Referral guide

How Xero clients can sign up to Planday.

Written by Luke
Updated this week

🎯 For Accountants & Bookkeepers.

If your client is a Xero customer and you’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.

Need more help?

Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.

Contact our support team via the blue icon at the bottom if you have more questions.

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