How to Resell and use Prospecting Tool for Sub-Accounts

In this article, we will discuss how you can resell Prospecting Tool to your clients. * * * ## Pre-requisites ## Connect your Agency Stripe Account Your agency Stripe account will be used to collect subscription payments for Prospecting Tool from your clients. You can connect your agency Stripe account to your agency by following this help article - https://help.patientcopilot.ai/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard ## Enable the Prospecting tool from Reselling Tab To enable the Prospecting Tool, navigate to the Reselling Tab in your agency dashboard. From there, toggle the feature on to grant access to your sub-accounts.!(https://assets.patientcopilot.ai/e43a3a4bc9329a44.png) * * * ## Picking Your Plan You can pick your pricing plans on Agency left menu -> reselling screen We currently have a standard plan for all users 1. Pay-as-you-go plan that charges you a monthly subscription of / Location + you can resell it for an amount of your choice!(https://assets.patientcopilot.ai/751e475369478ed1.png) * * * ## Setting your Sales Price You can set your agency-wide offer by configuring it on Agency left menu -> reselling tab!(https://assets.patientcopilot.ai/4ba33dc71e8dab22.jpg) * * * ## Personalizing offers for certain clients If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details!(https://assets.patientcopilot.ai/8fda48c7c5b1b979.png)!(https://assets.patientcopilot.ai/16af5b54b5871833.png) * * * ## Disabling Offers for certain clients If you have certain clients that you do not wish to offer Prospecting Tool to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer Prospecting option.!(https://assets.patientcopilot.ai/15015a648d0fae3b.png) Please note: This offer can only be disabled before the sale has happened. Once a location already purchases Prospecting Tool, you can not disable it from here. * * * ## How do your Clients complete the purchase? Once your clients have discovered the feature, they can proceed to purchase Prospecting Tool from you by clicking on the Subscribe Now button.!(https://assets.patientcopilot.ai/361452630f09a446.png)!(https://assets.patientcopilot.ai/cefa2a02858211aa.png) When your client clicks the Continue button the system will create the subscription, process the payment, and take them to the Prospecting Tool dashboard. * * * ## How does the billing work? When your client purchases Prospecting Tool it creates 2 subscriptions in the System 1. Between your client’s card & your Stripe Account so you can collect payment from your clients 2. Between Patient Copilot & your card so you can paynth to Patient Copilot