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Aaron Cooper

Aaron Cooper

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Last updated 28 October, 2024
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Only available to users with the PresoManager role

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As a dealer group admin or practice admin, you can use PresoManager to make your own slides for your group or practice, and to update the default text, images and videos on LivePreso’s built-in slides.

But sometimes you might want to provide internal-only instructions to everyone in your dealer group, site or practice. Instead of having notes in the slides themselves (like what are typical in most Word templates) that users need to remember to delete before using with their clients, LivePreso provides the ability to have prep-only slides. That is, 2 ways for you to include training and guidance content:

1. Internal notes

You can set the default, in-situ notes for every slide—both your own and LivePreso’s built-in slides. They can include simple formatting and external links.

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titleCreating and editing internal notes

In PresoManager, you can add/edit notes for any slide.

  1. Click on a slide’s thumbnail to open it in edit mode.

  2. Click the notes button at the top-right of the screen to open the notes panel:

    image-20241028-055937.pngImage Added

  3. Add or edit your notes, then click Done.

  4. When you’re finished making all your changes in PresoManager, click Publish.

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titleAccessing internal notes

Advisers and paraplanners can access the notes in 2 places, depending on their preferred workflow:

Accessing notes via prep mode

Click the notes button image-20241028-054614.pngImage Added in the toolbar at the bottom-right of screen to open the notes panel:

image-20241028-054810.pngImage Added

Accessing notes via the Slides preview mode

  1. From the appointment screen, go to Slides.

  2. Click on a thumbnail to preview a slide.

  3. Click the notes button image-20241028-055122.pngImage Added at the top-right of screen to open the notes panel:

image-20241028-055212.pngImage Added

2. Prep-only slides

Prep-only slides are whole slides that only appear in prep mode, and that automatically turn themselves off when presenting to or sharing with clients.You can make as many of these prep-only slides as you like and publish to everyone instantly.

For example, you may want to provide instructions to your team(s) group or practice on how or when to use certain slides, or what to say when they do:

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titleCreating and editing prep-only slides

You can make as many prep-only slides as you like and publish to everyone instantly.

  1. From PresoManager, drag and drop any template to where you want your special slide (just like you would to create your own normal slide).

  2. Click the notes button image-20241028-055122.pngImage Added to open the right-hand drawer (the same place you can enter notes):

    image-20241028-061400.pngImage Added

  3. Click in the Find tags field and choose prep-only.

  4. Input whatever content you want into the slide as normal.

  5. Click Done and then Publish when you've made all your changes.

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titleAccessing prep-only slides

Every adviser and paraplanner in your group or practice will see

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all prep-only slides in prep mode for every preso they make—to remind them of whatever instructions you’re imparting.

However, they never have to remember to turn

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them off or delete the internal notes, as LivePreso will turn it off automatically when the preso is being presented to or shared with your clients

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Making prep-only slides

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Using PresoManager to add/edit content

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