BondiByte Robotics

Guide

Prepare client records before roster and billing work.

Client setup supports service delivery context, site relationships, service agreements, documents, billing readiness, and invoice drafting.

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What this section is for

Explains how Client Setup fits into the BondiByte workspace.

Client records hold participant contact, NDIS, representative, emergency contact, plan management, support coordinator, local area coordinator, service delivery, linked site, and billing context.

Clean client records make service agreements, roster context, documents, billing details, and invoice workflows easier to manage.

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Before you start

Lists what should be ready before working through Client Setup.

Have participant, representative, plan management, billing contact, and service agreement details ready.

Create relevant sites first if client service delivery is site-based.

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Step-by-step setup

Gives practical setup steps for Client Setup.

  1. Open Clients and create or edit the client profile.
  2. Complete identity, status, NDIS number, provider reference, contact, and communication fields.
  3. Add representative and emergency contact details where applicable.
  4. Set plan management type and billing context.
  5. Link the client to a site or enable standalone site context when that model fits your service delivery.
  6. Prepare service agreements and billing line items before generating invoices.
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Key fields and settings explained

Defines the main fields and settings used by Client Setup.

NDIS number
The participant identifier used for NDIS context.
Provider client reference
The provider's own reference for the client.
Representative
A guardian, nominee, family member, carer, support coordinator, advocate, or other contact with defined permissions.
Plan management type
The billing pathway such as Self Managed, NDIA Managed, or Plan Managed.
Linked site
The site relationship used for accommodation, service delivery, or roster grouping.
Billing context
Billing contact and plan management details used before invoice sending.
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Best-practice setup tips

Lists practical setup tips for Client Setup.

Best practice

  • Complete plan management and billing details before invoice work begins.
  • Use communication notes to keep contact preferences visible.
  • Link clients to sites before site-based rostering and evidence work.
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Common mistakes to avoid

Lists common setup mistakes for Client Setup.

Common mistake

  • Generating invoices before billing email and payment context are ready.
  • Leaving representative permissions unclear.
  • Creating rostered support without the right client/site context.

Need help applying this setup path?

Book a BondiByte demo and we can walk through the right setup order for your provider.

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