BondiByte Robotics

Guide

Start here before daily operations begin.

Use this path to prepare organisation settings, roles, sites, staff, clients, rosters, Smart Rostering, Staff Portal, timesheets, invoicing, audit evidence, capacity controls, and notifications.

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What this section is for

Explains how Getting Started fits into the BondiByte workspace.

The Getting Started guide gives owners and admins a safe first path through the platform.

Use it before inviting wider teams or turning on automation-heavy workflows.

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Before you start

Lists what should be ready before working through Getting Started.

Have provider identity details, site list, staff list, client list, billing contacts, and owner/admin responsibilities ready.

Keep automation-heavy workflows off until the records they depend on are accurate enough to trust.

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Step-by-step setup

Gives practical setup steps for Getting Started.

  1. Complete organisation, brand, roles, and email readiness checks.
  2. Create sites before linking staff and clients.
  3. Create active staff and client records.
  4. Add service agreements, billing context, and key documents.
  5. Build the base roster before enabling Smart Rostering.
  6. Review Staff Portal, timesheets, invoicing, Audit Centre, and capacity controls after the core records are ready.
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Key fields and settings explained

Defines the main fields and settings used by Getting Started.

Active staff
A staff profile available for operational work, rostering, documents, and portal workflows.
Site
A house, accommodation area, location, or logical service area used to group staff, clients, and rosters.
Roster period
The date range used to prepare, review, and publish shifts.
Automation Capacity
The capacity model for automation work performed by the platform.
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Best-practice setup tips

Lists practical setup tips for Getting Started.

Best practice

  • Start with one operating area before rolling the pattern across the full provider.
  • Check staff, client, and site relationships before Smart Rostering.
  • Use manual workflows while setup is still being checked.
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Common mistakes to avoid

Lists common setup mistakes for Getting Started.

Common mistake

  • Inviting users before roles, staff links, and contact details are ready.
  • Trying Smart Rostering before base shifts and site team links are ready.
  • Starting invoicing before billing details and service agreement line items are ready.

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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