies, ratings, and ticket history.
Tickets
Browse the latest Clientish documentation articles.
Status tabs, search and filters, priorities, the SLA deadline and what you can do from each row.
Open a ticket for a client yourself, assign your team, and change it later.
Reply to your client, attach files, and see the status, SLA and details of a ticket.
Turn on ticket ratings, who can rate, and where ratings show.
Where to find a ticket’s history and what it records.
Set reply times per priority and see which tickets are running late.
The default ticket statuses and how to add and change your own.
Talk about a ticket with your team without the client seeing it.
What clients see and can do with tickets in their portal.
The 16 Tickets permissions, the plan limit, and who is told about what.