Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Platform Support
How to get help from the Clientish team: support tickets, live chat and email, and which to use.
Platform support is help between your agency and Clientish. It is not where your clients reach you. You use it from the Clientish Portal, the area where you are the customer.
Overview
This guide shows the ways to reach the Clientish team, what to expect after you ask, and which one to pick.
Who Can Access
Only the agency owner signs in to the Clientish Portal. Your team members and clients never see it.
Ways to Get Help
Step-by-Step Guide
Open the Clientish Portal
From your agency dashboard, open the Clientish Portal. Support Tickets and Live Chat are in the menu under My Plans.
Pick a channel
Open a ticket for anything that needs checking. Use live chat for a short question.
Follow it up
Each ticket shows who is handling it, when a reply is expected and whose turn it is. You also get a notification when support replies.
What Support Can Do
- Look into faults: payments, emails, settings and anything that does not work as it should.
- Explain which setting does what you want.
- With your permission, sign in to your workspace to see the problem. Every such session is logged.
Tips & Best Practices
- One issue per ticket.
- Name the exact screen and the order, invoice or ticket number.
- Say what you expected and what happened instead. “Invoice INV-2305 did not email the client” gets fixed faster than “email is broken”.