To Use Epic You Will Need Do the The Following Steps.
1
Register Your You & Your Company
Get Started with Epic Software – Free Registration!
Click this link to registration form
It will take you directly to the free registration form for Epic software. There are no costs involved, and you won’t be locked into any subscriptions.
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2
Onboard Yourself To Credit Card Processor
To use Epic, you’ll need to be approved by the credit card processor to use their system. This approval process typically takes a few days. Please note that Epic’s credit card processing rates are competitive with other vendors.
3
Setup Custom Relation Manager
To set up your Epic account, simply enter your contact information into the CRM. Alternatively, you may be able to import your contacts directly from the Import/Export tab on the main dashboard.
4
Setup Accounting Modules
You’ll need to set up your chart of accounts and report templates. Epic offers pre-built templates that you can customize to fit your specific needs.
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5
Setup Human Relations
If you plan to use Epic’s HR features, you’ll need to set up your workers and complete their profile forms with the desired information.
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