Managing Your Clients
What is a Household Plan?
The Household Plan allows two users to share one Everplans account. Each user will have access to upload and input information for themselves, their partner, or both. Take a look to see how you can...
How do I import clients via Redtail?
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. Here's how: Step 1: Create An "Everpla...
How can I keep track of client use and activity?
To keep track of how your clients are using Everplans: - Click "Client List" from the top nav bar - Click the name of an individual client - Screenshots/more details TK
Is it possible to cancel an invitation I've already sent?
Absolutely - but only if your client hasn't already accepted your invite and confirmed their account. Here's how to cancel an invitation you've sent: Step 1 Click "Client List" from the top nav b...
How do I resend an invitation?
You can resend invitations to clients if needed. Here's how: Step 1 Click "Client List" from the top nav bar Step 2 Click the name of the appropriate client Step 3 Click "Resend Invitation" A...
How do I check the status of an invitation?
You can easily view the status of client invitations via your dashboard. Clicking on the name of each client will enable you to withdraw or resend an invitation.
I get an error message after uploading my spreadsheet. What gives?
To ensure that your invitations are read properly by our system, it’s essential that you save your Excel spreadsheet as a .CSV in the following format: For your convenience, a pre-formatt...
How should my spreadsheet be formatted?
You’ll need to set your spreadsheet up so that each client’s first name, last name, and email address occupy individual columns: Second, you’ll need to save your spreadsheet as a .CSV file. ...
How do I invite clients to use Everplans?
To invite an individual client to join Everplans: Need to invite multiple clients at once? Click here. Step 1 Click "Client List" from the top nav bar. Step 2 Click "Invite New Client." ...