Both presentations automatically include an overview page with your logo and contact information on the left side. The right side will display your customer’s name plus any notes you’ve written for them about this project.

This is the space where you can write a note to your customer.

You can introduce the project, highlight specific plants you want them to review, or share any changes you’ve made, etc.

You can update this message any time and it will automatically update in the presentation (your customer will just need to refresh the page to see these changes – no need to resend the link).

So use this space however you see fit and feel free to update often.

If you’re not already in your project, click on “Current Project ” in the main menu.

Now that you are in the current project, look to the far left in the project navigation bar. The last option is “Present” – click it open your presentation options.

Make sure you’re in the “Present” section of your project.

Everything will be in shades of purple if you’re in the right place.

From here, make sure to choose the presentation type you want to send, then skip down to "Step 3 - Write a Message."

Type in whatever you want to say to your customer and remember - you can change this message any time you want! Make sure to click "Save and Update" if you are writing a new message in an existing project.

Once you are happy with how everything looks, you’re ready to send your presentation!

If this is a brand new project/presentation - click "Get Presentation Link" and copy the link into an email.

If this is an existing project, simply let your customer know you've made changes and they should refresh their screen. They don't need a new link - it will automatically update!