Back to your search

Introduction to client onboarding

Web Link
Check it out

Free

Learning objectives

Check out this guide to using the client onboarding landing page and videos to get your clients up to Xero speed.

Course outline

    • Take a look at the client onboarding resources that can help your client thrive with Xero
    • See the essential feature videos that can help your client get up to Xero speed in no time at all
    • Find out how to embed the videos with your own branding and website design

Topics covered

  • Growth

More courses you might be interested in

New

Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (Self-Paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

New - 40 Advisor CREDITS - 7 CPE CREDITS

Xero Advisor Certification (self-paced)

Xero Advisor Certification shows you how to use all the core features of Xero to help you advise your clients. From setting up to bank reconciliation, right through to reporting.   View course

Self-paced learning - 7 HOURS

Still not what you're looking for?