Guides
Our features section covers what Sodium does — these 10 guides cover how to do it. If there's something you'd like a guide on, tell us and we'll write it.
Switching to Sodium
3 guidesPlenty of practices arrive here from something else, so these guides walk through getting your data across — what to export, how it maps over, and the quirks of each platform's export worth knowing before you start. More are on the way; tell us which one you need.
“I've tried other practice management solutions but find they're always heavy work to get them set up - but yours feels a breeze!” — Anne Sievewright, charlesblack.co.uk
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, services, and tasks into Sodium.
Migrating from Pixie
A step-by-step guide to exporting your data from Pixie, importing your clients and their contacts, and setting up your services in Sodium.
Getting set up
5 guidesThe parts most practices configure first, plus the concepts behind them — so the settings make sense rather than being guesswork.
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.
Setting Up Kanban Boards
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.
Going further
2 guidesPast the defaults, once the basics are running and you want Sodium shaped around how your practice actually works.
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.
Looking for something that isn't here? The feature pages go into detail on every part of Sodium, and the API documentation covers the developer side. If neither answers it, get in touch — guide requests are how most of these got written.