Astalty video library

Explore the Astalty video library for video walk throughs and tutorials.

Getting Started

Creating and updating Charge Items

Learn how to create and update Charge Items in this video.
Task Workflow

Follow along as we outline how to make the most of Astalty's Tasks.
Tasks and Notes

Learn how Tasks and Notes work in Astalty and how to get the most out of them.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA

Invoicing

Creating and updating Charge Items

Learn how to create and update Charge Items in this video.
Adding Kilometres to a Task

Kilometres must be added from within the Finance tab in a Task - follow along as we show you how.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
How to fix Unknown Type error

Sometimes you may be faced with an Unknown Type error when processing and Invoice Batch. Watch this video to learn how to fix it.
Showing Names and Registration Numbers on Invoices

Learn how to show your staff members' names and registration numbers on invoices.
Adding Plan Managed Payments

Learn how to make Plan Managed invoices as paid.
Generating Invoices

Learn just how easy invoicing with Astalty is in this video.
Voiding an invoice

Making changes to an invoice is simple - but the first step is learn how to void an invoice.
Invoice Reminders

Tasks & Notes

Adding Kilometres to a Task

Kilometres must be added from within the Finance tab in a Task - follow along as we show you how.
Task Workflow

Follow along as we outline how to make the most of Astalty's Tasks.
Tasks and Notes

Learn how Tasks and Notes work in Astalty and how to get the most out of them.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
Note Template Usages

Note Templates can be used in several places - setting the Usages allows you to dictate where they can be used.
Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!

Users

Finding deactivated Users

Sometimes you may need to reactivate or update deactivated users - this video will show you how.
Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.

Services

How to fix Unknown Type error

Sometimes you may be faced with an Unknown Type error when processing and Invoice Batch. Watch this video to learn how to fix it.
Creating Records for Multiple Services

Learn how to set up Participant Records to ensure you are tracking them for multiple services effectively.
Deleting Services

Sometimes you need to delete a Service - this video walks you through the process.
How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Updating a Service after an plan extension
Updating Funding Management Type Walkthrough
Funding Periods

Watch along as James explores the new Funding Periods functionality within Astalty.

Participants

How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.
Adding a new NDIS Plan

You can add a new NDIS plan in Astalty without deleting the current plan. Watch this video to learn more.
Participant Check-in Notifications

Learn how to setup Participant Check-in Notifications.
Sending Participant Records

Learn how to send documents from Astalty to other recipients such as the Plan Manager.
How to Import Participants

Importing participants to Astalty is easy - watch this video to learn more.
Archiving and restoring Participants

Struggling to find a Participant you have archived? Watch this video to learn how to find and restore them.
Handling Participants with the same contact details

Do 2 or more of your Participants share the same Primary Contact? Learn how to handle this in this video.
Updating a Participant's Plan Manager

Sometimes a Participant changes their Plan Manager - this video shows you how to update this in Astalty.
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Participant Check-in

Participant Records

How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.
Creating Records for Multiple Services

Learn how to set up Participant Records to ensure you are tracking them for multiple services effectively.
Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
Sending Participant Records

Learn how to send documents from Astalty to other recipients such as the Plan Manager.
Signing Multiple Records at Once

Learn how to send multiple records for signing at once
Participant Records in Action
Participant Records Report

If you need to find Participant Records that are expiring or missing, you can learn how to use the Participant Records report in this video.

Goals

How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.

Plan Managers

Restoring an archived Plan manager

Need to restore a Plan Manager that has been archived? Watch along here to learn how.

Teams

Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.

Premium

Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.
Customising Document Templates

Learn how to customise Document Templates for generating Service agreements and other documents.
Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!
Participant Records Report

If you need to find Participant Records that are expiring or missing, you can learn how to use the Participant Records report in this video.
User Records Report

Watch this video to learn how to find User Records that require verification or are expiring soon.
Participant Document Templates

You can use Participant Document templates in Astalty to generate pre-filled NDIS templates or use your own custom templates.
Using Word Document Templates

Learn how to use Word documents as your custom document templates
Calendar - Beta Walkthrough

Walkthrough of the Calendar Beta
User Record Notifications

Watch this video to learn how to notify certain team members when a record is expiring or verification is required.
How to set up User Records

Learn how to set up User Records to track your team's documentation.

Document Templates

Customising Document Templates

Learn how to customise Document Templates for generating Service agreements and other documents.
Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!
Participant Document Templates

You can use Participant Document templates in Astalty to generate pre-filled NDIS templates or use your own custom templates.
Using Word Document Templates

Learn how to use Word documents as your custom document templates

eSignatures

Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
Signing Multiple Records at Once

Learn how to send multiple records for signing at once
How to eSign a document

Notifications

Participant Check-in Notifications

Learn how to setup Participant Check-in Notifications.
Utilisation Notifications

Get real time notifications when spending has hit certain limits.

Charge Items

Unit Price Override

Learn how to do unit price overrides.
Xero: Mapping Products & Services

This video outlines how to link your Xero Products & Services to Astalty's Charge Items

Referrals

Introduction to Referrals

Learn how to manage Referrals directly in Astalty.

Imports

How to Import Participants

Importing participants to Astalty is easy - watch this video to learn more.

Organisations

Organisation Tags

Keeping track of Organisations is made easier by using Organisation Tags - watch along to learn how.

Settings

How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA

Budgets

Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.

User Records

User Records Overview

An overview of the User Records functionality within Astalty.
User Records Report

Watch this video to learn how to find User Records that require verification or are expiring soon.
User Record Notifications

Watch this video to learn how to notify certain team members when a record is expiring or verification is required.
How to set up User Records

Learn how to set up User Records to track your team's documentation.

Xero

Xero: Mapping Products & Services

This video outlines how to link your Xero Products & Services to Astalty's Charge Items

Exports

How to filter the Participant export by Tag

All Videos

Adding Plan Managed Payments

Learn how to make Plan Managed invoices as paid.
How to Import Participants

Importing participants to Astalty is easy - watch this video to learn more.
Utilisation Notifications

Get real time notifications when spending has hit certain limits.
Adding Kilometres to a Task

Kilometres must be added from within the Finance tab in a Task - follow along as we show you how.
Task Workflow

Follow along as we outline how to make the most of Astalty's Tasks.
Tasks and Notes

Learn how Tasks and Notes work in Astalty and how to get the most out of them.
Creating and updating Services

Managing Services for your Participants is vital to ensuring a smooth invoicing experience. Learn everything you need to know in this video.
Organisation Tags

Keeping track of Organisations is made easier by using Organisation Tags - watch along to learn how.
Creating and updating Charge Items

Learn how to create and update Charge Items in this video.
Archiving and restoring Participants

Struggling to find a Participant you have archived? Watch this video to learn how to find and restore them.
Handling Participants with the same contact details

Do 2 or more of your Participants share the same Primary Contact? Learn how to handle this in this video.
Generating Invoices

Learn just how easy invoicing with Astalty is in this video.
Updating a Participant's Plan Manager

Sometimes a Participant changes their Plan Manager - this video shows you how to update this in Astalty.
Voiding an invoice

Making changes to an invoice is simple - but the first step is learn how to void an invoice.
Finding deactivated Users

Sometimes you may need to reactivate or update deactivated users - this video will show you how.
Deleting Services

Sometimes you need to delete a Service - this video walks you through the process.
How to store and track Participant Goals

Follow along as we walk through the Participant Goals functionality of Astalty.
How to fix Unknown Type error

Sometimes you may be faced with an Unknown Type error when processing and Invoice Batch. Watch this video to learn how to fix it.
Creating Records for Multiple Services

Learn how to set up Participant Records to ensure you are tracking them for multiple services effectively.
How to enable Two Factor Authentication

Increase your account security immediately by learning how to enable 2FA
Restoring an archived Plan manager

Need to restore a Plan Manager that has been archived? Watch along here to learn how.
Introduction to Teams

Learn how to create Teams in Astalty and add Team filters to your reports and dashboards.
Creating Internal Budgets

Need to calculate the cost of supports for a service you will be delivering? Watch along to learn how.
Note Template

Have you seen our new Note Template feature for Astalty Premium? Have a look at this video!
Customising Document Templates

Learn how to customise Document Templates for generating Service agreements and other documents.
Service Agreements Deep Dive

Join us as we take a deep dive into generating and sending Service Agreements to be signed.
User Records Overview

An overview of the User Records functionality within Astalty.
Participant Records in Action
Participant Records Report

If you need to find Participant Records that are expiring or missing, you can learn how to use the Participant Records report in this video.
User Records Report

Watch this video to learn how to find User Records that require verification or are expiring soon.
Participant Document Templates

You can use Participant Document templates in Astalty to generate pre-filled NDIS templates or use your own custom templates.
User Record Notifications

Watch this video to learn how to notify certain team members when a record is expiring or verification is required.
How to set up User Records

Learn how to set up User Records to track your team's documentation.
Adding a new NDIS Plan

You can add a new NDIS plan in Astalty without deleting the current plan. Watch this video to learn more.
Updating a Service after an plan extension
Xero: Mapping Products & Services

This video outlines how to link your Xero Products & Services to Astalty's Charge Items
Participant Check-in
Participant Check-in Notifications

Learn how to setup Participant Check-in Notifications.
Sending Participant Records

Learn how to send documents from Astalty to other recipients such as the Plan Manager.
Using Word Document Templates

Learn how to use Word documents as your custom document templates
Unit Price Override

Learn how to do unit price overrides.
Note Template Usages

Note Templates can be used in several places - setting the Usages allows you to dictate where they can be used.
Affiliate Deep Dive
Referee Program
Calendar - Beta Walkthrough

Walkthrough of the Calendar Beta
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
Astalty Weekly Training 24th September 24 - Ask Me Anything
Updating an Astalty Account Owner Video Walkthrough
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

Learn how to send multiple records for signing at once
How to eSign a document
Introduction to Forms and Incidents
Showing Names and Registration Numbers on Invoices

Learn how to show your staff members' names and registration numbers on invoices.
Astalty Weekly Training 14th January 2025 - Forms and Incidents
Astalty Weekly Training 21st January 2025 - Ask Me Anything
Introduction to Referrals

Learn how to manage Referrals directly in Astalty.
Astalty Weekly Training Session 4th February - Ask Me Anything
Astalty Weekly Training 11th February 2025 - eSignature Workflow
Astalty Weekly Training Session 18th February 2025 - Ask Me Anything
Astalty Weekly Training 26th Feb 2025 - Team Notification and New Invoice Details
Astalty Weekly Training Session 4th March 2025 - Ask Me Anything
Astalty Weekly Training - Referrals Functionality
Astalty Weekly Training Session 18th March 2025 - Ask Me Anything
Importing Invoices to Quickbooks
Astalty Weekly Training 25th March 2025 - Staff Payments
Astalty Weekly Training 1st April 2025 - Ask Me Anything
Astalty Weekly Training 8th April 2025 - Onboarding Workflow
Astalty Weekly Training 15th April 2025 - Ask Me Anything
Astalty Weekly Training 22nd April 2025 - Ask Me Anything
Astalty Weekly Training 29th April 2025 - Staff Management
Astalty Weekly Training 6th May 2025 - Ask Me Anything
Astalty Weekly Training 20th May 2025 - Invoicing Process
Funding Periods

Watch along as James explores the new Funding Periods functionality within Astalty.
Astalty Weekly Training 27th May 2025 - Ask Me Anything
Astalty Weekly Training 3rd June 2025 - NDIS Plans
Astalty Weekly Training 10th June 2025 - Ask Me Anything
How to filter the Participant export by Tag
Astalty Weekly Training 17th June 2025 - Ask Me Anything