Getting Started

• How do I use my dashboard?
• How do I update my Contact Card?
• How do I customize my invitation email?
• How can I customize what my clients will see?
• How can I keep track of my remaining Everplans?

Managing Your Clients

• What is a Household Plan?
• How can I keep track of client use and activity?
• Is it possible to cancel an invitation I've already sent?
• How do I resend an invitation?
• How do I check the status of an invitation?
• I get an error message after uploading my spreadsheet. What gives?
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Managing Your Account

• What's two-step verification all about?
• How does two-step verification work?
• How do I enable two-step verification?
• Why am I asked for a code to login?

Understanding Your License

• Can other members of the team manage client accounts?
• How do I manage users at my firm?
• What's the difference between an Advisor and an Assistant?

Problems & Suggestions

• How do I report a technical problem or bug?
• How do I clear Everplans cookies?
• How do I make a suggestion for a feature or functionality I wish you had?

Everplans Professional Resource Center

• Everplans Knowledge Center
• Everplans Knowledge Center
• Everplans Resource Center