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 do I customize Get-it-Dones?
Get-it-Dones are “calls to action” peppered throughout the Everplan. Since there’s bound to be some overlap between the services offered by your firm and the various items an Everplan covers, it’s...
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"...