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.