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Last updated 28 November, 2023

  1. Introducing LivePreso Advice

  2. Signing up for your free trial

  3. Getting to know the LivePreso Advice app

  4. Creating your first preso

  5. Understanding the appointment screen

  6. Prepping and editing your preso

  7. Ready Review content walk-through

  8. Presenting presos to your clients

  9. Sharing presos with your clients

  10. Creating your own slides with templates

  11. Handing over presos to colleagues

  12. Making PDFs of your presos

  13. Creating and using presets

  14. (Admins) Using PresoManager to add/edit content

  15. (Admins) Using HQ to administer your users/practice

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Introducing LivePreso Advice

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Signing up for your free trial

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Getting to know the LivePreso Advice app

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Creating your first preso

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appointment
Understanding the appointment screen

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Prepping and editing your preso

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Ready Review content walk-through

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Presenting presos to your clients

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Sharing presos with your clients

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templates
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Creating your own slides with templates

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Handing over presos to colleagues

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Making PDFs of your presos

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Creating and using presets

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(Admins) Using PresoManager to add/edit content

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(Admins) Using HQ to administer your users/practice

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