First Steps

Your First Steps

Work through these tasks to set up your organisation.

1. Choose a transition checklist. Make a copy of the Scheduling checklist if you deliver supports through scheduled shifts. Use the Coordination / Allied Health checklist if you only deliver coordination or allied health services.
2. Complete the Astalty for Business Operators playlist. It covers business details, Charge Items and users.
3. Find your support options. Select Support inside Astalty or email support@astalty.com.au. See Getting Help.
4. Add your business details. Open Business Settings and review your organisation's details. Follow Business Settings for the available fields.
5. 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.