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  1. Click into any text box, image or video with a blue border. You’ll have different formatting functions based on the slide’s styling. See Editing text, images and videos for more specific instructions.

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

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

  4. 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.

  5. When you’ve finished you can go back to the appointment screen by clicking the close button ✖️,

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  1. by right-clicking anywhere on the slide that’s not editable

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  1. , or via the little pop-up menu down the bottom:

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  2. 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.

Info

Note: The welcome slide (the first slide in the preso) has a special editing function that lets you input/edit your adviser, practice and licensee details.

Understanding the appointment screen
Creating and using presets
Creating your own slides with templates
Presenting presos to your clients
Editing text, images and videos

Editing your adviser, practice and licensee details