Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Quick Start Guide
A first-week checklist: from example data to a client who can order, get an invoice and pay.
A short checklist for your first week. Work through it in order and you go from example data to real client work without missing anything important. Each step links to its full guide.
Overview
Most steps take a few minutes. By the end, a client can order from you, get an invoice, pay it, and follow their work in the client portal.
Who Can Access
The workspace owner, or an admin with access to settings.
Step-by-Step Guide
Look around with the example data
Open Orders, Clients, Invoices and Tickets and click into a few example records. It is the quickest way to see how everything connects.
Finish the setup steps on your Dashboard
Complete Settings, Email (SMTP), Payments, Team and Order form at the top of your Dashboard. See Setting Up Your Workspace.
Add your first client
Go to Clients and add a client. Under Portal Access, tick Send welcome email so they can sign in to their portal. See Add & Edit Client.
Create a service
Go to Services and create what you sell, as One-time or Recurring, with add-ons if you offer extras. See Create & Edit Service.
Share an order form
Go to Forms, create an order form and share its link, by email, on your website or anywhere you talk to clients. See Public Forms & Sharing.
Invoice an order
Open an order and click Create Invoice. Your client can pay it from their portal with the gateways you turned on. See Create & Edit Invoice.
Set what your team can see
Check the roles under Settings → Roles & Permissions before your team starts. See Role Presets.
Clear the example data
Click Clear example data in the top bar and confirm. Anything you created yourself stays.
Choose your plan
Before your 14-day trial ends, open the profile menu and click Upgrade to choose a plan. Portal manage shows your plan, invoices and payment methods. See Free Trial.
Tips & Best Practices
Place a test order through your own order form. You see exactly what your clients see, and you can check that the emails and the payment work.