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

Example bookkeeping

Please click on the + client button

This client will then feature in all modules and My Admin