Getting Started

Everything you'll need to start using Everplans.

How do I use my dashboard?
Your dashboard offers an at-a-glance view of client activity that lets you know what to take action on next. From your dashboard you can: Monitor all invited clients, including those w...
How do I update my Contact Card?
Since your Contact Card will be visible to clients on their own dashboards, keeping it up-to-date (and to your liking) is important. Here's how. Step 1 Click "Firm Settings" from the top nav ba...
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 ...
How can I customize what my clients will see?
From the Firm Settings page, you can: Change the photo and contact details associated with your Contact Card Create a unique message for sending Everplans invitations to clients Use our Get-it...
How can I keep track of my remaining Everplans?
Keeping an eye on the number of plans on your license is easy - your dashboard displays this information each time you login to your account. Remember You can always click "Client List"...