Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
What Is the Clientish Portal
Your own account with Clientish: where you manage your plan, billing and support.
The Clientish Portal is your own account with Clientish. It is where you look after your Clientish plan, pay for it and get help from the Clientish team.
Overview
Inside your workspace you are the provider. In the Clientish Portal the roles flip: you are the customer and Clientish is the provider. Your clients never see it, and nothing here changes your workspace data.
Who Can Access
Only the workspace owner can open it. Co-admins, team members and clients are sent back to their own dashboard.
How to Get There
From your agency dashboard
Click your avatar in the top right and choose Portal manage. Upgrade in the same menu opens the plans page.
Or use Clientish Billing
Clientish Billing at the bottom of the agency sidebar opens your plan, cards and billing history without leaving the workspace.
Or sign in directly
Go to /consumer on your workspace address, or /consumer/signin, and sign in with your email and password.
Go back
Click Back to Agency Dashboard at the bottom of the portal menu.
The Menu
The Dashboard
- The purple banner shows your plan, when it renews and how it is billed. Manage Plan opens Billing & Payment.
- The four tiles count completed orders, active and pending subscriptions, and open tickets. Click one to open that list.
- Below, Open Tickets and Subscriptions show your latest items, with billing cycle, amount and auto-renew.
- Quick Actions jump to orders, invoices, payment methods, live chat or a new ticket.
- Account Info shows your workspace, the date you joined and whether two-factor sign-in is on.
- Upgrade Plan at the bottom of the menu opens the plans page.