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Running a Xero Trial

Video learning



Learning objectives

  • See where in Xero you need to go to setup a free trial
  • Run through the set up guide and enter some of the key information
  • Monitor your client's activity to see if they've been getting the most out of the features available

    Course outline

      To help your clients really understand the benefits of Xero, set them up with a one month free trial. This video shows you how. It takes you through the set up process and suggests the key Xero features to recommend to your client tries during the month. It also shows you how to monitor your client's activity in Xero, to make sure they get the most out of the trial.

    Topics covered

    • Conversion
    • My Xero

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