Account Customization

To customize your account information and other details, go to the Settings tab at the bottom left corner of your Klervo dashboard.

The settings page allows you to manage your personal information, company details, and subscription preferences. This comprehensive information control center ensures your account information stays up-to-date and secure.

Your Personal Data:

Klervo lets you manage most of your personal information data used to sign up on the platform, including:

• First Name & Last Name: Update your personal identification

• Email: Manage your contact email

• Phone: Update your contact number

• Address: Maintain your current mailing address

• Update Data Button: Save any changes to your personal information

Click the Update Data button once done for changes to take effect.

Password Management:

With an easy-to-use and intuitive security detail customization interface, you have multiple options for password management at your disposal:

• Current Password: Enter your existing password

• New Password: Create a new secure password

• Confirm Password: Verify your new password

• Change Password Button: Apply your password update

Click the Change Password button once done for changes to take effect.

📝Note: To recover or reset your password, go to the Login page and simply press Forgot password? Button under the Password field.

Company Information:

You can also change details about your company from the account settings menu, including:

• Company Name: Your business name

• Company Size: Select your organization size

• Primary Industry: Specify your business sector

• Address: Your business location

• Website: Your company's web address

• Google Review Link: Connect your Google Business profile’s testimonial section by adding a Google Review Link. Google explains how to get a link. Check here.

📝Note: The Google profile review link lets you use Klervo's automated reputation management feature. After your tech completes the job, Klervo sends the client's link to your Google review page for one-click testimonials.

• Click the Update Company Data button for the changes to occur.

Subscription Management:

You can view, manage, and update payment for your Klervo subscription right from the settings area. Just scroll to the end to see the Subscription section, which includes:

• Current plan details

• Subscription status

• Important dates:

  • Start Date

  • End Date

• Available Actions:

  • "Change Payment Method" option

  • "Cancel" subscription capability