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

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."
