Understanding the appointment screen

Last updated 27 August, 2024

Available to all users

The appointment screen is like a hub for your preso, where all actions for, and info about, your preso are located.

Some of the key actions are detailed in other articles/videos, but let’s work our way through everything on the screen to understand what it does.

Preso name

At the top of the screen, you can click in here to rename your preso. This is just for your reference in LivePreso; your clients won’t see it.

Edit/Delete

Over on the right, you can delete the preso altogether, or you can edit any of the info you chose when creating it.

View basic preso info

In the main section of the screen, the left-hand side shows the preso’s basic info, like who it’s for, what content deck was used and when it’s scheduled for.

Reschedule

You can quickly reschedule your preso by clicking on the date under When. Then click on the date and/or times to make your changes, and click Save.

Share Visibility

You can choose whether to restrict your shared preso to only your clients (Preso contacts only) by requiring them to verify themselves with a 2FA mobile code, or to allow them to view it and share it with Anyone with the link. This is described in more detail in Sharing presos with your clients.

Client contacts

Down at the bottom-left you can see your client contacts. The checkboxes are for confirming who’s actually in a meeting for compliance purposes, which is covered in more detail in Presenting presos to your clients .

Preso activities (history)

The right-hand side shows everything that happens to your preso over time:

Starting at the bottom, in this example the preso was created, then shared with the client, and then they viewed it in their own time for under a minute. All this activity is also stored in Xplan, so there’s a complete audit trail for compliance and for your own insights.

You can even view slide-by-slide exactly what was presented and viewed in granular detail by clicking More.

Preso analytics

The blue boxes at the top aggregate all the presenting, sharing and viewing stats so you can see the overall metrics at a glance. In the example above, the preso was presented to 1 client for 33 minutes, shared with 1 client who viewed it on 4 separate occasions for a total of 25 minutes.

Preso actions

Down the bottom are all the main actions for your preso, which are covered in more detail in other articles. But let’s quickly run through what they’re for.

Start preso is for starting presentation mode when you’re in a meeting with your clients. It might be in person or you might screenshare with them remotely. If it’s in person, note that this preso is “available offline”, meaning you don’t need to worry about your internet connection while you present. See Presenting presos to your clients for more detail.

Slides and Prep are 2 ways to select, edit and preview your interactive content to prepare it for your client. They’re covered in Prepping and editing your preso .

Hand over lets, say, a paraplanner create the preso on behalf of the adviser and then hand it over to them to present and share. It’s covered in Handing over presos to colleagues.

At LivePreso, we don’t much like PDFs, as they’re not interactive and we can’t track them for you. But we know that sometimes you just need a printed version. You can request one by clicking PDF and it will be generated and emailed to you. It’s covered in Making PDFs of your presos .

Invite lets you send a proper calendar invite to your clients.

Share lets you generate a secure, custom link for your clients, so they can view the interactive preso in any browser on any device. Sharing is covered in Sharing presos with your clients.

If your preso includes a “signing slide”, clicking the Share button will open the Signing box as well as the Sharing box, so that you can control how your clients can sign the presos you share. Signing is covered in more detail in Signing presos.

Note: LivePreso will never send anything to your clients (like invites and shares) without you explicitly clicking a button to do so.

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