Guides

All guides

• Adding a client — Make a client record in Marketing, find them in your CRM first, and know what to do next on their page.
• Adding signatories and sending for signature — Add everyone who needs to sign, from your side, the client and any third party, then send. Each person gets their own signing link by email.
• Adding the account money arrives in — The bank register is what payments are matched against. Without an account there is nowhere to record money landing.
• Approval chains, and how routing decides who is asked — The same engine approves purchase orders, cash requests, advances and payroll. One idea, worth ten minutes once.
• Approving leave — The queue, the decision, and the paper trail — including leave you log on someone’s behalf.
• Attaching a proposal, quote or agreement to a document — Put a button in a Doc Hub document that opens a proposal, estimate, quote or agreement, so the reader can act on it from the page they are reading.
• Automating replies to comments — Set up a rule that answers a keyword in a comment with a private message or a public reply.
• Bringing your contacts in — Import a spreadsheet or add people one at a time. Nothing else in CRM does anything until somebody is in here.
• Changing someone's role — Where a role is changed, who is allowed to change it, and why some people cannot be edited at all.
• Claiming and assigning in Trackers — Who is working each person or deal. Claim the ones you are working, release them when you are done, and let a manager assign and reassign the rest.
• Connecting a channel — Link an Instagram, Facebook, LinkedIn or other account so Pacten can publish to it and read its comments.
• Contracts & Docs: how the pieces fit — Write it in Doc Hub, turn it into a contract, get it signed, and get paid against it. The three rooms of Contracts & Docs and how Finance hangs off them.
• Contracts and signatures — From agreement to executed: building the contract, sending each party their signing link, and what happens the moment the last signature lands.
• Customising tasks for one participant — Give one person an extra task, or make a task mandatory for them alone — without touching the rest of the group.
• Embedding booking on your own website — Three embed styles, which page each one belongs on, and what to check after you paste the snippet.
• Finding your way around Marketing — Every row in the Marketing app, in the order it appears, and which one to open for the job in front of you.
• Getting content and a yes from your client — Ask a client for footage and send them a cut to approve, using the links they already have.
• Getting paid — From agreed work to money in your account — the invoice email, the pay page, proof of payment, receipts, and the chasing Pacten does for you.
• Getting paid against a contract — Confirm the figures, attach a payment plan, and watch what you asked for, what came in and what is still owed, all from the contract.
• Getting started with Pacten — From the invite in your inbox to your first bookable service — the first week, in order.
• How claiming a lead works — Nobody is handed a lead. Anyone who can see it can claim it, which starts the response clock and makes it theirs.
• How purchase order approvals work — Decide what size of order needs a second pair of eyes, and who gives it. Without a chain, every order goes straight out.
• How to connect Pacten to Claude and ChatGPT — Add Pacten to Claude or ChatGPT in about two minutes: where to click in each app, the address to paste, what you will see, and what to do if it does not connect.
• Inviting your team and choosing roles — Work email in, the right access out — workspace roles, per-app overrides, and the labels that guard money.
• Logging and importing job applications — Log an application for one person or several at once, move it through the stages, bring in past entries from a spreadsheet, and send each person a weekly report.
• Making an image, caption or clip on Create — Describe what you want and get an image, a caption or a short clip back, then use it in a post.
• Managing a group experience — A checklist for every group you run — the two links people forget, and how to be sure your sessions were actually sent.
• Managing your clients — One record per client — the pipeline that moves them from first contact to won, and everything Pacten remembers along the way.
• Moving a post through its stages — The six stages a post walks, who holds each one, and how the bar at the bottom of the post page moves it on.
• My Follow-ups — One list of everything due across every tracker, promises to pay and scheduled callbacks, grouped by urgency and soonest first. How to put something on it.
• Pointing Pacten at your own accounts — If you brought your own chart of accounts, tell Pacten which account each kind of posting belongs in — otherwise it posts into the starter chart.
• Posts: Board, Calendar, Relay and Published — One list of every post, four ways to look at it, and how to move, reschedule and bulk-handle posts from it.
• Pricing what you sell — An item with no price is in your register but cannot be sold. Here is how to price in bulk, and how to find the ones you have missed.
• Publishing a post — Send a finished post to its networks now or on a date, and read what each network did with it.
• Removing someone from your workspace — What to do when someone leaves — where the action lives, what they lose, and who you cannot remove.
• Renaming your pipeline stages — The default stages work from day one, but they are not your words. Rename them to match how you actually sell.
• Reports and Performance: reading the numbers — What the Reports and Performance pages show, how to change the date range, and where each number comes from.
• Requesting time off — Where your leave balance lives, how to submit a request, and what happens between pending and approved.
• Required to continue: gating progress on a task — Lock later milestones until a task is submitted — and let participants move on the moment they submit, no review wait.
• Resending, revoking and chasing an invite — An invite lasts seven days. What to do when it expires, goes to the wrong address, or someone swears they never got it.
• Rotating roles across your groups — Leadership roles that move week by week, with a fairness rule that stops the same person leading twice — set up once, covering every group in the cohort.
• Save a group's structure as your new blueprint — When a live group has evolved into something better than the journey, make it the starting point for every future group.
• Saying where new leads come from — Connect the form on your website, a shared inbox, or a feed from another tool. Until one of these exists nothing arrives on its own.
• Service pages: how each service looks on your hub — Photos and the Cover, Hero and OG tags, page content, section order — and why this tab has no draft.
• Setting up a landed cost schedule — Duty, freight, clearing and handling are most of what an imported item really costs. A schedule is the recipe that adds them up.
• Setting up your Brand — Fill in who you are, how you look and how you sound once, so everything Marketing makes starts from it.
• Setting your availability — Working hours, booking horizons, time off and calendar sync — everything that decides which times clients can book.
• Setting your tax rates — Every invoice line asks for a rate. Until one exists you are typing the percentage in by hand each time.
• Sharing a Doc Hub document — Who in your team can see it, and how to send it to a client by link: open to anyone with the link, or only to people you list, with an expiry date.
• Sharing a folder with a client — Give a client a link to a folder, choose what they can do in it, and close or reopen it later.
• Splitting a cohort into groups — Case-study teams and project pods inside a cohort — creating them one at a time or splitting the whole roster at once, and what the even split really does.
• Starting a new post — Give a post a title, a client, its networks and a date, and it appears in Posts ready for its brief.
• The Inbox: answering comments, reviews and messages — One queue for everything people say to your channels, one row per person, with a clock on how long you have to reply.
• The Library: files, folders and what clients send — Upload, organise and find every photo, video and file, and accept what clients send in.
• The three levels: Journey, Group, Participant — The mental model behind group programmes — and the rules that tell you exactly who any edit will affect.
• They cannot see it — working out why — Someone is missing an app, a page or a number. Six checks, in the order that actually resolves it.
• Tracking sales activity — Every deal from first inquiry to delivered or lost: the funnel, win rate, source and campaign, and why what is owed comes from Finance rather than being typed in.
• Tracking who has signed — See at a glance which contracts are out for signature, who still has to sign, and which are executed or expiring soon.
• Turning a document into a contract — Promote a Doc Hub document into a contract ready for signatures, and attach it to a client so it shows in the contracts register.
• Updating a live group safely — Rename milestones, edit tasks, and attach materials for a running group — knowing exactly who is affected.
• Uploading a contract you already have — Bring in a PDF or Word contract, let Pacten read the parties, terms and value out of it, check what it found, and create the contract.
• What happens when you send a contract — The email each signer gets, what they see when they open it, and what Pacten does the moment the last signature lands.
• What Trackers is for — One place to log every attempt toward an outcome, for each person or deal you track, with a funnel to measure it and follow-ups so nothing is forgotten.
• Where stock is kept — A warehouse, a depot, a shop floor, a van. Receiving asks which one a delivery went into, so nothing can be booked in until one exists.
• Who can see money — Amounts, prices and financial documents are guarded by a label, not by a role — which is why a senior person can still see nothing.
• Who sees what in Trackers — Owners, admins and managers see everyone and can filter by member. Everyone else sees their own numbers, and every entry on a person or deal without the names of who logged it.
• Working collections — Every debt in your workspace, read live from Finance and sorted by age. Claim a debt, chase it by email, text or call with a pay link, and record a promise to pay.
• Writing a document in Doc Hub — Strategies, briefs, proposals and agreements, written in Pacten rather than a tool you rent. Starting one, pasting from AI, and how saving works.
• Your brand on the hub — Set your logo, colour, background and pattern once — and see where those choices show up beyond your booking page.
• Your hub and its theme — What visitors currently see, how to install Slate, the six sections it ships with, and the three themes we fit for you.
• Your journey: the blueprint every participant starts from — Where the journey lives, what it contains, and exactly when a new participant inherits it.
• Your public pages — The hub clients see, the page every service gets, and the dials for branding, search and tracking — all under Web & Platform.