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.
Troubleshooting Guides
Troubleshooting guides for login, email, payments, orders, forms, and data.
Troubleshooting
Browse the latest Clientish documentation articles.
Someone cannot get in — here is where to look first.
Emails not arriving is almost always one setting.
Payments failing, gateways missing, or charges not going through.
Wrong numbers, missing tax, or an invoice that will not send.
Orders that will not create, cannot be seen, or seem to have vanished.
Support tickets that are missed, misrouted, or leaking internal detail.
“I can’t see X” — the most common support request you will get.
Forms that will not submit, will not sell, or arrive empty.
Uploads that fail, files you cannot find, and attachments that never arrive.
Recurring billing that stops, and trials that lapse.
When your clients cannot do what the portal is supposed to let them do.
Bad imports, missing exports, and duplicate records.