Use Advisor Settings → Advisor to enter the practice information used by supported Kerdora reports and scheduling. The available fields are Name, Firm name, Disclosures, and Calendar link.
Complete the Advisor section
Select your profile menu in the top-right corner.
Select Advisor Settings.
Under Advisor, enter Name and Firm name.
Enter the approved report language in Disclosures.
Paste the complete scheduling URL in Calendar link, including
https://.Wait briefly for the settings to autosave, then reload the page and confirm the values persisted.
Advisor-setting edits save after a short delay. There is no separate Save button on this page.
What each field controls
Name identifies the advisor in supported report output.
Firm name provides the practice name used by supported branding and report experiences.
Disclosures prints on supported PDF reports when the field is not empty.
Calendar link supplies the destination for the portal scheduling action when that action is available.
The Advisor section is not the place to upload a logo or choose a color. Use Appearance on the same Settings page for those controls.
Verify the client-facing result
Open a test client.
Generate a supported PDF report and confirm the advisor information and disclosures.
Preview the client portal and test the scheduling action.
Correct the source field in Advisor Settings if the result is wrong.
Kerdora stores and presents the text you enter. Confirm disclosure language with your compliance resources; Kerdora does not determine which disclosure language your firm is required to use.
Common questions
Why is there no Save button?
The Advisor fields autosave after a short delay. Reload Settings to verify a material change.
Why does the calendar action not appear or open correctly?
Confirm Calendar link contains a complete public URL and test it in a private browser window. Kerdora links to the scheduling service; the booking itself is handled by that service.
Where do I change the logo and brand color?
Use Advisor Settings → Appearance. The Advisor section contains identity, disclosure, and calendar fields.