How to Correct Update, Reschedule, Cancel or see the status of your Demonstrations

You have a personal link supplied to you in the email with subject line "Email 2 of 3" and you will need that link to access your demonstrations

watch this 8-minute video:

https://app.screencast.com/KQ78AGBTKtmAe 

If you have any no-shows or canceled demonstrations, you can often call that financial advisor the next day and get them rescheduled on the calendar.  You do not need to enter all of their information again. See the video link above.  When you call, you say

“Name, you expressed interest in meeting new clients in your local area for (his top 2 products and services) – are you still interested in that?”