Guides
Our features section covers all the amazing things Sodium can do — these guides are focused on the practical side of how to do them. We'll be adding more regularly, so if there's something specific you'd like a guide on, get in touch.
Migrating from Engager
A step-by-step guide to exporting your data from Engager and importing your clients, contacts, and services into Sodium.
Migrating from Bright Manager
A step-by-step guide to exporting your data from Bright Manager and importing your clients, contacts, and services into Sodium.
Understanding Tasks, Recurring Tasks and Workflows
A conceptual guide to how Tasks, Recurring Tasks and Workflows fit together — what each one is, when to use which, and how they automate the repetitive work in your practice.
Setting Up Client Billing
A step-by-step guide to enabling recurring client billing — from connecting your accounting platform to generating your first invoices automatically.
Service Stages
How to define service stages, assign them to clients, automate transitions through workflows, and visualise progress on kanban boards.
Updating Services in Bulk via CSV
How to assign, update, and price client services in bulk using a CSV file — download a template, fill it in, preview changes, and import.
Tracking and Billing Time
A step-by-step guide to time tracking — enabling it, setting hourly rates, logging entries, automatic timers, and billing time to clients.
Customising Documents and Emails
Go beyond inserting fields: format dates and currency, show or hide content with conditions, and add your logo and buttons.
Customising Workflow on a Per-Client Basis
Tailor one shared workflow to each client with custom fields and tokens — pull in per-client details, show software-specific sections, and turn whole steps on or off.