Complete Beginners Guide - Practice Management
Modified on: Mon, 26 Oct, 2020 at 1:22 PM
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
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
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.