We know planning an event can be stressful and overwhelming! We truly hope RPC lightens your load by helping keep track of your vendors, contracts, proposals, invoices, payment methods, documents, reminders, and more! All this while being completely free. You will never have a fee for using your RPC client account.
Video tutorial of a client account on RPC
Keep reading for tips about using your free, RPC client account.
Your dashboard
This is where you'll see your event date, upcoming payments, vendor connections and most importantly - your notifications.
Notifications
Notifications help keep you on track! Here you'll see confirmations of new proposals, contracts or invoices, files that have been shared with you, upcoming due dates, and more. Don't worry - we also send you emails for important due dates too!
Note, you can archive notifications you no longer need to see by clicking the trash can icon.
My Wallet
This is one of the most important pages to check out when you sign up for RPC! The My Wallet page is where you can securely store payment methods.
Add a payment method
Just click the "+ Account" button to add as many credit/debit cards as you would like - and link as many bank accounts. This is a great way to distribute payments across various payment methods. Hint: to easily keep track of payment methods, add a "nickname" to each account.
View and export payment history
Here you're able to view and export all invoice payments you've made to make budgeting easier! Just click the green arrow on the top right of the page to expand your payment table. Or click the pink paper icon to export as a .pdf or .csv file.
Two ways to pay your vendors
ACH/Band Transfer payment - this method is completely free and allows you to instantly and securely link your bank account. This allows you to make a completely free payment.
Credit card/debit card - this method incurs a 2% payment processing fee and it allows you to pay using a Visa, Mastercard, American Express, or Discover card.
Cash or checks
If your vendor accepts cash, check, or other payments, this is where you will see them recorded. If you wish to make a payment this way, please work directly with your vendor as they will need to record the payment for you.
Hope this gives you a jump start on using your RPC account! If you have ANY questions about navigating your account, please reach out to us at [email protected]
Permissions
If you're working with a planner and you'd like to give them added "permissions" to sign contracts from other vendors on your behalf, pay invoices, invite vendors, and manage your folders, head to your "Vendors" page. Then click the 3-dot icon and select "Edit permissions":
Next, view the list of available permissions and determine what you'd like to turn on. This is the perfect way to take some of the weight off of you during your planning process!
Note: when paying invoices on your behalf, your planner will not see your payment information - only the last 4 digits of your payment method will be visible.
Folder
Have a bunch of photos, files, and notes that you're trying to keep track of prior to event day? Bring them all into your RPC account so you can easily view and share them!
Click on your "Folder" page, then upload any and all files you'd like to reference. You can upload any major file type (including audio and video) so the sky's the limit! Then decide if you'd like to share the files with your RPC vendors. You'll be able to access the files from your desktop or mobile so if you're on the go, that's no problem! Note: this is where your vendors will share files with you!