Frequently Asked Questions
The questions that come up most often, answered in one place.
Getting Started
How long is the free trial?⌄
Seven days with every module unlocked and no card required. Your workspace stays exactly as you left it when you pick a plan.
Do I need a website to take orders?⌄
No. Every service and order form gets its own link — share it in a DM, an email signature or a proposal and the order arrives fully briefed and paid.
Can I import my existing clients?⌄
Yes — clients and services import from CSV, and orders, invoices and reports all export the same way.
How long does setup take?⌄
Most workspaces are taking real orders the same day. Add your services, connect a payment gateway, share the order form link — the rest can wait.
Do my clients need to create an account?⌄
Only if you want them in the portal. They can pay an invoice or submit an order form from a link without ever logging in.
Can I run more than one brand from one account?⌄
Yes — each workspace has its own domain, branding, services and client list, and you switch between them from the Clientish Portal.
Billing & Plans
Can I change plan later?⌄
Upgrade or downgrade at any time. Changes are prorated against the days remaining in your current cycle.
Which payment gateways can I connect?⌄
Stripe, PayPal, Paddle, SSLCommerz and manual bank transfer — with multi-currency and tax rules per country.
What happens if I stop paying?⌄
Your workspace stays readable for 90 days — you can view and export everything, but not create or edit. Nothing is deleted during that window.
Do you offer refunds?⌄
No — that is exactly why the trial is seven days with every module unlocked. Try it fully before you pay anything.
Is yearly billing cheaper?⌄
Yes. Switching to yearly saves roughly two months against the monthly price on every plan.
Can I charge my clients in their own currency?⌄
Yes — multi-currency is supported, with tax rules configurable per country and an invoice number format you control.
Team & Access
Can contractors see my client list?⌄
Not unless you allow it. Remote members get their own dashboard showing only the work assigned to them — client emails and order amounts are hidden by default.
Is the client portal white-labelled?⌄
Yes — your domain, your logo and colours, and your own SMTP so every email leaves from your address.
How many people can I add?⌄
Depends on your plan — team members, remote contractors and co-admins each have their own limit, listed on the pricing table.
Can I log in as a client to see what they see?⌄
Yes — sign-in-as opens their portal exactly as they experience it, and every impersonation is recorded in the activity log.
Data & Security
Who owns the data in my workspace?⌄
You do. We store it to run the service — we never sell it, mine it, or use your client records for anything else.
Can I export everything if I leave?⌄
Yes — clients, orders, invoices, services, forms and reports all export to CSV at any time, including during the 90-day read-only window.
Is two-factor authentication available?⌄
Yes, on every plan, for admins and team members alike. Enforce it workspace-wide from Settings → Security.
Where do my automated emails send from?⌄
Your own SMTP if you connect one, so mail leaves from your domain and lands in the inbox rather than the promotions tab.
Tips & Best Practices
Search before you ask
Most answers already sit in the module docs — try the sidebar first
Check your plan limits
Client, order and team caps differ per plan; the pricing table lists each one
Test it in the trial
Seven days of every module — walk the whole flow before you commit
Ask once, on the record
Raise a ticket rather than chasing chat, so the answer stays searchable