# Funding Period Date Notifications Source: https://docs.astalty.com.au/guide/notifications/funding-period-date-notifications > Alert your team before, on, or after the day a Participant's funding period starts so coordinators can review the budget and resume billing. ## Overview The [Funding Period Date](https://app.astalty.com.au/notifications/funding-period-date) notification alerts your team before, on, or after the day a Participant's [funding period](https://docs.astalty.com.au/guide/participants/ndis-plan/funding-periods) starts - so coordinators get a nudge to review the budget and resume billing at the right time. You create rules that fire relative to the funding period start date, scope them to the Support Categories that matter, choose exactly who is notified, and decide whether recipients hear about it inside Astalty, by email, or both. ![The Funding Period Date Notifications page listing one notification sent On the day the funding period starts for 01 - Assistance with Daily Life, 02 - Transport and one more category, delivered within Astalty and by email, to the Primary Coordinator, Service Coordinator and the Admin and Manager groups.](https://docs.astalty.com.au/assets/funding-period-date-notifications-list.jpg) ## Before you start - Only Admins can manage these notifications. This can't be changed per user. - The rule is anchored to the **funding period start date** on a Participant's plan Services, so it only applies to Participants whose plans have funding periods set up. ## Where to find it 1. From the left-hand menu, select **Notifications**. 2. Under the **Plans & Services** group, select [Funding Period Date](https://app.astalty.com.au/notifications/funding-period-date). ![The Notifications page with numbered markers on Notifications in the main menu, the Plans & Services group heading, and the Funding Period Date row in that group.](https://docs.astalty.com.au/assets/funding-period-date-notification-menu.png) ## Creating the notification On the Funding Period Date Notifications page, click **Create Notification** and complete the form. ![The Create Funding Period Date Notification drawer with an empty Number of days field, Timing set to On the day the funding period starts, a Categories picker and the Notification email content editor.](https://docs.astalty.com.au/assets/funding-period-date-notification-drawer.jpg) ### When would you like to send the notification? Choose when the alert is sent in relation to the funding period start date: - **Before the funding period starts** - enter a **Number of days** to send that many days ahead (for example, `7` sends a week before the funding period begins). - **On the day the funding period starts** - sent on the start date itself. The number of days doesn't apply and is disabled. This is the default. - **After the funding period starts** - enter a **Number of days** to send that many days after the start date. The **Number of days** can be from 1 to 365. ### Which Services do you want this notification to apply to? Select at least one of the **Categories** this notification applies to. The rule is triggered based on the funding period start date for a Service under the selected Support Categories, so you can target only the categories where resuming billing matters (for example, `01 - Assistance with Daily Life` or `03 - Consumables`). ### Notification email content Optionally add content for the body of the email. This appears in the email - beneath the standard heading and message - when **Email** is selected as a delivery method. It's a good place to add a reminder such as "Review the budget and resume billing for this Participant." ### Notification recipients Choose who should receive the notification. You must select at least one recipient. - **Primary Coordinator** - notify the Participant's Primary Coordinator. Ticked by default. - **Service Coordinator** - notify the Service Coordinator of each Service whose funding period triggered the alert. Coordinators of the Participant's other Services aren't included. Ticked by default. - **User Groups** - notify everyone in the selected [User Groups](https://docs.astalty.com.au/guide/settings/users-settings/user-groups). The **All Users** and **Support Worker** groups aren't offered. - **Users** - notify specific users directly. > **Team Member group** > > The **Team Member** User Group covers users with the Team Member role only - Admins and Managers are **not** included. Select the **Admin** and **Manager** groups as well to reach them. Choose recipients carefully to avoid over-notifying your team. ### Notification methods Choose how recipients are notified. You must select at least one method. - **Within Astalty** - recipients are notified inside Astalty. Ticked by default. - **Email** - recipients are notified by email. Ticked by default. Once you're done, click **Add Notification**. ## What recipients receive When a rule fires, recipients get a notification that names the Participant and links to their profile. The email has a **View Participant** button, and the email subject is the heading below. The heading and wording depend on the timing you chose: - **Before** - **Funding Period Starting Soon**: *A funding period for Jane Doe starts in 7 days.* - **On** - **Funding Period Started**: *A new funding period has started for Jane Doe.* - **After** - **Funding Period Started**: *A funding period for Jane Doe started 3 days ago.* The in-app notification uses the Participant's first name. Any content you entered under **Notification email content** appears between the message and the **View Participant** button. ![A Funding Period Starting Soon email saying a funding period for Elena Marchetti starts in 3 days, asking the reader to review the budget and resume billing, with a View Participant button.](https://docs.astalty.com.au/assets/funding-period-date-notification-email-starting-soon.png) ![A Funding Period Started email saying a new funding period has started for Elena Marchetti, asking the reader to review the budget and resume billing, with a View Participant button.](https://docs.astalty.com.au/assets/funding-period-date-notification-email-started.png) ![A Funding Period Started email saying a funding period for Elena Marchetti started 3 days ago, asking the reader to review the budget and resume billing, with a View Participant button.](https://docs.astalty.com.au/assets/funding-period-date-notification-email-started-days-ago.png) ## Managing the notification Use the actions menu on a notification to: - **Edit** - change its timing, categories, recipients, or delivery methods, then click **Update Notification**. - **Clone** - use an existing notification as the starting point for a new one. This is handy when you want the same timing for a different set of categories or recipients. - **Delete** - remove a notification you no longer need. **Delete** is also in the **Edit** view. You can create multiple notifications with different timings - for example, a reminder `7 days before` the funding period starts and another `on the day` it starts. ## Things to keep in mind - The alert is anchored to the **funding period start date**, so it only fires for Participants whose plan Services have funding periods in the selected Support Categories. - Astalty checks once a day at 9am Brisbane time (AEST), so a rule fires on the day it becomes due rather than at a time you choose. - Selected recipients get one notification per Participant per rule per day, even when several of that Participant's Services have a funding period starting that day. - Archived Participants are excluded, and deactivated users are skipped. - To monitor how funds are being spent within a period, pair this with [Utilisation Notifications](https://docs.astalty.com.au/guide/notifications/utilisation-notifications) and [Utilisation Variance Notifications](https://docs.astalty.com.au/guide/notifications/utilisation-variance-notifications).