Quick Start Guide
A first-week checklist. Work through it in order and you'll go from demo data to live client work without missing anything important.
Overview
Your workspace is already configured and filled with demo records. This guide takes you through the nine steps most agencies complete in their first week — exploring the product, adding real data, taking your first payment, and choosing a plan before the trial ends.
Who Can Access
Agency Admin (Owner)
Your First Week
1
Explore the demo data
Click through orders, invoices, tickets, and reports to see how the modules connect before changing anything.
2
Add your first client
Create a real client record — everything else in Clientish hangs off it.
3
Create a service and set pricing
One-off or subscription, with add-ons if your work has optional extras.
4
Build an order form and share the link
Put the link on your own website so clients can order and pay without emailing you.
5
Send your first invoice
Raise it from an order, then confirm the payment link works end to end.
6
Invite your team and set permissions
Assign roles so each person sees only the modules they need.
7
Give your client portal access
Clients track orders, pay invoices, and raise tickets themselves.
8
Check your Clientish Portal
This is your own Clientish subscription — see your plan and trial end date, view platform invoices, add a payment method, raise support tickets, and upgrade before the trial expires.
9
Clear the demo data and go live
One action in Settings. Your own records stay untouched.
Tips & Best Practices
Run one real client all the way through — order, invoice, payment, ticket — before migrating everyone. It surfaces any gateway or email misconfiguration while the stakes are low.
Common Issues
Trial about to expire with no plan selected? Add a payment method in the Clientish Portal — your data stays intact, but access is limited until a plan is active.
Frequently Asked Questions
What is the Clientish Portal?⌄
It’s where you manage your own Clientish account — plan, platform invoices, payment methods, and support tickets with our team. Separate from the client portal your own clients use.
Do I have to finish all nine steps in week one?⌄
No — steps 1 to 5 cover the essentials. The rest can follow as your team grows into the product.