So you want to get your new client their very own Ramsey+ subscription at the discounted rate for RPC's? Follow along and we will show you how to do that!
First, please note that you must have your client saved in the client manager within your RPC dashboard. Without a saved client record, you will not be able to purchase the discounted membership for them.
If your client is already saved in the RPC client manager, please follow the steps below to purchase the discounted Ramsey+ membership:
- Go to the "Client Manager" section.
- Select the client you wish to purchase Ramsey+ for. If the client is not in your list, you can create a new client record.
- Click on "View Details."
- Locate the "Ramsey+ Membership Status" and click on "Buy Ramsey+ for this client."
- Read through the instructions carefully, especially the part about selecting "Send as a gift."
- Click on "Buy Ramsey+."
- You will see the discounted price. Click on "Proceed to Checkout."
- Check the box next to "Send as a gift" and fill out the form with your client's information.