Last updated 7 December, 2023
Available to all users
Your starting point in the LivePreso Advice app is the activity screen:
It shows everything that’s happened to your presos, ordered by the most recent activity. If this is your first time using LivePreso Advice, you won’t see any activity until you start creating presos.
As you create, present, share and hand over presos to colleagues, your activity feed will reflect your actions. And, it will also show you when your clients view a preso you’ve shared with them.
Each preso is represented by a card:
This example shows that the most recent activity that happened to this preso was Preso presented.
If there is a little down arrow 
on the right-hand side it means there are also previous activities in the history of that preso. Clicking on the down arrow shows you the preso’s timeline:
In this example, working up from the bottom we can see that the preso was created, then shared with the client, the share was then opened and viewed by the client and, most recently, the adviser presented it to the client. (This sequence would suggest the adviser sent the client a copy ahead of their meeting.)
Navigating from the activity screen
From the activity screen you can open any of your existing presos by clicking its card.
You can also click the menu button to open the main menu (shown left) to access other parts of the app:
Click New preso to go to make a new preso. (You can also use the floating action button
on the activity screen.)Activity brings you back to the activity screen if you’re accessing the main menu from elsewhere.
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.
You can also see the status of your Xplan sync at any time, which keeps all of your clients' Xplan data up-to-date and available in LivePreso. Click SYNC NOW to force a sync, although a new sync is started every time you log into the app.
Finally, you can LOG OUT or go to your USER SETTINGS.
Related articles
Sharing presos with your clients
Presenting presos to your clients
Handing over presos to colleagues
Schedule
Customers