Guides
Our features section covers what Sodium does — these guides cover how to do it, in writing and on video. If there's something you'd like a guide on, tell us and we'll write it.
Switching to Sodium
4 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.
Migrating from QuickBooks Practice Manager
A step-by-step guide to exporting your data from QuickBooks Practice Manager, importing your clients and their contacts, and setting up your services in Sodium.
Getting set up
6 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.
Sending Documents for Digital Signature
A step-by-step guide to connecting FuseSign and sending a PDF for e-signature from Sodium — choosing a signing mode, tracking progress, and what happens when the client signs.
Setting Up Email
A step-by-step guide to connecting Microsoft 365 or Google Workspace — the practice default versus personal mailboxes, receiving, who can read what, signatures, and who each automated email comes from.
Tracking time
3 guidesTime tracking is three separate jobs — recording the hours, charging clients for them, and paying the people who worked them. One guide each, in the order most practices switch them on.
Tracking and Billing Time
A step-by-step guide to logging time — enabling it, recording entries, the calendar view, automatic timers — and turning unbilled hours into billing line items, by the hour or by the fee, with write-offs for the rest.
Setting Charge-out and Cost Rates
How to set what your team's time is charged at and what it costs you, per person and per type of work, change a rate, update time already logged, and choose who sees cost rates.
Paying Your Team for Tracked Time
How to pay contractors and hourly staff for the time they log — flagging who gets paid, approving time, recording pay runs, and checking the cost against what the work is worth.
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.
Video guides
More on our YouTube channel →Walkthroughs of Sodium recorded in the product, for anyone who would rather watch than read. These are a few of them — the YouTube channel has the rest, including recordings of our live sessions.
Getting started in Sodium · Watch on YouTube
A walk through Sodium from a standing start — clients and contacts, your service catalogue, workflows and tasks, and where each part of the practice lives.
Services, Packages and Pricing · Watch on YouTube
How one service connects the whole client journey: fixed, hourly and per-unit pricing, revenue ranges, setup fees and pricing factors, then on into proposals, engagement letters and billing.
Live run through of Sodium · Watch on YouTube
The full platform end to end, recorded live and unscripted with questions from attendees — services and pricing, proposals, workflows, tasks, reporting, the client portal and AI.
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. There are more videos than the three above on our YouTube channel. If none of those answer it, get in touch — guide requests are how most of these got written.