Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Order Ratings and History
Let clients rate finished orders, and see everything that happened on an order.
Let clients rate the work when an order is done, and see everything that happened on an order in its history.
Overview
This guide covers turning on ratings, where ratings show up, and the order history.
Who Can Access
Step-by-Step Guide
Turn on ratings
Go to Settings → Order Statuses, turn on Enable order ratings under Order rules and save.
The client rates the order
When an order is Complete, the client sees Your Rating on the order in their portal and chooses 1 to 5 stars, from Terrible to Great. Each order can be rated once.
See the rating
The rating appears on the order as Client Rating and in the Client Satisfaction card.
Download all ratings with Export orders & ratings on the Orders page, or Order Ratings on the Dashboard’s Export menu.
Order History
Every order keeps a log of who did what and when: creating the order, status changes, messages, notes and tags. It is on the order’s Overview; Open full history shows every entry.
Team members need View Order History to see it.