Guides
Practical setup and workflow guides.
Use these guides to set up BondiByte in the right order, understand key fields, avoid common mistakes, and prepare future SaaS tooltip deep links.
Start here
Recommended first-time setup path
Follow this order before inviting wider teams or relying on automation-heavy workflows.
- Complete organisation settings.
- Set roles and access before inviting users.
- Create sites, then add staff and clients.
- Add service agreements, billing context, and documents.
- Build the base roster before enabling Smart Rostering.
- Review Staff Portal, timesheets, invoicing, Audit Centre, capacity controls, and notifications.
Guide categories
Find the setup area you need.
Each category links to deep setup and workflow guides rather than leaving important pages hidden inside body copy.
Getting Started
Core Setup
Organisation Settings
Set up provider identity, branding, roster defaults, email readiness, payment details, and capacity awareness.
/guides/staffStaff
Set up staff profiles, account links, UPN/contact details, capabilities, site links, availability, documents, and Staff Portal readiness.
/guides/clientsClients
Set up client profiles, NDIS number, contacts, representatives, emergency contacts, plan management, linked site, and billing context.
/guides/sitesSites
Understand sites, accommodation areas, logical standalone client sites, staffing rules, staff links, and rostering relationships.
Rostering and Smart Rostering
Rostering
Create roster periods, shifts, recurring shifts, site/client/staff context, draft and published rosters, notes, reports, and Smart Rostering readiness.
/guides/smart-rosteringSmart Rostering
Set up supervised Smart Rostering automation from base recurring shifts through staff interest, suitability checks, hard blocks, draft assignments, manager review, publishing, and ongoing changes.
Staff Workflows
Timesheets and Invoicing
Timesheets
Set up roster-connected timesheets, draft generation, staff review, submission, manager approval or return, missing timesheets, sleepover handling, reports, and payroll export preparation.
/guides/invoicingInvoicing
Prepare billing context, service agreements, shift billing line items, invoice draft generation, regeneration, review, PDF download, invoice email workflow, and remittance settings.
Audit, Documents, and Evidence
Documents
Upload and manage documents linked to staff, clients, sites, or organisation areas, with expiry dates and audit evidence readiness.
/guides/audit-centreAudit Centre
Prepare audit sessions, evidence upload, evidence groups, release evidence, auditor invites, requests, access logs, access end dates, and document readiness.
Automation and Notifications
Automation Capacity
Understand Automation Capacity as the capacity model for automation work, including what uses capacity, what does not, manual workflow fallback, plan capacity, and admin controls.
/guides/email-notificationsEmail Notifications
Understand platform-managed email, sender profiles at a high level, tenant Reply-To settings, workflow notifications, email readiness, and troubleshooting checks.
Security, Roles, and Access
Popular setup paths
Common paths
Start with the path that matches the outcome your team is trying to reach.
Set up your first workspace
Organisation settings, roles, sites, staff, clients, documents, and billing context.
Setup pathPrepare your first roster
Sites, staff, clients, roster periods, base recurring shifts, Smart Rostering, staff interest, and publish.
Setup pathPrepare evidence for audit
Documents, Audit Centre session, evidence groups, auditor invite, requests, and access logs.
Setup pathMove from roster to billing
Rostering, timesheet drafts, staff submission, manager approval, invoice drafts, PDF, and invoice email.
All guides
Every setup and workflow guide
Use this full list when you need a direct route.
Need help choosing the right starting point?
Book a demo and we can walk through the setup path that fits your provider.