Create & Edit Presentations
What is a Presentation?
A Presentation is anything that contains content you would like to present to a client. A Presentation might include:
- A collection of yachts,
- A collection of routes,
- A combination of both.
In this way, a presentation can also be defined as a proposal, itinerary, brochure, or other industry terms based on the type of information that is being displayed and shared. Presentations can be customized and branded to your requirements.
To create a new Presentation:
1. Open a New Presentation Document
Start by clicking on the Presentations Tab in the main navigation. Next click the button on the top-right of the screen called 'New Presentation'. The browser will open a new tab with the new presentation document.
Give the presentation a name by clicking into the name field at the top of the screen. Make it something memorable so you can easily search for it in the future.
4. Select a Yacht(s) (Optional)
Browse our huge range of yachts and select one or more yachts that you wish to present.
The presentation will pull the data from that yacht profile into the presentation. You can make any changes you wish to the content in a later step.
You can choose between CA Verified Yachts or Ankor Managed Yachts. Learn more about yachts in this article 'Quick start on the Yachts Feature'.
Bonus Tip: You can preview the content of the Yacht by clicking on any of the Yacht Images. When you are finished selecting, click the button 'Continue to Routes' at the base of the screen.
4. Select Routes
Browse our huge range of routes and select one or more you wish to present.
The presentation will pull the data from that route into the presentations. You can make any changes you wish to the Route information in a later step. Learn more about routes in this guide: Creating and Editing a Route.
Ankor Routes will be tagged with 'Ankor Route' when they have come from our library so you can know which are yours and which are ours.
Click the button 'Continue to Design' at the base of the screen when you have finished. You must have at least a single yacht or a single route to continue to this step.
Bonus Tip: You can preview the Route content by clicking on any of the Route options.
5. Design: Make any changes to content or design in this step. Learn more about editing the content and design inside this guide, 'Modifying Content/Design of Your Presentation'.
Bonus Tip: Previewing is available from within any of the steps, provided there is at least a single yacht or a single route added to the presentation. To preview the presentation before sharing it, simply click the button 'Preview' at the top of the screen.
6. Once you are happy with how the presentation looks, click 'Share'. The system will generate a link which you can copy and send.
This action will create a snapshot of the Presentation as it appears at that moment. Any future changes to the Presentation will not be reflected in the link.
Manage or edit an existing Presentation
From the dashboard, you can see all the presentations you have created. Simply click on the kebab menu at the bottom of any of the presentations for options. You can share, duplicate, edit and delete any Presentations.
Still Need Help?
Speak to our Customer Success team, who are here to support you via support@ankor.io or chat with us using the Life ring Help feature at the bottom right of our application.