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