Getting started with Pacten - Pacten Guides
Pacten workspaces are set up with you: the Pacten team provisions your workspace and sends you an invite. This guide is what to do from the moment that email arrives.
1
Accept your invite
The email link opens your invitation — the workspace, your role, who invited you. Accept and sign in. Owners and admins land in the setup conversation; everyone else gets a short welcome tour of their workspace.
2
Finish setting up
The Finish setting up card on Home opens a conversation, not a form. Pacten asks about your business — what you do, who you serve, your services, how work flows, your deposit policy, how you prefer to be contacted — and the ring fills as it learns. Answer in your own words; you can leave and pick it up where you left off.
3
Find your way around
The Apps grid is the map: your apps grouped by what they do — win work, do the work, get paid, run the business. Communications, CRM and Booking are always on. A locked app shows Request access — ask, and the Pacten team turns it on for you.
4
Create your first service
Go to Booking and add a new service. Only a name is required to start — price, description, images and intake questions can all come later. The final step hands you your public booking link, ready to share.
5
Invite your team
Under Settings → Access, invite people by work email and choose what they can do. The “Inviting your team and choosing roles” guide covers the choices.
When you get stuck
Three ways out, all inside the app: the search at the top finds your data and these guides; the Docs book icon in the sidebar opens the full library; and you can just ask Tell Pacten “how do I…” — it answers from the guides and links them.
Day-one settings
Under Settings → General, set your timezone and date format. Your workspace name, sector and currency were fixed during onboarding — contact Pacten to change them, since your documents and prices are denominated in them.