Web Onboarding in Xero

Watch a recorded Onboarding flow inside Xero on desktop web. Every screen and interaction is captured step by step — see exactly how Xero designs the Onboarding experience for web users.

Business, CRM, Finance

A global small business platform connecting you to all things business.

Save
download icon Download all screens
  • Web
Showing 23 Flows
Video preview
In this video
  • Homepage
  • Sign up
  • Enter name
  • Enter email
  • Enter phone number
  • Agree to terms
  • Captcha
  • Processing
  • Check your inbox
  • Confirmation email
  • Activate
  • Enter password
  • Add business
  • Set business name
  • Select industry
  • Select a tool
  • Dashboard
  • Setup guide
  • Guide tooltip
  • Guided tour
  • Guide complete
  • Setup guide
  • Onboarding tour
  • Add company details
  • Upload logo
  • Edit company name
  • Select type
  • Enter description
  • Enter Address
  • Enter city
  • Enter state
  • Enter zipcode
  • Select country
  • Save changes
  • Changes saved
  • Payment options
  • Payment methods
  • Add contact
  • Enter name
  • Enter account number
  • Add primary person
  • Enter email
  • Enter note
  • Add discount details
  • Create invoice
  • Guide tooltip
  • Get started
  • Add recipient
  • Set due date
  • Add reference
  • Create item
  • Enter code
  • Set name
  • Set price
  • Select account
  • Tax exemption
  • Save
  • Approve
  • Send invoice
  • Invoice sent
  • Create quote
  • Search contacts
  • Set expiration date
  • Add reference
  • Tax exemption
  • Select item
  • Enter description
  • Send
  • Send quote
  • Quote created
Onboarding 107 Screens
Onboarding screenshot
Homepage
Onboarding screenshot
Sign up
Onboarding screenshot
Enter name
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter email
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter phone number
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Agree to terms
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Captcha
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Processing
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Check your inbox
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Confirmation email
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Activate
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter password
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add business
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Set business name
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Select industry
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Select a tool
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Dashboard
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Setup guide
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Guide tooltip
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Guided tour
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Guide complete
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Setup guide
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding tour
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add company details
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Upload logo
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Edit company name
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Select type
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter description
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter Address
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter city
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter state
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter zipcode
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Select country
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Save changes
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Changes saved
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Payment options
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Payment methods
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add contact
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter name
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter account number
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add primary person
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter email
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter note
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add discount details
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Create invoice
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Guide tooltip
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Get started
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add recipient
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Set due date
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add reference
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Create item
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter code
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Set name
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Set price
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Select account
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Tax exemption
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Save
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Approve
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Send invoice
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Invoice sent
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Create quote
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Search contacts
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Set expiration date
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Add reference
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Tax exemption
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Select item
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Enter description
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Send
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Send quote
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Onboarding screenshot

Sign up to unlock this user flow

Try 3 Days
Quote created
Unlock 23 hidden flows

Log In or Sign Up to See All
Xero Flows

  • Homepage
  • Sign up
  • Enter name
  • Enter email
  • Enter phone number
  • Agree to terms
  • Captcha
  • Processing
  • Check your inbox
  • Confirmation email
  • Activate
  • Enter password
  • Add business
  • Set business name
  • Select industry
  • Select a tool
  • Dashboard
  • Setup guide
  • Guide tooltip
  • Guided tour
  • Guide complete
  • Setup guide
  • Onboarding tour
  • Add company details
  • Upload logo
  • Edit company name
  • Select type
  • Enter description
  • Enter Address
  • Enter city
  • Enter state
  • Enter zipcode
  • Select country
  • Save changes
  • Changes saved
  • Payment options
  • Payment methods
  • Add contact
  • Enter name
  • Enter account number
  • Add primary person
  • Enter email
  • Enter note
  • Add discount details
  • Create invoice
  • Guide tooltip
  • Get started
  • Add recipient
  • Set due date
  • Add reference
  • Create item
  • Enter code
  • Set name
  • Set price
  • Select account
  • Tax exemption
  • Save
  • Approve
  • Send invoice
  • Invoice sent
  • Create quote
  • Search contacts
  • Set expiration date
  • Add reference
  • Tax exemption
  • Select item
  • Enter description
  • Send
  • Send quote
  • Quote created

Xero

Onboarding
All saved

Add to collection

Create collection

Other Business apps you might like

Eventbrite screenshot
Intercom screenshot
Mailchimp screenshot

Xero Onboarding Flow on Web — Full Sequence

This recording documents the Onboarding flow inside Xero's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific Onboarding Design Considerations

Onboarding on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. Xero's approach to Onboarding on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for Onboarding Research on the Web

For growth teams, designers, and PMs researching Onboarding patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against Xero specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the Xero Onboarding flow cover?

The recording captures the full Onboarding sequence inside Xero on desktop web — every step, every transition, and every significant design decision from start to finish.

How does Xero's web Onboarding differ from its mobile versions?

Web Onboarding flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If Xero also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see Onboarding flows from other web products?

Yes. The web Onboarding flows category gathers the same flow type from many different web products, so you can compare Xero's approach against competitors and alternatives.

How up to date is the Xero Onboarding recording?

Recordings are refreshed when Xero ships notable redesigns, so the Onboarding flow reflects the current web experience.