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
- Rostering
Directory
Resources
- Overview
- Creating Resources
Finance
- Invoice Batches
- Invoices
  - Voiding Invoices
- Payments
- Staff Payments
- 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
- Finance
- Forms
  - Form Submissions Export
- Tasks
  - Tasks
- Users
  - Users
- Directory
- Other
  - Signature Request Export
Users
Settings
Billing
Integrations
- Xero Integration
API
- 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

September Changelog Recap 1st October 2025
Note Templates, Information Items & Alerts 23rd September 2025
Ask Me Anything 17th September 2025
Team Management 10th September 2025
Ask Me Anything 2nd September 2025
August Changelog Recap 26th August 2025
Forms 13th August 2025
Risks 30th July 2025
Calendar 16th July 2025
Custom Template Walkthrough 2nd July 2025
NDIS Plans 4th June 2025
Invoicing Process and Common Invoice Errors 20th May 2025
Staff Management 30th April 2025
Onboarding Workflow 8th April 2025
Staff Payments 26th March 2025
Referrals Functionality 12th March 2025
Team Notification and New Invoice Details 26th February 2025
eSignature Workflow 12th February 2025
Forms and Incidents 14th January 2025
Notifications 15th October 2024
Invoicing Process 2nd October 2024
Reports 17th September 2024
Budgets and Implementations 3rd September 2024
Note Template, Information Items & Alerts 20th August 2024
Calendar 6th August 2024
Custom Templates 23rd July 2024
Team Management 9th July 2024

Referrals Functionality

Training Session Recording

See the referral user guide articles below;

Referrals
Referral Follow Up

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