Navigation - My Admin 4 >> My Firm >> Clients >> New Clients' button
Refer to the link
Click here to find out how to import clients using CSV
Clients can be imported directly into Capium through My Admin, and upon a successful import, your clients will automatically reflect across all modules including Practice Management.
Head to My Admin by following the navigation above and click on Clients page. You will then see 3 buttons at the top of that page: 'Import Clients', 'Bridging' & 'New Client'.
Once you click New Client the following form will appear
Please enter the details where needed
The areas with a * are mandatory
Once, filled out please click save.
The client will then feature in all of the modules.
You can also add a client in a module
Please click on the + client button
This client will then feature in all modules and My Admin