Account Settings and Profile Management

Overview

Account Settings (/account) is your central hub for managing your profile, coach relationship, subscription, and data imports. On desktop, the page has a scroll-spy side navigation so you can quickly jump to each section.

Accessing Account Settings

Click your name or avatar in the top-right corner
Select Account Settings

Or go directly to /account.

Side Navigation

On desktop, a fixed side navigation follows you as you scroll, with links to each section:

Profile
My Coach
Subscription & Billing
Import Data

Click any link to jump to that section.

Profile

Update your personal details:

Name - Your display name across ClarityNOW
Email - Your login email address
Phone - Contact phone number
Title - Professional title (e.g., "Team Leader", "Broker Associate")
City - Your city
State - Your state
Avatar - Upload or change your profile photo

Click Save after making changes.

My Coach

This section shows your current coaching relationship:

Current coach - Your assigned coach's name and contact info
Change Coach - Select a different coach from available coaches
Remove Coach - Disconnect from your current coach

Subscription & Billing

This section is visible to account owners only.

Plan name - Your current subscription (Pro, Business+, or Enterprise)
Status badge - Shows Active or Cancelled (with "on grace period" if applicable)
Manage Subscription - Click to go to /subscriptions for full billing management, plan changes, and payment updates

Need to update payment? See Updating Payment Information for step-by-step instructions.

Import Data

This section is visible to account owners only.

Import your existing data into ClarityNOW:

Select the import source from the dropdown:
- ClarityNOW - General Smart Import for CSV/XLSX files
- Sisu - Dedicated Sisu migration tool
Click Continue to Import to launch the import wizard

The button only appears after you select a source.

Import guides: See Importing Data with Smart Import or Importing Data from Sisu for detailed walkthroughs.

Reactivate Account

If your account has been cancelled or is inactive, a Reactivate Account modal may appear with:

A warning about your current account status
A Reactivate button to restore your subscription and access

Importing Data with Smart Import - AI-powered data import from any spreadsheet
Importing Data from Sisu - Dedicated migration from Sisu
Updating Payment Information - Manage billing and payment methods
Subscription Plans - Compare plan features
Roles and Permissions - Understand access levels and manage permissions