How do I customize my invitation email?

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.

Have more questions? Contact us