Reschedule Case Kickoff Calls Directly in Marble Home
Now you can reschedule your case kickoff calls directly in Marble Home, avoiding conflicts, reducing no-shows, and making the process more convenient for everyone.
Why this matters:
Take control of your schedule and strengthen client relationships by proactively managing conflicts. Easily adjusting timing reduces missed appointments and creates a smoother experience for both you and your clients.
How it works:
Go to your calendar and click on the scheduled meeting.
Click “Reschedule” or “Cancel Meeting.”
Provide a new timeframe for the client to reschedule (if needed) and customize a note to share.
The client will automatically receive an email with the updated details and your personalized note.
The result:
Better scheduling flexibility means fewer disruptions to your practice and happier clients who appreciate proactive communication.