Video: Getting to know the LivePreso Advice app

Last updated 6 December, 2023

Transcript

Your starting point in the LivePreso Advice app is here in 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.

From here you can open any of your existing presos by clicking its card.

You can also open the main menu to access other parts of the app, like the schedule screen which shows another view of your presos, ordered chronologically by their schedule date.

Back in the main menu, you can 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.

You can use either the main menu or the floating action button to create new presos.