Astalty Weekly Training Session 4th March 2025 - Ask Me Anything

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

Showing 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

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 - 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