We're excited for you to start using the most powerful reservation and marketing tools to help you operate your business more efficiently and drive revenue growth.
Xola makes complex software intuitive. We've built the quickest and easiest purchase workflows for you to provide an excellent experience for both staff and guests. That means increased web conversion rates and reservations, greater revenues, decreased phone times, and streamlined in-person guest management.
These step-by-step articles on getting started break down everything you need to do when setting up Xola. You can go through the process with as much or as little guidance as you need, and you can even go through it by yourself if you wish. Just know you are not alone - if you get stuck, we're here. Email us at support@xola.com or use the Xola Dashboard chat feature, and someone from our Customer Support Team will jump in to help.
Here's what we'll cover:
- Account Setup: The account profile article walks you through the process of entering information that identifies your company and enables Xola to process payments.
- Product Setup: Follow along with the products article to set up the experiences your guests will purchase. The product is where you can really let your personality shine with engaging images, thoughtful descriptions, and flexible options.
- First transaction: You're ready to take a reservation with Xola. The walk-up & phone purchases article shows how easy it is for your customers to make a purchase in person or as a walk-up.
- Reservation Management: Reservations can change as quickly as the weather does. The reservation management article goes through the most common reservation workflows so that you are ready when your guests arrive.
- Xola Installation: Installing Xola buttons on your website is fast and easy. Our button installation article will walk you through what you need to know to get it done.
- Equipment Resources: If your product availability is based on equipment, our equipment resource article will show you how to configure that equipment within Xola.
- Reporting: Congratulations! You're off to a great start! The reporting article guides you through using the analytics system to see the detailed inner workings of your business.
Getting Started Checklist
Okay, we're almost ready to go! You can review this guide to get a feel for setting up and operating your business using Xola, or you can use it as a workbook while onboarding. If you want to follow along during onboarding, we'll need you to collect a few things before starting.
- Your company contact information
- The company logo
- Company banking information (Payment details can be set up later)
- Tax information (information needed for your 1099k)
- A list of your products and ideas for:
- A photo that captures the spirit of your experience
- A simple description of the product (about the size of a tweet)
- A detailed description of the product
- Pricing for your product
- A list of the equipment that you use (it's ok if you don't have any)
- A list of the staff that run your experiences
- Access to the back end of your development or sandbox website
Xola Account Login
It's time; let's log into your Xola account and get started.