This Article has been created to provide new Capium users with a guide on how best to start using Capium.
Each section of this guide is comprised of articles and a videos covering the step-by-step processes to setting Practice Practice Management.
1. How to set up a client and offer services through Capium practice management platform
a Assign Services to Clients
2. Add Accounting/VAT Period (needed for creating Deadlines)
4. Add Tasks
5. How to set up custom templates for Letters of Engagement/Proposals
6. Send Engagement/Proposal Letters to Existing Clients
7. Send Engagement/Proposal Letters to Prospects