Transitioning To Astalty

Welcome to Astalty!

We’re here to make your transition to Astalty as smooth and stress-free as possible. The following is a suggested guide to help you get started—it’s flexible, so feel free to tailor it to your organisation’s needs. That said, we do recommend following a structure similar to the one outlined below to ensure a seamless onboarding experience.

Creating an account

Make sure you’ve created your account here: https://app.astalty.com.au/register.

If you’d like to extend your trial, please reach out to your Account Manager, and they’ll organise that for you.

Data Migration

Start by identifying the data you’d like to migrate into Astalty. The process can be streamlined using a set of import spreadsheets provided by Astalty to make onboarding easier. These imports cover the following data types:

• Users
• Plan Managers
• Participants
• Case Notes
• Documents
• Contacts

You can access all import guides here: Imports Overview

Get in touch with your current software provider as early as possible—some providers can take weeks to supply the data you’ll need.

Data transformation

Onboarding and Training

Your Account Manager will oversee your onboarding and training process.

If you have any questions about your onboarding or training, email us at support@astalty.com.au.

Astalty Learning Portal

You can also access our self-paced training modules here: Astalty Learning Portal.

Inside, you will find the following modules;

Astalty Training Suite

A complete collection of Astalty training modules that guide users through the product and help you get the most out of the software. - Access here.

Astalty for Business Operators

Helps you set up the software without hassle. Covers entering business details, setting up charge items, and adding users. - Access here.

We strongly recommend that business owners or senior managers responsible for implementing Astalty complete this course to ensure a smooth and successful setup.

Scheduling with Astalty

Learn how to navigate Scheduling in Astalty. This course provides a clear overview of setting up, managing, and tracking schedules, giving you the confidence to streamline services and support within your organisation. - Access here.

SIL Scheduling & Sites Best Practices

Master SIL rostering and Sites management in Astalty. From mixed ratios and sleep interruptions to site records and document management — this course covers the fundamentals you need to run your SIL houses with Astalty. - Access here.

Astalty for Support Workers

Provides a high-level overview of the Support Worker app, guiding you through its key features and functionality to help you stay organised, manage shifts, complete notes, and access participant information. - Access here.

Astalty Finance

Guides you through your first invoice run, reconciling invoices correctly, and editing invoices as needed. - Access here.

Astalty for New Users

Covers general use of Astalty, creating billable tasks, setting up Participant profiles, generating reports, and more. Great for Support Coordinators, Team Leaders, Allied Health Professionals, or those in office-based roles who will primarily use the Task Board. - Access here.

Go-Live & Rollout

Once training and data migration are complete, you can choose how to roll out Astalty across your organisation. Some teams prefer to go live with the entire team at once, while others start with a small group to pilot the system, monitor progress, and address any issues before expanding.

Select the rollout strategy that best suits your team and minimises risk. Once you're confident everything is in place, you can begin inviting users to the platform using the steps found here.

Invoicing & Billing

Once your trial has ended, you will receive an automatic invoice from Stripe on behalf of Astalty. Astalty only offers payment via your nominated card, which can be managed here.

For more billing information, please visit the following link.

Ongoing Support

If anything goes wrong, we’re here to help:

• Tech help – Email the support team at support@astalty.com.au, or
• Use the support button within Astalty for direct assistance.

Thank You

Thanks for choosing Astalty — we’re excited to support your growth every step of the way!