Learn a practical overview of how Hnry can be used by a sole trader to organise income, invoices and business expenses. We cover setting up an account, creating invoices, recording work-related expenses, monitoring payments, keeping receipts, and developing an organised routine for administration.

The session explains a simple workflow from completing a shift to sending an invoice and keeping accurate records. Participants are encouraged to seek personal advice from a registered tax agent or accountant for tax and financial decisions.

Learn how to create a clear, professional and trustworthy Mable profile that explains your experience, qualifications, values, availability and the types of support you can provide. We discuss profile photos, writing a strong biography, selecting services honestly, listing relevant checks and training, setting availability and responding professionally to enquiries.

The focus is on presenting yourself accurately, maintaining professional boundaries and ensuring your profile reflects the support you can safely provide within your skills, qualifications and scope.

Understand how platform-based work can help independent support workers connect with clients while still requiring professionalism, communication and reliable documentation. We discuss setting up a Like Family profile, managing availability, responding to client requests, understanding platform processes, building respectful client relationships and balancing platform work with private clients.

This section also covers why workers should read each platform’s current terms, fees, cancellation rules, insurance arrangements and policies before accepting work.

Learn the key practical steps before accepting a private client. We cover initial enquiries, screening whether the client’s needs are appropriate for your skills and services, arranging an introductory meeting, agreeing on rates and shift times, collecting emergency contacts, clarifying transport and cancellation arrangements, and setting boundaries from the start.

Participants learn why private-client work needs clear written agreements, good communication, secure records, appropriate insurance and a plan for safety concerns or changes in the client’s condition.

Understand the purpose of simple, clear business documents. We cover what should be discussed in a service agreement, including services, rates, payment terms, travel, cancellations, responsibilities, privacy and ending services. We also discuss invoice basics and the value of regular, factual progress notes.

Participants will receive examples and a checklist to help them create an organised document system. Templates are educational starting points and should be reviewed or adapted for each person’s business and circumstances.

Learn the practical difference between common payment and funding arrangements:

• Private clients: The client, family member or authorised representative pays directly under an agreed service arrangement.

• Self-managed NDIS participants: The participant or nominee manages their NDIS funds and may pay an independent worker directly, subject to their plan and NDIS rules.

• Plan-managed NDIS participants: A plan manager pays approved invoices on behalf of the participant, subject to the service arrangement and available funding.

• NDIA-managed participants: These participants generally require services from an NDIS-registered provider for claims to be made directly through the NDIA.

The session focuses on understanding who pays the invoice, what questions to ask before starting, why written agreements matter, and why workers should not provide financial or NDIS-plan advice outside their knowledge and role.

Learn how to maintain a professional relationship while still being friendly, respectful and person-centred. We cover boundaries around gifts, money, transport, social media, personal contact, family involvement, medication support, client emergencies and working alone.

This section also discusses privacy, secure handling of client information, factual progress notes, incident reporting, escalation of concerns and knowing when to seek help. Participants are reminded to work only within their qualifications, competence, role description and agreed support plan.

Participants receive a clear, step-by-step checklist to help turn the workshop learning into action. The checklist covers business setup, ABN, insurance, worker checks, first aid, profile setup, documents, invoicing, client intake, professional communication, safety, privacy and ongoing administration.

It is designed to help participants identify what they have completed, what they still need to research, and what their next practical steps are before accepting independent work.