Identity's Client Rescheduling Policy

At Identity Dental Marketing, we’re proud to have a team that genuinely cares about our clients—and they may occasionally be a little too nice about scheduling changes. 😊

When you need to move a meeting, your advisor will probably respond with, “No problem!”

And we mean that. We understand that dentistry is unpredictable. Patients have emergencies. Procedures run long. Revenue-producing opportunities arise. Life happens.

But there is one important distinction:

“No problem” doesn’t mean “no impact.”

Why Rescheduling Matters

Just like your practice can only see so many patients in a day, our team can only accommodate so many meaningful client meetings.

When we reserve a meeting for you, that time becomes yours. Before the meeting, our team may review your campaigns, metrics, recent communications, current projects, opportunities, and recommendations so we can make the conversation as productive as possible.

We also reserve that spot exclusively for your practice, which means another client cannot use it.

When a meeting is canceled, moved at the last minute, or missed altogether, that time generally cannot be recovered.

In other words, it’s the marketing-agency version of a patient no-show.

Our 48-Hour Rescheduling Policy

Whenever possible, we ask that clients provide at least 48 hours' notice when rescheduling or canceling a meeting.

We understand that true emergencies and unexpected circumstances happen. This policy is not about making clients feel badly when something unavoidable comes up.

It is about preventing same-day and last-minute rescheduling from becoming routine.

Please Book Meetings You Can Attend

When selecting a meeting time, please choose a time when you can reasonably dedicate your attention to your marketing.

Our meetings are most valuable when we can actually talk through your:

  • Campaign performance and metrics

  • Current projects

  • Questions or concerns

  • Opportunities for improvement

  • Recommendations and next steps

We would much rather schedule a meeting at a time that genuinely works for you than reserve a spot that is likely to be canceled when something else comes up.

Don't Have Time for Marketing Meetings? That's Okay.

You do not have to attend a meeting to stay informed about your marketing.

If your schedule makes regular meetings difficult, simply let your advisor know.

We can provide an overview of your campaign performance, observations, recommendations, and next steps in lieu of a meeting. You are also always welcome to communicate with our team by email.

Our goal isn't to get you onto more Zoom calls.

Our goal is to keep you informed, supported, and confident in your marketing.

A Little Mutual Respect Goes a Long Way

We know your time is valuable.

Ours is too.

We want our advisors ending their days feeling accomplished, helping clients, moving projects forward, and meeting their professional goals—not looking at a calendar full of thoughtfully prepared meetings that disappeared at the last minute.

Thank you for valuing our team's time the same way we value yours.

It allows us to provide better service to you and every practice we serve.

The Identity Dental Marketing Team