Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
How to Write and Publish a Help Article in Clientish
Steps for a new article: title, body, category, audience, ticket suggestions, preview and publishing, plus categories.
A help article in Clientish answers one client question in your own words, in your client portal. Write it once, choose which clients see it, and your team can link it from any ticket reply instead of typing the same answer again.
Who can do it: the workspace owner and admins, and team members whose role has Edit Company Settings
Before You Begin
- Look through the 25 ready articles first. The answer you need may already be there and only need your details.
- Write down the question the way your clients ask it. That wording makes the best title, and the ticket form matches on it.
How to Write a Help Article in Clientish
Open the Help center settings
Go to Settings → Help center (under Other) and click New article. To change one of the ready articles, click it in the list instead.
Write the title and body
Enter a Title in the words a client would search, such as “How to share your Google Analytics access”. Pick a Category or leave No category. Write the steps in Body; the toolbar adds lists, links and images.
Choose who can see it
Under Who can see it, choose All clients, Clients of these services or Team only. For services, pick one or more under Choose services…; a client sees the article once they have an order of any of them that is not canceled.
Decide if tickets should suggest it
Leave Suggest it when a client opens a ticket about this checked to offer the article on the ticket form when the subject matches. Uncheck it for articles that should only be found by browsing.
Check it and publish
Click Preview to read it as a client will. Set Status to Published and click Save. Choose Draft instead to keep working on it; drafts never reach clients.
How to Organize Help Center Categories
Categories sit in the panel beside the article list: click New category to add one, the pencil to rename it, or the trash icon to delete it.
- Clients see each category as a card with its article count.
- Deleting a category keeps its articles; they move to No category.
- Click All to see every article again, with who sees it, views, the helpful rate and the status.
How to Check What Clients Will See
Click View as client at the top of Settings → Help center to open the portal page as clients see it, with search and categories, showing only published articles that are not Team only.
To see a single client’s view, including articles for their services, sign in to the portal as that client from their client page.