Portal Overview

2 min read

What your clients see when they log in.

There are two client-facing shells with their own sign-in — the main portal on your subdomain, and a second consumer shell covering the same orders, invoices, subscriptions, payments, tickets and profile.

Overview

The portal is your client-facing side of Clientish. It runs under your branding on your workspace domain, so clients experience it as your system rather than someone else’s software.

Portal Sections

Dashboard
Their orders, invoices, tickets, and balance at a glance
Orders
Every order with status and messages
Services
Browse and buy from your catalog
Invoices
View, pay, and download PDFs
Tickets
Raise and follow support requests
Live Chat
Talk to your team in real time
Subscriptions
Their recurring services
Notifications
Updates on their work
Cart & coupon
Add services to a cart, change quantities, apply a coupon code, then check out
Request a revision
Ask for a change on a delivered order without opening a ticket
Rate the order
Leave a rating once the work is done — it feeds your reports
Branding: the portal carries your logo, colours, and workspace domain.
Impersonation: sign in as a client to see their portal exactly as they do.

Tips & Best Practices

Sign in as a real client once a month. It is the fastest way to notice something confusing that you have stopped seeing from the admin side.