First Steps

Your first steps

New to Astalty? Work through these recommended onboarding tasks to get your organisation set up and ready to go.

1
Download or make a copy of the Transition ChecklistMake a copy of the checklist that fits your organisation, then begin working through the transition plan. Use the Scheduling checklist if you deliver supports through scheduled shifts, or the Coordination / Allied Health checklist if you only do coordination or allied health.
Scheduling checklist Coordination / Allied Health checklist
2Complete the Astalty for Business Operators playlistCovers entering your business details, setting up charge items, and adding users.Start playlist
3Familiarise yourself with support optionsAccess Support within Astalty or contact support@astalty.com.au whenever you need a hand.Email support
4
Add your business details in SettingsEnter your organisation's core details so Astalty is configured for your business.
Open Business Settings Open guide
5
Add charge items and/or charge item setsSet up the charge items and sets you'll use for scheduling, billing, and reporting.
Open Charge Items Open guide