How do I invite clients to use Everplans?

To invite an individual client to join Everplans:

Need to invite multiple clients at once? Click here.

Step 1

Click "Client List" from the top nav bar.
 

Step 2

Click "Invite New Client."
 
 

Step 3

Enter their full name and email address and click "Continue."

 


Step 4 (Optional but recommended)

Using the space provided, write a custom message to let your clients know what Everplans is all about. If you love what you come up with, use the checkbox to save it as a template for future invites.
 


Step 5

Click "Send Invite to Client"
 

 

To invite multiple clients to join Everplans:


Step 1

From the invite page, click "Invite Many At Once."
 

 

​Step 2

Click to upload your pre-formatted .CSV file (if you’d like, you can download our template to help you get started). Review your client list for accuracy and click "Continue."
 

 

Step 3 (Optional but recommended)

Using the space provided, write a custom message to let your clients know what Everplans is all about. If you love what you come up with, use the checkbox to save it as a template for future invites.
 

 

Step 4

Click "Send Invite to Clients."
 

All done!

Remember, you can always manage client invitations and activity from your Client List.
 
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