Before you can begin importing clients via Redtail, you'll need to create an "Everplans" Tag Group that you associate with each client you intend to invite.
Step 1: Create An "Everplans" Tag Group
From your Contacts page, select "Tag Groups" from the Lists drop-down menu.
Next, click the Add button and enter "Everplans" in the name field. Click "Create Tag Group" when done.
Step 2: Associate Client Contacts With "Everplans" Tag Group
If you'd like to associate a single client, click the "Everplans" Tag Group followed by "Add Member" to search for their name. Click "Add Tag Member" when done.