Getting Started
The “start here” series. Eight short videos that walk you from sign-up through to a live schedule — watch them in order on your first afternoon.
Welcome to Xota — the 3-minute tour
What Xota is and what we’re going to build together: company → project → booking → sign-off. Meet the main menu and pick up where to find help.
Setting up your organisation
Org name, logo, working hours, currency and terminology. Rename “Projects” to “Jobs” or “Bookings” to “Shifts” in one click.
Adding your first team member and inviting them to the app
Create a team member record, then send them an app invitation so they can log in on web or mobile. Different user roles are covered later.
Adding your first company (client)
The client record — industry, contact details, address. Archiving vs deleting.
Adding contacts and giving a client portal access
Tie contacts to a company and flip the “give them app access” toggle. What the client sees when they log in.
Your first project
Client, dates, custom fields, brief and gallery. Inside a project: Bookings, Tasks and Issues tabs.
Your first booking
Timed vs untimed. Lifecycle from Draft through to Signed Off. Photos and signatures at completion.
The schedule — bookings, tasks and absence on one calendar
The showpiece. Week view, drag-and-drop to move bookings, inline absences, switching between Calendar and Timeline.