Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Welcome to Clientish
Who signs in where, your workspace address, and the five setup steps on your Dashboard.
Clientish is the all-in-one workspace agencies and freelancers use to run client work: leads and proposals, clients and orders, invoices and payments, tickets and chat, and the team and remote members who do the work.
Overview
Start here if your workspace is new. This article explains who signs in where, what your workspace address is, and the five setup steps the Dashboard walks you through.
Who Can Access
Everyone signs in to the same workspace, and each person sees their own area:
- Agency dashboard for you, the workspace owner, and your admins.
- Team dashboard for your team members. They see only what their role allows.
- Remote dashboard for remote members, such as freelancers you work with.
- Client portal for your clients: their orders, invoices, tickets and files.
- Clientish Portal for your own Clientish plan, billing and support. Open it from your profile menu with Portal manage.
Your Workspace
Your workspace name becomes your web address. For example, the agency Plugincy works at plugincy.clientish.io, and its team and clients sign in there too. The address is fixed once the workspace is created, so choose it carefully when you sign up. Your company name can be changed any time under Settings → General.
Pick your brand colour once under Settings → General → Brand & appearance. It shows on your own dashboard, your team’s and remote members’ dashboards, and your clients’ portal.
Step-by-Step Guide
Sign up and confirm your email
Create your workspace and confirm your email address. See Sign Up for each step.
Look around with the example data
A new trial workspace comes filled with example clients, orders, invoices and tickets, so every screen has something to show. When you are ready for your own data, click Clear example data in the top bar. Anything you created yourself stays.
Follow “Set up your workspace”
The top of your Dashboard lists five setup steps and ticks each one off when it is done. Click a step to open its page, or use the button on the right to go to the next one. The list disappears when all five are done.
- Settings: your company details, brand, service categories, roles and email templates.
- Email (SMTP): your own mail server. Until it is set, no email leaves your workspace. See SMTP & Mail Config.
- Payments: at least one way for clients to pay you: Stripe, PayPal, SSLCommerz or Manual Banking.
- Team: add the people you assign orders, tasks and tickets to.
- Order form: the form a client fills in to order from you.
Manage your Clientish plan
Open the profile menu at the top right. Upgrade lets you choose a plan, and Portal manage opens the Clientish Portal with your plan, invoices, payment methods and support.
Tips & Best Practices
Do the Email (SMTP) step first. Without it, invoices, invitations and notifications are not sent to anyone.
Common Issues
Didn’t get the confirmation email? Check your spam folder. Then sign in: you are taken to the confirmation screen, where Send again sends a new one.