View Plan Presentation
How to access the Plan Presentation
Via the Dashboard
On the Recent Plans widget
In line with the plan you wish to view, click on the Vertical Ellipse “⋮”
Select View Presentation
Via the Plans tab
Click on the Plans tab
In line with the plan you wish to view, click on the Vertical Ellipse “⋮”
Select View Presentation
Via the client profile
Click on the Clients tab
Click on the Vertical Ellipse “⋮”
Select View Plans
In line with the plan you wish to view, click on the Vertical Ellipse “⋮”
Select View Presentation