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.


Getting Started


1. How to set up a client and offer services through Capium practice management platform
a Assign Services to Clients

b Add Custom Services


2. Add Accounting/VAT Period (needed for creating Deadlines)


3. Add 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