Set up the contact information for your Xero Advisor Directory listing

Enter the information that will allow clients to contact you through your Xero Advisor Directory listing, including your email address and telephone number, and the location of your office.

Enter your contact information

When you set up your Xero Advisor Directory listing initially, Xero HQ guides you through the process. Entering your contact information is the second step in that process. Once you've completed the initial set up, you can come back at any time and change or add details.

  1. Go to Practice, then click Contact information.
  2. Enter or update your contact details.
  3. When you are ready, click Update listing, or continue on and update your practice details or practice staff.

Contact information fields explained

At a minimum, you must enter your email address and at least one office address. If you don't have a public office, you have the option to indicate this on your listing instead.
  • Email for Advisor Directory messages

    Enter the email address that clients can use to contact you.

  • Phone

    Enter your contact telephone number.

  • Office address

    Look up the office address for your practice. Begin typing the address, and then select the correct address from the list. The rest of the address details will be filled in for you. This ensures that the address will be geocoded, which makes sure that your practice will appear in the results if clients search the Xero Advisor Directory by location. You can add any extra details to help clients find your office, such as floor or office number.

    Click Add another office to include up to 10 locations in your listing. Each additional location can have its own email address and telephone number.

    If you don't have an office, select the Advisor without public office location check box. When someone searches by location, the results will be based on the address information provided by your existing Xero clients.

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