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Video: Presenting presos to your clients

Video: Presenting presos to your clients

Last updated 6 December, 2023

 

 

 

Transcript

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

You can start from here in the appointment screen, or directly from prep mode.

In either case, you’ll need to confirm at least one of your attendees, as part of your audit trail for compliance.

Then click the big blue button and you’ll jump into fullscreen presentation mode.

To navigate the preso you can use the left and right arrows, the left and right keys on your computer, or you can jump around by bringing up the thumbnail timeline down here.

When you’ve finished you can end your preso by clicking the close button or via the little pop-up menu here or by right-clicking.

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