First Steps

Your First Steps

Use Astalty's Onboarding Guide to organise your setup work, then follow the checklist below for the main tasks to complete.

Open Onboarding Guide in the Side Menu, or go directly to the Onboarding Guide. It brings together setup tasks, relevant settings, training and guide links. New accounts receive a guide automatically; if your existing account does not have one, contact Astalty Support.

Admins manage the guide; Managers and Team Members can add notes to or complete their assigned tasks. Assigning a setup task does not grant access to the settings needed to do it, so check that the person can complete the work.

Work Through a Task

Open a section, then select a task to read its instructions.
Use the task's links to open the relevant Astalty screen, guide or training.
Complete the work, then return to the task. Add any handover details under Notes; your notes save automatically.
Select Mark as complete. Use Mark as incomplete if you need to reopen it.

Marking a task complete records your progress. It does not perform the setup work for you. Use Show completed if a finished task is hidden.

Select Assign beside a task, search for a team member and choose them. You can assign active or invited standard users. The person receives an email and an in-app notification when someone else assigns them a task.

Select their initials to change the assignment or choose Unassign. Use Assigned to you to narrow the full guide to your own tasks.

Skip Work That Does Not Apply (Admins)

Open a task and select Not relevant to exclude it from progress totals. For a section that supports skipping, select Mark as not needed. Select Mark as relevant to restore it later.

In Custom tasks, select Add a task, enter a title and select Add to track extra setup work. Open a custom task to assign it, add notes or remove it with Remove task.

Understand Your Progress

Core setup counts the core tasks that have not been marked irrelevant. Optional tasks are tracked separately, and custom tasks do not increase the core total. While core setup is incomplete, the Side Menu shortcut appears for Admins and users with assigned tasks. The direct link still opens the guide after core setup is complete.

Setup Checklist

Choose how to track your setup. Use the Onboarding Guide above. If you prefer a spreadsheet, make a copy of the Scheduling checklist for scheduled supports, or the Coordination / Allied Health checklist for coordination or allied health services.
Complete the Astalty for Business Operators playlist. It covers business details, Charge Items and users.
Find your support options. Select Support inside Astalty or email support@astalty.com.au. See Getting Help.
Add your business details. Open Business Settings and review your organisation's details. Follow Business Settings for the available fields.
Set up Charge Items and Charge Item Sets. Open Charge Items and add the items you need for billing and scheduling. See Charge Items & Sets.