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When first starting Toolkit for Presentations the real estate agent will be presented with a list of the names of all agents configured in the software. The agent would then select his or her name from the list and click the OK button to start the process of creating a presentation or flyer. If the agent's name does not appear on the list he or she can choose to set up his or her profile immediately by choosing Add New Agent. This will bring up a dialog box for the agent to enter his or her name and contact information.

The agent can configure his or her profile with up to four different contact methods such as phone numbers and email addresses or anything so desired. This information will be merged into the presentations and flyers when printed.

Also the agent can specify the location of a graphic of his or her photo to be included on the resume that he or she creates with Toolkit for Presentations.

Once the agent has selected his or her name from the agent's list, he or she is brought to the Agent's menu. This is where the agent chooses to create either  presentations or flyers.

He or she may also choose to edit his or her profile. Allowing him or her to change contact information and setup his or her resume and/or customer references page.