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.
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.
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.