> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wenite.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with Wenite: your P&O consultant setup guide

> Set up your Wenite account, configure your practice profile, add your first client, and launch your first data collection in a single session.

Getting up and running with Wenite is straightforward. Within a single session you can have your practice profile configured, your first client added, and your first scan ready to send. This guide walks you through every step from requesting access to reviewing your first results in the client dossier.

<Note>
  Wenite is purpose-built for P\&O consultants. You do not need to start from zero — you can import instruments and surveys you already use in your practice and have them live inside Wenite immediately.
</Note>

## Steps to get started

<Steps>
  <Step title="Request access">
    Wenite is available by invitation. Visit the [contact page](https://www.wenite.io/contact) to book a discovery call with the Wenite team. During the call you will walk through your practice, your current workflow, and how Wenite can fit in. Access is granted after the discovery call.
  </Step>

  <Step title="Set up your account and practice profile">
    Once you receive your invitation, log in and complete your practice profile. Add your practice name, logo, and contact details. This information appears on client-facing reports and your shared client portal, so take a few minutes to make it accurate and professional.
  </Step>

  <Step title="Add your first client">
    Navigate to the **Cockpit** and select **Add client**. Fill in the client organisation's name and any relevant details. Wenite immediately creates a dedicated client dossier — an isolated workspace that will hold every survey, report, follow-up, and note related to this organisation.
  </Step>

  <Step title="Import or build your first scan">
    Open your client's dossier and go to the **Instruments** section. You have two options:

    * **Import** an existing questionnaire or survey you already use in your practice.
    * **Build a new scan** using Wenite's instrument builder, where you can add questions, set response scales, and configure logic.

    Either way, your instrument is now stored in Wenite and ready to reuse across future clients.
  </Step>

  <Step title="Run your first data collection">
    With your scan ready, launch a data collection round. Enter the email addresses of the employees you want to invite, set a deadline, and send. Wenite handles the invitations, reminders, and response collection automatically. You can monitor response rates in real time from the client dossier.
  </Step>

  <Step title="Review results in your client dossier">
    Once responses are in, open the dossier to explore the results. Smart dashboards aggregate the data automatically. From here you can generate a report, add your own analysis and recommendations, and decide which parts of the dossier to share with your client contact through the client portal.
  </Step>
</Steps>

<Tip>
  Open the **Cockpit** from day one — even with a single client. The Cockpit is designed to give you a live portfolio overview, so as you add more clients the value compounds. Getting into the habit of working from the Cockpit early makes scaling your practice much smoother.
</Tip>

## What to explore next

<CardGroup cols={3}>
  <Card title="Platform Overview" icon="map" href="/platform-overview">
    Understand the core concepts — dossiers, cockpit, scans, trajectories, and benchmarks — and how they fit together.
  </Card>

  <Card title="Cockpit" icon="layout-dashboard" href="/features/cockpit">
    Learn how to use the Cockpit to manage your full client portfolio from a single view.
  </Card>

  <Card title="Onboarding a Client" icon="user-plus" href="/guides/onboarding-a-client">
    A step-by-step guide to setting up a new client engagement end-to-end in Wenite.
  </Card>
</CardGroup>