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Last updated 28 November, 2023

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Turning off slides manually

But you You can choose to turn on and off any slides you like for your preso by clicking the checkboxes ☑️ .

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If you think you’ll want to use this set and order of slides regularly, you can create what we call a preset to make it even quicker and easier next time. See Creating and using presets for details.

Creating your own slides

If you need to make your own slides for a particular preso, you can do so using the built-in templates, which are covered in Creating your own slides with templates.

Previewing and editing slides

You can click on a slide’s thumbnail to preview it or make any last-minute edits, but we’ll cover editing in more detail via prep mode in the next section.

Prep mode

Info

Note that this button is named Prep until after the scheduled time for the preso, then it will change to Review. Once this happens the preso stops being editable to maintain a faithful record for compliance.

Prep allows you to run through the content that’s been created for you, to look at the whole preso before you either present or share it.Anywhere you see a blue border around a

  1. Click into any text box, image or video

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  1. with a blue border. You’ll have different formatting functions based on the slide’s styling:

    Image Modified

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  1. Click anywhere on the slide that’s not editable to save your changes.

  2. To preview your changes, click the toggle down the bottom:

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  1. To navigate the preso you can use the left and right arrows, the left and right keys on your computer, or you can jump around using the thumbnail timeline below the slide.

  2. When you’ve finished you can go back to the appointment screen by clicking the close button ✖️, via the little pop-up menu down the bottom (blue star), or by right-clicking anywhere on the slide that’s not editable.

  3. Or, if you’re ready to present to your client, you can jump straight into present mode by clicking Present at the top, checking the box to confirm their attendance and clicking Start preso.

Understanding the appointment screen
Creating and using presets
Creating your own slides with templates
present modePresenting presos to your clients