Last updated 28 October, 2024
Only available to users with the PresoManager role
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 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.
In PresoManager, you can add/edit notes for any slide.
Click on a slide’s thumbnail to open it in edit mode.
Click the notes button at the top-right of the screen to open the notes panel:
Add or edit your notes, then click Done.
When you’re finished making all your changes in PresoManager, click Publish.
Advisers and paraplanners can access the notes in 2 places, depending on their preferred workflow:
Accessing notes via prep mode
Click the notes button 
in the toolbar at the bottom-right of screen to open the notes panel:
Accessing notes via the Slides preview mode
From the appointment screen, go to Slides.
Click on a thumbnail to preview a slide.
Click the notes button
at the top-right of screen to open the notes panel:
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.
For example, you may want to provide instructions to your group or practice on how or when to use certain slides, or what to say when they do:
