Customizing the invitation email you'll send to clients is one small way to create a memorable first impression. Here's how:
Step 1
Click “Firm Settings” from the top nav bar.
Step 2
Click "Edit" next to the advisor whose invitation template you wish to edit.
Step 3
Click "Invitation Message" followed by "Edit".
Step 4
Enter the message you'd like clients to receive when invited to join Everplans and click "Save".
All done!
Update this information at any time via the Firm Settings page.