# First Steps

Source: https://docs.astalty.com.au/guide/first-steps

> Use the Onboarding Guide to assign setup tasks, record progress and prepare your organisation to use Astalty.

## Your First Steps

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

## Use the Onboarding Guide

Open **Onboarding Guide** in the Side Menu, or go directly to the [Onboarding Guide](https://app.astalty.com.au/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](https://docs.astalty.com.au/guide/getting-help).

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

1. Open a section, then select a task to read its instructions.
2. Use the task's links to open the relevant Astalty screen, guide or training.
3. Complete the work, then return to the task. Add any handover details under **Notes**; your notes save automatically.
4. 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.

### Share the Setup Work (Admins)

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](https://app.astalty.com.au/onboarding-guide) still opens the guide after core setup is complete.

## Setup Checklist

1. **Choose how to track your setup.** Use the Onboarding Guide above. If you prefer a spreadsheet, make a copy of the [Scheduling checklist](https://docs.google.com/spreadsheets/d/1yZIIa-nTOVcrHFh4gfayA-1csqQs1sC1s5QsXHu5oLw/edit?gid=899003734#gid=899003734) for scheduled supports, or the [Coordination / Allied Health checklist](https://docs.google.com/spreadsheets/d/1RyKwFCJUMI-E3qz0rRvk1RGGZnZzs3skdbNt9FJbKEA/edit?gid=2000338484#gid=2000338484) for coordination or allied health services.
2. **Complete the [Astalty for Business Operators playlist](https://docs.astalty.com.au/videos/playlists/astalty-for-business-operators).** 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](https://docs.astalty.com.au/guide/getting-help).
4. **Add your business details.** Open [Business Settings](https://app.astalty.com.au/settings/business) and review your organisation's details. Follow [Business Settings](https://docs.astalty.com.au/guide/settings/business-settings) for the available fields.
5. **Set up Charge Items and Charge Item Sets.** Open [Charge Items](https://app.astalty.com.au/settings/charge-items) and add the items you need for billing and scheduling. See [Charge Items & Sets](https://docs.astalty.com.au/guide/charge-items/overview).