You may reschedule a Discovery Call in your GMG Portal by following the steps below. 

 

Step 1- Login to the Portal at Portal.GMGSavings.com (use your assigned username and password)

 

Step 2 - Go to the My Clients Tab (upper right corner of the home page)

 

Step 3 - Search for your Client in the green search box

 

 


Step 4 - Select your Client off of the list that appears  -  This step causes your Client Record to Open



 

Step 5- Select the "Reschedule" option under Appointments in the Activity Section





Step 6- Select Timezone, Select Date of Reschedule, Select Time and click on "Submit" button






Step 7- Click on the "Continue" button




Your Discovery Call is now rescheduled. Be sure to add any further notes in the Activity section regarding your Next Steps.



Additional Articles on this topic that you may find beneficial:


How Do I Schedule a Discovery Call?

How Do I Book a Follow Up Call?

How Do I Cancel a Discovery Call?