Explore the Astalty video library for video walk throughs and tutorials.
Creating and updating Charge Items
Task Workflow
Tasks and Notes
Creating and updating Services
How to enable Two Factor Authentication
Archiving and restoring Participants
Handling Participants with the same contact details
How to Import Participants
Updating a Participant's Plan Manager
How to store and track Participant Goals
Creating Internal Budgets
Adding a new NDIS Plan
Participant Check-in
Participant Check-in Notifications
Sending Participant Records
Creating and updating Charge Items
Adding Kilometres to a Task
Creating and updating Services
Adding Plan Managed Payments
Generating Invoices
Voiding an invoice
How to fix Unknown Type error
Invoice Reminders
Adding Kilometres to a Task
Task Workflow
Tasks and Notes
Creating and updating Services
Note Template
Note Template Usages
How to Import Participants
Utilisation Notifications
Participant Check-in Notifications
Organisation Tags
Finding deactivated Users
Introduction to Teams
Deleting Services
How to fix Unknown Type error
Creating Records for Multiple Services
How to enable Two Factor Authentication
Creating Internal Budgets
Updating a Service after an plan extension
Updating Funding Management Type Walkthrough
How to store and track Participant Goals
Creating Records for Multiple Services
Participant Records in Action
Participant Records Report
Service Agreements Deep Dive
Sending Participant Records
Signing Multiple Records at Once
How to store and track Participant Goals
How to enable Two Factor Authentication
Restoring an archived Plan manager
Introduction to Teams
Introduction to Teams
Creating Internal Budgets
Note Template
Customising Document Templates
Astalty Premium Overview
Participant Records Report
User Records Report
Participant Document Templates
User Record Notifications
Service Agreements Deep Dive
How to set up User Records
Using Word Document Templates
Calendar - Beta Walkthrough
Creating Internal Budgets
Note Template
Customising Document Templates
Participant Document Templates
Using Word Document Templates
User Records Overview
User Records Report
User Record Notifications
How to set up User Records
Service Agreements Deep Dive
Signing Multiple Records at Once
How to eSign a document
Xero: Mapping Products & Services
Xero: Mapping Products & Services
Unit Price Override
Exports
Adding Plan Managed Payments
How to Import Participants
Utilisation Notifications
Adding Kilometres to a Task
Task Workflow
Tasks and Notes
Creating and updating Services
Organisation Tags
Archiving and restoring Participants
Handling Participants with the same contact details
Creating and updating Charge Items
Generating Invoices
Updating a Participant's Plan Manager
Voiding an invoice
Finding deactivated Users
Deleting Services
How to store and track Participant Goals
How to fix Unknown Type error
Creating Records for Multiple Services
How to enable Two Factor Authentication
Restoring an archived Plan manager
Introduction to Teams
Creating Internal Budgets
Note Template
User Records Overview
Customising Document Templates
Service Agreements Deep Dive
Astalty Premium Overview
Participant Records in Action
Participant Records Report
User Records Report
Participant Document Templates
User Record Notifications
How to set up User Records
Adding a new NDIS Plan
Updating a Service after an plan extension
Xero: Mapping Products & Services
Participant Check-in
Participant Check-in Notifications
Sending Participant Records
Using Word Document Templates
Unit Price Override
Note Template Usages
Affiliate Deep Dive
Referee Program
Calendar - Beta Walkthrough
Sync Xero Payments
Invoice Reminders
Updating Funding Management Type Walkthrough
Astalty Weekly Training 16th July - Ask Me Anything
Astalty Weekly Training 23rd July - Custom Templates
Astalty Weekly Training 9th July - Team Management
Astalty Weekly Training 30th July - Ask Me Anything
Astalty Weekly Training 6th August - Calendar
Astalty Weekly Training 13th August - Ask Me Anything
Astalty Weekly Training 20th August - Note Template, Information Items & Alerts
Astalty Weekly Training 27th August - Ask Me Anything
Astalty Weekly Training 3rd September - Budgets and Implementations
Astalty Weekly Training 10th Sept 24 - Ask Me Anything
Astalty Weekly Training 17th September - Reports
Updating an Astalty Account Owner Video Walkthrough
Astalty Weekly Training 24th September 24 - Ask Me Anything
Astalty Weekly Training 1st October 2024 - Invoicing Process
Astalty Weekly Training 8th October - Ask Me Anything
Astalty Weekly Training 15th October - Notifications
Astalty Weekly Training 22 October - Ask Me Anything
Astalty Weekly Training 5th November - Ask Me Anything
Signing Multiple Records at Once
How to eSign a document
Introduction to Forms and Incidents