video1.0<iframe src="https://www.loom.com/embed/0e2f21658f844b1f983ff323ea8fd3c1" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0e2f21658f844b1f983ff323ea8fd3c1-1692371860549.gif311In this video, I will be presenting a quick guide to the practice management module. I'll show you how to set up essential services for your clients when you subscribe with KPM. We'll navigate to the settings area within the practice management module and explore default services and how to add custom services. I'll also demonstrate how to configure steps, reminders, and assign services to clients. Additionally, I'll guide you through creating accounting periods, setting deadlines, and creating tasks. Get ready to optimize your practice management with these easy steps!