Presenting presos to your clients

Last updated 28 November, 2023

There are 2 ways to start presenting your preso and they both begin with a big blue button.

You can start from the appointment screen, or directly from prep mode:

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Start preso on the appointment screen

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Present from within prep mode

1. In either case, confirm at least one of your attendees by checking the box next to their name, as part of your audit trail for compliance.

2. Then click Start preso and you’ll jump into fullscreen presentation mode.

3. To navigate the preso there are 3 options:

   1. Click the left and right arrows on the screen;

   2. Use the left and right keys on your computer;

   3. Or you can jump around by using the thumbnail timeline by clicking the up arrow at the bottom of the screen to show the timeline, hovering over the timeline to show each slide’s thumbnail, then clicking on a thumbnail to jump to that slide:
      
      

4. When you’ve finished presenting you can end your preso by clicking the close button , by right-clicking, or via the little pop-up menu at the bottom:

Related articles

Understanding the appointment screen
Prepping and editing your preso