Astalty Training Module Recommendations

Overview

Astalty currently offers training modules that users can complete to better understand how to use Astalty

The training modules are tailored to different roles within your organisation. Each role has specific modules designed to provide the knowledge needed to use the system effectively.

Role	Training Module	Focus Areas
Team Member	Astalty for New Users	Tasks, participant profiles, case notes, reports.
Manager	Astalty for New Users (+ Astalty Finance if invoicing applies)	Service setup, approvals, staff oversight, invoicing (if relevant)
Admin	Astalty for Business Operators + Astalty Finance + Astalty Templates + Astalty Forms, Incidents, and Referrals	User management, approvals, invoicing, Template creation, and Incident and Referral management.

Course Link and Outlines

Astalty for Business Owners

This short course helps you set up the software without hassle. It will ensure you enter your business details, set up charge items, and add users.

https://learn.astalty.com.au/courses/astalty-for-business-operators

Astalty for New Users

Everything you need to know when it comes to using the platforms. From adding tasks, case notes and billable time. This course is great for all new users

https://learn.astalty.com.au/courses/astalty-for-new-users

Astalty Finance

Ensure your first invoice run goes by without a hitch, have your invoices reconciled correctly and edit any invoices if necessary. This course will guide you through the invoice process!

https://learn.astalty.com.au/courses/astalty-finance

Astalty Templates

This course will help you set up all template needs within your Astalty account. It also goes through the process of Template generation.

https://learn.astalty.com.au/courses/templates

Astalty Forms, Incidents, and Referrals

We have a module that outlines the Astalty Forms, Incidents, and Referrals functionality in detail. You can access this module through the link here;

https://learn.astalty.com.au/courses/astalty-forms-incidents-and-referrals