Referral guide

How Xero clients can sign up to Planday.

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Written by Luke
Updated over a week ago

๐ŸŽฏ For Accountants & Bookkeepers.

If your client is a Xero customer and youโ€™d like to refer them to Planday, this is a helpful one-pager with steps to follow.

If your client is not a Xero customer, they can start a trial through the Planday website.


โ„น๏ธ Need more help?

๐Ÿ” Search the Help Center | See videos at Tutorials.Planday.com

๐Ÿ’ฌ For personalised support

Log in and contact support using the blue icon at the bottom for further questions.

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