Getting Started
Core Concepts
- Understanding Tasks
- Charge Items & Services
Dashboard
- Dashboard
Scheduling
Tasks
Calendar
Participants
Forms
Incidents
Referrals
- Referrals
- Referral Follow Up
eSignatures
Reports
- Participants
- Team
- Finance
- Tasks
  - Tasks Report
  - Tasks Without Notes Report
- Scheduling
Directory
Resources
- Overview
- Creating Resources
Finance
- Invoice Batches
- Invoices
  - Voiding Invoices
- Payments
- Staff Payments
- Direct Charges
- NDIA Managed Participants - Invoicing Brokerage Process
- Adding a Users Name and Registration Number to Invoices
- Importing Invoices to Quickbooks
Notifications
- Notification Overview Walkthrough
- Plans & Services
- Participants
- Team
- Scheduling
  - Recurring Shifts Ending Soon Notification
  - Availability Request Notifications
Exports
- Exports Overview Video
- Participants
  - Participants
  - Notes
  - Contacts
  - Utilisation
  - Goals
  - Plans
  - Information Items
  - Documents
- Finance
- Forms
  - Form Submissions Export
- Tasks
  - Tasks
- Users
  - Users
- Directory
- Other
  - Signature Request Export
Users
Settings
Billing
Integrations
- Xero Integration
API
- API Overview
- How to Set Up an API Key
Affiliates & Referrals
- Referee Program
- Affiliates
Other
- Astalty For Chrome - Extension
- Weekly Training Session - Link to Book Attendance

Guide Training Videos Changelog Log in

Getting Started
Core Concepts
- Understanding Tasks
- Charge Items & Services
Dashboard
- Dashboard
Scheduling
Tasks
Calendar
Participants
Forms
Incidents
Referrals
- Referrals
- Referral Follow Up
eSignatures
Reports
- Participants
- Team
- Finance
- Tasks
  - Tasks Report
  - Tasks Without Notes Report
- Scheduling
Directory
Resources
- Overview
- Creating Resources
Finance
- Invoice Batches
- Invoices
  - Voiding Invoices
- Payments
- Staff Payments
- Direct Charges
- NDIA Managed Participants - Invoicing Brokerage Process
- Adding a Users Name and Registration Number to Invoices
- Importing Invoices to Quickbooks
Notifications
- Notification Overview Walkthrough
- Plans & Services
- Participants
- Team
- Scheduling
  - Recurring Shifts Ending Soon Notification
  - Availability Request Notifications
Exports
- Exports Overview Video
- Participants
  - Participants
  - Notes
  - Contacts
  - Utilisation
  - Goals
  - Plans
  - Information Items
  - Documents
- Finance
- Forms
  - Form Submissions Export
- Tasks
  - Tasks
- Users
  - Users
- Directory
- Other
  - Signature Request Export
Users
Settings
Billing
Integrations
- Xero Integration
API
- API Overview
- How to Set Up an API Key
Affiliates & Referrals
- Referee Program
- Affiliates
Other
- Astalty For Chrome - Extension
- Weekly Training Session - Link to Book Attendance

Roles & Permissions

User Roles and Permissions for Administrators, Managers and Team Members

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