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Videos Astalty Weekly Training 27th January 2025 - January Changelog Recap

Astalty Weekly Training 27th January 2025 - January Changelog Recap

Astalty Weekly Training 27th January 2025 - January Changelog Recap

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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
Creating and updating Charge Items
Archiving and restoring Participants
Handling Participants with the same contact details
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
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
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Signing Multiple Records at Once
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Introduction to Forms and Incidents
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Astalty Weekly Training 14th January 2025 - Forms and Incidents
Introduction to Referrals
Astalty Weekly Training 11th February 2025 - eSignature Workflow
Astalty Weekly Training 26th Feb 2025 - Team Notification and New Invoice Details
Astalty Weekly Training - Referrals Functionality
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
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
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Astalty Weekly Training 24th June 2025 - Ask Me Anything
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Required Records for User Groups
Introduction to risks
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Astalty Weekly Training 26th August 2025 - August Changelog Recap
Updating Roles and Permissions Walkthrough
Notifications Overview
Export Overview
Forms, Incidents, and Referrals
Note Template Creation Process and Guide
Manual Invoice Payment Process
Service Agreement Workflow
Task Workflow In Astalty
Quick Action Menu
Astalty Weekly Training 9th September - Team Management
Inviting a Support Worker
Support Work Case Note Templates
Public Holiday Settings
Adding a Direct (1:1) Support
Group Activities Overview
How to Add a Shift (Internal or Non‑support)
Published & Unpublished Shifts
Shift Cancellations
Recurring Shifts
Adding Travel to a Direct Support
Group Travel Configuration
Video Overview of Cancellation Reasons
Unassigned Supports Overview
How to Unassign Shifts
Creating an Activity Overview
Direct Charges
Shift Approvals
Support Worker Application Overview
Participant Details (Support Worker App)
Clocking in and out (Support Worker App)
Scheduling Settings Overview
Services in Astalty Overview
Travel During (Support Worker App)
Travel To & From (Support Worker App)
Availability in the Support Worker App
Case Noting in the App (Support Workers)
Availability Notifications
Shift Clashes Report
Active Overnight
Travel in Company Vehicles
How to Charge for Respite in Astalty
How to Schedule a Sleepover Support
Scheduling Office Staff to Supports
Note Templates, Information Items & Alerts
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Budgets & Implementations
Requesting an eSignature
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User Templates
Clocking In and Out of Breaks in the App
Waitlist
Astalty Weekly Training 13th January 2026 - Ask Me Anything
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Xero Pay Items
Using Multiple Line Items on Support
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Supported Independent Living & Assistance with Self Care
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