The main app menu
- Aaron Cooper
Last updated 7 December, 2023
Available to all users
This is the main menu button. You can click it from several key screens to open the main menu (shown below) to access other parts of the app:
Click New preso to go to make a new preso.
Activity takes you to the activity screen.
Schedule takes you to the schedule screen which shows another view of your presos, ordered chronologically by their schedule date.
Customers lets you see any of your clients and their complete history of preso documents.
PresoManager is only visible if you are a dealer group admin or practice admin, and lets you manage the master content on behalf of your group or practice.
Deck Presets lets you manage your presets, which are shortcuts to setting up your presos the way you like. If you’re a practice admin you can also create and manage presets on behalf of your team.
Open HQ is only visible if you’re a practice admin and takes you to LivePreso HQ where you can administer your team and practice.
Report Issue lets you raise a support request.
Tutorials takes you to the video section of this support centre.
You can also 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. Click SYNC NOW to force a sync, although a new sync is started every time you log into the app.
Finally, you can LOG OUT or go to your USER SETTINGS.