Pair Software Help Centre
Step-by-step guides, quick answers and release notes for every app in Pair. The full help centre, with search and the assistant, needs JavaScript turned on.
Help for you
Using Pair
Pair keeps your work, people and resources in one place, grouped the way your business runs.
- How Pair is organised: Pair keeps your work, people and resources in one place, grouped the way your business runs.
- Who's who in Pair: Everyone who signs in to Pair is a member of your organisation. What each member can open and change is set by their access level.
- Getting your team started: Set up the things every app reads before you add people.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
The dashboard is the first thing everyone sees when they open Pair.
- Your dashboard: The dashboard is the first thing everyone sees when they open Pair.
- My digest: My digest is your own list of the records you want to keep an eye on. Pair keeps them in one place until they're dealt with.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Every setting in Pair now lives in one place: Settings in the sidebar. We reviewed 135 settings to put them there, and we're now merging the ones that were repeated across apps.
- Finding your settings: Every setting in Pair now lives in one place: Settings in the sidebar. We reviewed 135 settings to put them there, and we're now merging the ones that were…
- General settings: Your organisation's details, logo, region, email sending, sign-in rules and storage. Every app reads these.
- Access levels: Access levels decide what each member can see and change in every app.
- People settings: Departments, job titles, employee profiles, time off, benefits and bank details.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Your own details, how you sign in, and what Pair emails you.
- Signing in and two-factor: Your own details, how you sign in, and what Pair emails you.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Shift workers use the Pair Staffing app to find, apply for and work shifts.
- The Pair Staffing app: Shift workers use the Pair Staffing app to find, apply for and work shifts.
- Letting workers cancel a shift: Choose whether workers can cancel a confirmed shift from the app.
- The venue kiosk: A tablet at the venue where staff sign in and out with a photo.
- The ticket scanner: Check tickets at the door on any internet-connected phone or tablet, with nothing to install. Your door staff join with a link you send them.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Getting the Pair Staffing app, finding shifts and what to do on the day.
How the agency portal works when a Pair customer books your staff.
Work
CRM holds every customer your organisation works with or sells to.
Portfolio shows what's in your pipeline, what work you're committed to, when you can take on more, and when you'll get paid.
- What Portfolio is for: Portfolio gives you one view of your work, from the first conversation with a customer to the final payment.
- The Portfolio dashboard: See your pipeline, your confirmed work and whether the team has enough of it.
- Building reports: Build live charts and tables from your projects, opportunities, customers, products and events, and keep them together on a dashboard everyone can see.
- Planning capacity: See whether your core team has the hours for the work you've won and the work in your pipeline.
- Billing: Know what's been paid, what's ready to bill, and what's coming, from the work your team completes.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
See your own tasks first, then every project you can open.
Customers book and pay online through your booking page.
- How Booking works: Customers book and pay online through your booking page.
- Connect Stripe: Connect Stripe to take payments online. Stripe handles card payments, checks and payouts to your bank.
- Add a resource: A resource is where a booking takes place. You need at least one before you add products.
- Add a product: A product is what customers book: what it is, how long it lasts, what it costs and where it happens.
- Discount codes: Give customers a code that takes money off their booking.
- Stock items: Sell items alongside bookings, such as T-shirts or extras, and keep track of how many you have.
- Make a checkout: A checkout is the page where customers find your products, book and pay. Each one has its own link to share.
- Tracking bookings with Google Analytics: Send your booking page's visits, checkouts and bookings to your own Google Analytics 4 property, and only to yours.
- Booking settings
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Support is an assistant that answers your customers' questions on your website, any time.
Build a course once and share it with your team, your customers or both. When you update it, everyone sees the change once it's published.
- Creating a course: Build a course once and share it with your team, your customers or both. When you update it, everyone sees the change once it's published.
- Course resources: Attach files, links and videos so learners have everything in one place.
- Adding students: Enrol your own staff or outside learners.
- Reviewing work: Mark answers and submissions for any step that isn't completed automatically.
- Branded portals for your customers: Give a customer their own branded portal, so they can train their own staff on your courses. You keep ownership of the content.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
People
Employees holds one record for each person in your organisation, used across Pair.
- Adding and managing people: Employees holds one record for each person in your organisation, used across Pair.
- Time off: Every leave request in one place.
- Pay records: A record of how each person is paid and when their pay is next reviewed. Every change is kept.
- People reports: Turn your people, time off and qualifications into tables and charts, with no exporting.
- Who can see people and pay: What each person can see in Employees, and in Pay, is set by their access level.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Schedule and manage your workforce across events, shifts and locations, including agency staff.
- Getting started with Staffing: Set these up first, in this order. Every shift depends on them.
- Events and shifts: An event holds all the shifts, staff and activity for one engagement. Every shift belongs to an event, so start here.
- Confirming workers on a shift: Once a shift is published, workers apply in the Pair Staffing app. You confirm them from the shift.
- Working with agencies: Book agency staff onto event shifts alongside your own team. You book the places; the agency names its people in its own portal, and they don't need a Pair…
- Lone worker check-ins: Automatic calls and texts check that people working alone are safe.
- Qualifications and alerts: The Staffing dashboard lists qualifications that have expired or will soon, with the person, category, expiry date and reference number.
- Staffing settings
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Apply runs recruitment from job posting to first day.
Log time against a project or a task, and say what type of work it was. Over time, your work types show where your hours go, so you can report on them and plan better.
- Logging your time: Log time against a project or a task, and say what type of work it was. Over time, your work types show where your hours go, so you can report on them and…
- Your overview: See your time against the plan: this week, this month and the last 13 weeks.
- Team time: See everyone's time for a week: who logged what, on which project, and its billable value.
- Client time report: The hours, retainer position and fees for one client over a period. Use it as the backing sheet for an invoice.
- Work types: The list everyone picks from on the timesheet, so you can see where your hours go.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Book a desk in the office for a day, several days or half a day, for yourself or a guest.
- Booking a desk: Book a desk in the office for a day, several days or half a day, for yourself or a guest.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Growth
Align your team around what matters: set a company goal, break it into milestones, and give each person their part.
- Setting company goals: Align your team around what matters: set a company goal, break it into milestones, and give each person their part.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Resources
Keep equipment safe to use: see which checks are due, inspect, and follow up.
Keep certificates, licences and other documents in one place, and see what's due for renewal before it runs out.
- Getting started with Documents: Keep certificates, licences and other documents in one place, and see what's due for renewal before it runs out.
- Tracking expiry dates
- Templates for signing: Create a document once, and Pair fills in each person's details when you send it.
- Forms: Every app's forms and Form Sets, in one place. A form built for Apply or CRM shows here.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
Record accidents, incidents and near misses, and make sure someone follows each one up.
Know what software and devices your business uses, without asking your IT supplier.
Add-ons
An add-on that keeps your records for the Terrorism (Protection of Premises) Act 2025 in one place.
- Your preparedness record: An add-on that keeps your records for the Terrorism (Protection of Premises) Act 2025 in one place.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
More topics
Pair doesn't have a public API or third-party integrations yet. They're on our roadmap.
- Connecting Pair to other tools: Pair doesn't have a public API or third-party integrations yet. They're on our roadmap.
- Quick answers: Short answers to the questions people ask most, each linking to the guide it comes from.
What's new
What's new in Pair: everything we ship, what we've fixed, and what we're building next.
Contact
Can't find what you need? Email support@pairsoftware.io, or open Pair.
