Last updated 7 December, 2023
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Click New preso to go to make a new preso.
Activity takes you to the activity screen.
Schedule takes you to the schedule screen which shows another view of your presos, ordered chronologically by their schedule date.
Customers lets you see any of your clients and their complete history of preso documents.
PresoManager is only visible if you are a dealer group admin or practice admin, and lets you manage the master content on behalf of your group or practice.
Deck Presets lets you manage your presets, which are shortcuts to setting up your presos the way you like. If you’re a practice admin you can also create and manage presets on behalf of your team.
Open HQ is only visible if you’re a practice admin and takes you to LivePreso HQ where you can administer your team and practice.
Report Issue lets you raise a support request.
Tutorials takes you to the video section of our support centre.
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CustomersThe customers screen
Using PresoManager to add/edit content
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