Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
The Top Bar
Quick add, search, notifications, announcements and the profile menu.
The bar at the top of every page gives you quick ways to create something, find anything, and keep up with notifications.
Overview
This guide explains each button in the top bar.
Who Can Access
Quick Add
Click + to create a New Order, New Client, New Invoice or New Ticket from any page. Team members see only what their role lets them create.
Search
Press Ctrl+K (Cmd+K on a Mac) to open search. Type to find clients, orders, invoices and other records, jump to a page, or start creating something new.
Notifications
The bell shows how many notifications you haven’t read. Click it to see the newest ones; click one to open it. Mark all as read clears the count, Desktop alerts turns on browser alerts, and View all notifications opens the full list.
Announcements
The megaphone shows news from Clientish: announcements, maintenance, new features and urgent notices. A dot means something is unread. Only you and your co-admins see it.
Profile Menu
Your photo opens Profile, Settings, Upgrade, Portal manage and Logout. See Your Profile, Email and Password.