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Last updated 6 December, 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

Introducing LivePreso Advice

Signing up for your free trial

Getting to know the LivePreso Advice app

Creating your first preso

Understanding the appointment screen

Prepping and editing your preso

Ready Review content walk-through

Presenting presos to your clients

Sharing presos with your clients

Creating your own slides with templates

Handing over presos to colleagues

Making PDFs of your presos

Creating and using presets

(Admins) Using PresoManager to add/edit content

(Admins) Using HQ to administer your users/practice

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