Xero Client Onboarding
Our client onboarding tool will give your clients the skills they need to thrive with Xero.
There are two ways you can use this. Either link directly to the client onboarding landing page, or customise which videos you'd like to use by embedding them on your own web page.
Here's the URL you'll need to access our version of the onboarding tool. Use a tile, image or text link on your own site to kick start your clients skills: www.xero.com/training/client-onboarding
If you don't have an image or tile to use, here is a selection which you can use here: Education Tiles
If you prefer to embed using your own branding, below are the links to our videos. Pick and choose the ones you want to include. We'll update the videos as Xero changes, the links will remain the same. Easy peasy!
We've also got a great Marketing Guide if you'd like a little helping hand too.
If YouTube links are more your thing, you'll find these here: Client Onboarding Playlist.
Introducing Xero
Understanding the dashboard
Confirming Settings
Attaching files
Connecting bank accounts
Reconciling bank accounts
Creating quotes
Invoicing customers
Creating purchase orders
Paying suppliers
Managing projects
Connecting apps
Accessing support
If you have any questions about the client onboarding resources, get in touch with the Education Teamat training@xero.com.
