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Account Snapshots (39)
Overview
Industry Snapshots (14)
Industry Snapshots
Automotive Detailing Snapshot
Bookkeeper Snapshot
Career Coaching Snapshot
Chiropractor Snapshot
Family Law Snapshot
Gym Snapshot
Hair Salon Snapshot
Marketing Agency Snapshot
Plumbing Snapshot
Property and Casualty Insurance Snapshot
Real Estate Agent Snapshot
Steakhouse Snapshot
Travel Agency Snapshot
Web Designer Snapshot
Snapshots (25)
Snapshots
Assets Protected Snapshots ( Called "IP Protected" Earlier )
Copy Custom Contact Views Using Snapshots
Create a New Sub-Account Using Snapshot
Creating Custom Objects using Snapshots
Creating New Snapshots in Patient Copilot
Granular Permissions for Snapshots
How to Easily Replicate Documents and Contracts Setup Across Different Accounts
How to Import Snapshots
How to Share Snapshots
How to View Snapshot Assets
Integrated Onboarding for Snapshots
Load Snapshots Into Existing Sub-Account
Manage Linked Assets in Snapshots
Manage Snapshot Push Settings for Individual Sub-Accounts
Pushing & Loading Snapshot Updates to Client Accounts
Refresh or Update Snapshots
Rolling Notifications for Snapshot Push
Shared Snapshots Summary: Track Daily Snapshot Import Activity
Snapshot Load Retry
Snapshot Management: Selective Asset Snapshots and Force Snapshot Creation
Snapshot Notification Preferences
Snapshot Push Update History
Snapshots - Overview
Snapshots - WordPress Support
Voice AI Configuration Support for Snapshots
Add-ons & Sales Trainings (3)
Overview
Compliance (1)
Compliance
GDPR Compliance and Data Privacy
Sales Trainings and Case Studies (1)
Sales Trainings and Case Studies
Add-Ons (Formally Marketplace) Quick Reference Guide
Whitelabel Desktop App (1)
Whitelabel Desktop App
How to Set Up a Whitelabel Domain for the Desktop Web App
Agency Reporting (3)
Overview
Rolled Up Reporting (3)
Rolled Up Reporting
Agency Rolled-up Reporting
How to Export a List of Sub-Accounts
Setting Up Automated Email Reports for Sub-Accounts with the Report Scheduler
Agency View (57)
Overview
Account Snapshots (1)
Account Snapshots
Snapshots: Introducing the New Design System (UI)
Agency Dashboard (5)
Agency Dashboard
Agency Dashboard for Rebilling
Agency Dashboard - SaaS Analytics & MRR
Agency Dashboard: Summary Tab
Patient Copilot vs Profitwell vs Stripe MRR
Selling Marketplace Snapshots with SaaS Plans
Agency Launchpad (1)
Agency Launchpad
Agency Launchpad
Agency Settings (5)
Agency Settings
Agency Billing - Wallets & Transactions Summary
Labs Features - Complete Overview
Reputation Management – Drip Mode in Reviews AI
SaaS: Multiple Payment Providers/UI Enhancement
Subaccount Launchpad
AI Agents Contest (2)
AI Agents Contest
How to Enable Support Access for Your Patient Copilot Account
Patient Copilot AI Agents Contest 2025 –K Prize Pool
Core Functionality (7)
Core Functionality
Create and Customize Prospecting Widgets for Your Website in Patient Copilot
How to Customize Your Prospect Report Layout
How to find Leads for your business using Prospecting Tool
How to Generate Leads Using the Patient Copilot Prospecting Tool
Prospecting Tool - Customize and Reorder Your Report Sections!
Service Area Businesses in Prospecting: Search, Audit, and Generate Heatmaps
Step by Step how to generate Prospects by AI
Marketing Audit Reports (6)
Marketing Audit Reports
Multilingual Prospect Report Sharing (Prospecting Tool)
Prospecting Tool: Grading Sheet and Sidebar in Marketing Report
Step-by-Step Guide on Customizing Audit Report Sections
Understanding the Differences Between Free and Premium Marketing Audit Reports
Understanding the Grades in Your Marketing Audit Report
Workflow Action: Generate Marketing Audit Report
Performance Metrics (2)
Performance Metrics
Analytics Dashboard for Prospecting in Subaccounts
Prospecting Tool: Review Response Time Metric
Premium Prospecting (7)
Premium Prospecting
Free vs Premium Prospecting in Patient Copilot
How to find Business Maps URL for your Virtual Businesses to Generate Accurate Reports
How to Use Google Ads Detection in the Prospecting Tool
How to Use SEO Heatmaps in Patient Copilot’s Prospecting Tool
Prospecting Tool - Fully Customizable Prospect Report Builder
Technostack Analysis: Understanding the Digital Marketing Ecosystem of Your Prospects
Workflow Trigger for New Prospects in the Prospecting Tool
Prospecting Subscription (2)
Prospecting Subscription
How to Cancel Your Prospecting Tool Subscription in-app
How to Share Agency Prospecting Premium Subscription with a Sub-Account
Prospecting Tool (13)
Prospecting Tool
Bulk Prospecting in Patient Copilot
Customize & Export Marketing Audit PDF Reports (With Multi-Language Support)
How to Reach Out to Prospect Leads Generated via the Prospecting Tool
How to Resell and use Prospecting Tool for Sub-Accounts
Manage Prospect Statuses and Onboarding in Prospecting
Prospecting at Sub Accounts: Complete Guide Benefits & Setup
Prospecting: Competitor Analysis Report
Prospecting Free Tier in Agency Sub-Accounts
Prospecting Tool - AI Recommendations for New Agencies
Prospecting Tool: Categorization for Prospects
Prospecting Tool - Interactive Heatmap, Customization & Competitors in SEO Analysis
Prospecting Tool - Migrate Prospects from Agency to Sub-Account
Prospecting Widgets: Multi-Language Support & Localization Improvements
Reselling (2)
Reselling
How to Cancel Location Subscriptions from the Agency Billing Page
SaaS: Reselling Add-Ons with SaaS Plans
SaaS Configurator (1)
SaaS Configurator
Customize Default Naming Conventions for New SaaS Accounts
Sub-Accounts (3)
Sub-Accounts
New Sub-Accounts List UI Agency Plans
Smart Prompts for Bulk SaaS Enablement
Tabular View for Sub-Accounts List
AI Employee (143)
Overview
Agent Studio (20)
Agent Studio
Agent Studio - Multi Agent System Builder
Agent Studio Overview
Agent Studio - Router Tool (AI & Conditional Router)
Agent Studio Template Library: Build AI Agents Faster with Reusable Templates
How AI Agents Use the Knowledge Base Tool to Answer Customer Inquiries
How to Build Smarter AI Agents Using AI Agent Node in Agent Studio
How to Build Structured Agent Flows Using Sequential Node in Agent Studio
How to Clone and Share Agent Studio Agents Using Snapshots
How to Collect User Inputs with Capture Tools in Agent Studio
How to Create AI Content with Generative AI tools In Agent Studio
How to Create and Manage Folders in Agent Studio
How to Set Up Agent Studio Triggers for Real-Time Starts
How to Test and Debug AI Conversations in Agent Studio
How to Use Brand Voice and Brand Kit in Agent Studio
How to Use Custom Values and Variables in Agent Studio
How to Use the AI Agent Studio in Patient Copilot
How to Use Web Search Tool in Agent Studio for Real-Time Responses
Import cURL in Agent Studio API Call Tool
Important Update: Agent Studio is Being Reshaped
What Is Graph Builder Copy, Paste, and Bulk Delete in Agent Studio?
AI Employee (10)
AI Employee
Agent Logs Metrics
Agent Logs Overview
AI Employee Overview
AI Product Pricing
AI Tools in Patient Copilot
AI Usage Dashboard
Google sheet integration for Knowledge Base
How to Use Public APIs in Agent Studio
Introducing AI Build Hours
Season of AI Promotion Ending Information & FAQ's
AI Studio (5)
AI Studio
Advanced SEO Support in AI Studio
AI Studio in Patient Copilot
Code Editor in AI Studio
Connect Forms and Calendars in AI Studio
Visual Edits in AI Studio
Ask AI (12)
Ask AI
Ask AI + Agent Studio Integration
ASK AI Sessions Pricing Overview
Contact Summary Agent in Ask AI
Conversational Editing of Content with Ask AI
Funnel Creation Agent in Ask AI
How To Create and Attach Knowledge Bases with Ask AI
How to Generate and Edit Images Using Ask AI
How to Use Scheduled Tasks in Ask AI to Automate Prompts
How to Use the MCP Server within Ask AI
Introduction to Ask AI Assistant
Using Ask AI Artifacts and Mermaid Diagrams in Patient Copilot
Using Ask AI to Create and Update SaaS Plans
Content AI (3)
Content AI
Brand Voice Integration in Content AI
How to Find Past Records of Content Generated by Content AI
Thumbs Up/Down Feedback for Content AI
Content AI in Social Planner (2)
Content AI in Social Planner
Content AI: Guided Content Questions in Social Planner
Content AI with Social Planner
Conversation AI (18)
Conversation AI
Bot Status for Individual Contacts
Cancellation and Rescheduling of Appointments in Form Based Bots
Configure Response Settings in Conversation AI
Conversation AI Agents Dashboard
Conversation AI Dashboard: All-Agent Analytics
Conversation AI Email Channel Support
Conversation AI Flow Builder
Conversation AI: Multiple Calendars Support for Appointment Booking
Conversation AI - New Knowledge Sources & Quality Upgrades
Conversation AI Public API
Conversation AI: Snapshot Support - How to Snapshot Fully Configured Conversation AI Bots
Conversations AI Bots can now Respond to Audio
Conversations AI Bots can now Respond to Images
Forward Emails from Conversations in Patient Copilot
Guided Form Based Setup for Conversation AI
How to Generate Conversation Summaries and Transcript in Conversation AI
Managing Granular Permissions For Conversation AI Agents
Using Conversation AI on Mobile (Patient Copilot & LeadConnector)
Conversation AI - Goals, Prompts, & Actions (8)
Conversation AI - Goals, Prompts, & Actions
AI Action Logging & Filtering in Conversations
Appointment Booking in Conversation AI
Bot Actions - Add Contact Info
Bot Goals Feature: Complete Guide
Conversation AI - Auto Follow-Up Action
Conversation AI - Human Handover Action
Conversation AI - Transfer Bot Action
Customize your AI responses using Prompts
Conversation AI - Training Bots (6)
Conversation AI - Training Bots
Conversation AI: Audit, Review, and Edit Crawled Website Data
Conversation AI: New Query Detection Flow
How to Use Knowledge Base Triggers in Conversation AI
Response Info for your AI message
Training Your Conversation AI Bot
Web URLs and Links
Conversation AI + Workflows (3)
Conversation AI + Workflows
Conversation AI: Live Chat Channel in Workflow Action
Trigger a Workflow within Conversation AI
Update Conversation AI Bot and Status - Workflow Action
Email AI (1)
Email AI
Email Campaign Agent (Beta)
Getting Started w/ Conversation AI (5)
Getting Started w/ Conversation AI
Advanced Settings Overview - Conversation AI
Conversation AI Bot - Explained
How to Use Conversation AI in the Mobile App
Primary vs Non-Primary Conversation AI Bots
Setting Up Conversation AI
Knowledge Bases (7)
Knowledge Bases
AI Employee - Knowledge Base Tables
Auto Refresh of Knowledge Base Trained Links
How to Download Knowledge Base Tables in CSV
Knowledge Base - Document & Rich-Text Support
Knowledge Base Overview
Knowledge Base - Web Crawler
What is the Knowledge Base Retrieval Tester?
MCP Server (2)
MCP Server
Automate Workflows with Patient Copilot MCP and N8N
How to Use the Patient Copilot MCP Server
Voice AI (38)
Voice AI
AI Voice Agents Overview
Appointment Booking in Voice AI
Call Logs for Voice AI Agents
Folders for Voice AI Agents
How Auto-Translated Greetings Work in Voice AI
How to Create Voice AI Agents
How to Edit a Voice AI Agents Voice
How to Upgrade Your Voice AI Agent for a Better Call Experience
How to Use the Prompt Evaluator in Voice AI
Idle Reminder Timer
Inbound Call Flow for Voice AI calls
Knowledge Base Integration for Voice AI Agents
LU25 Voice AI Chat Widget reCAPTCHA Protection
Managing Granular Permissions for Voice AI Agents
Number Pool Support in Voice AI Agents
Separate During and Post Call Actions
Test Call Logs visible in Voice AI Dashboard
Testing Voice AI Agents
Twilio Numbers Support
Updated Post Call Email Notification Options
Use Web Call to Test Voice AI Agents Without Buying a Phone Number
Voice AI - Agent Logs
Voice AI: Agent Transfer
Voice AI Agents Dashboard
Voice AI Custom Actions
Voice AI Custom Variable Support in Prompt
Voice AI - Edit Prompts with AI
Voice AI - Exposed System Prompts for Agents
Voice AI: Multi-Language Support
Voice AI: Noise Cancellation & Backchanneling
Voice AI Outbound Calling
Voice AI Outbound Calling Compliance Checks
Voice AI Outbound Calling Dashboard
Voice AI - Prompt Optimizer
Voice AI Public APIs
Voice AI Public APIs in Patient Copilot
Voice AI: Translation Service for Call Transcript & Summary
Working hours for AI Employee
Workflow AI (3)
Workflow AI
AI-Powered Custom Code Generation in Workflows
Voice Dictation in AI Builder & Assistant
Workflow AI Assistant
App marketplace (21)
Overview
App Marketplace - Pricing (4)
App Marketplace - Pricing
App Marketplace - Refund Policy
Changing Your App Pricing Plan in the App Marketplace
One-Time Pricing Model in the App Marketplace
Usage Based Pricing on App Markeptlace
Conversation AI and Voice AI Templates on Marketplace (1)
Conversation AI and Voice AI Templates on Marketplace
How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation
Get Started w/ App Marketplace (8)
Get Started w/ App Marketplace
API Center of Excellence | Python and PHP SDKs
API Security - OAuth Consent for Marketplace Apps
App Marketplace - Agency Control Over Daily Usage Limits for Usage-Based Apps
App Marketplace- Agency Reselling for Apps with Usage-Based Pricing
App Marketplace - Earnings Dashboard
Automated Webhook Retries
How to Leave a Review for an App in the Marketplace
What is the App Installer Details API?
Snapshots in App Marketplace (2)
Snapshots in App Marketplace
How to get snapshot URL?
Selling Snapshots on the App Marketplace
View, Install & Uninstallation Apps (3)
View, Install & Uninstallation Apps
Agency-Level Marketplace Apps Installation
App Marketplace Uninstall Feedback
White Label Payment Provider Solution for NMI & Authorize.net
Workflow Triggers & Actions (3)
Workflow Triggers & Actions
Marketplace Apps - Managing External Connections
Marketplace Workflow Actions
Marketplace Workflow Triggers
Calendars & Appointments (125)
Overview
Calendar Availability Settings (2)
Calendar Availability Settings
Adjusting Availability Settings for Individual Calendars
Schedules - Centralized Availability Management
Calendar FAQ's (2)
Calendar FAQ's
Can I Show Multiple Calendars Without Using a Calendar Group?
Disable Contact Timezone - How to Remove Ability to Adjust Timezones When Scheduling
Calendar Groups (4)
Calendar Groups
Adding Unassigned Calendars to Groups
Deactivating Calendar Groups
How to Find Group Calendar ID in Patient Copilot
Patient Copilot Group Calendar Overview and Setup Guide
Calendar Integrations (12)
Calendar Integrations
Calendar Integration Disconnection Notifications
Guide To iCloud Calendar Integration
Hide Third-Party Calendar Details
How Calendly Syncs With Patient Copilot Calendars
How to sync Patient Copilot Calendars With Outlook
iCloud - How to Integrate iCloud with Patient Copilot Calendars
Integrate Calendly with Patient Copilot Calendars
Integrating Google with Patient Copilot Calendars
Integrating Outlook with Patient Copilot Calendars
Integrating Zoom with Patient Copilot Calendars
Microsoft Teams Integration For Calendars
Reserve with Google Integration - Local Services Ads (LSA)
Calendar Rooms & Equipment (2)
Calendar Rooms & Equipment
Creating Rooms in Patient Copilot
How to Create Equipment
Calendar Service Menus (1)
Calendar Service Menus
How to Create Service Menus for Calendars
Calendar Settings & Preferences (13)
Calendar Settings & Preferences
Assigning a Primary Calendar
Buy Now, Pay Later with Klarna and Affirm in Calendars
Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications
Calendar Scheduling Conflicts
Calendar View Enhancements
Collecting Payments in Calendars
Configure Recurring Calendar Appointments
Configuring Calendar Widget Style (Classic & Neo)
Custom URL for Unassigned Calendars
How to Use List View in the Patient Copilot Mobile Calendar
Patient Copilot Voice AI: Book Across Multiple Calendars (Intent‑Based Selection)
PayPal in Calendars
Setting Up Linked Calendars & Conflict Calendars
Class Booking Calendars (2)
Class Booking Calendars
Class Booking Calendar Overview
How to Create a Class Booking Calendar (Seats, Capacity & Availability Explained)
Collective Booking Calendars (3)
Collective Booking Calendars
Collective Booking Calendar Use Cases
Collective Bookings Calendar Overview
Creating Collective Booking Calendars
Creating Calendars (21)
Creating Calendars
'Look Busy' in Calendar Settings
Calendar Availability - Weekly Working Hours & Date-Specific Hours
Calendar Widget Customization
Calendar Widget Reorder
Cancellation & Reschedule Policy (Booking Widget)
Collect Payments with Recurring Appointments (Booking Widget)
Consent checkbox for compliance
Google Organic Booking
How To Duplicate A Calendar
How to Schedule Recurring Appointments on the Mobile App
How to Set Up a Personal Booking Calendar with Patient Copilot
How to Use Service Calendars in the Mobile App
In App Calendar view
Multiple Meeting Location Selector in Calendar
One Time Link
Partial Payment: Collect Deposit Amount
Recurring Appointments
Restore Deleted Calendars
Show seats per slot for Class booking on the booking widget
View Appointments in Your Preferred Timezone on the Mobile App
View Calendar & Appointments in User Timezone
Customizing Calendars (3)
Customizing Calendars
Adding Custom Forms to Calendars
Customizing Calendar Colors
How to Use the Rich Text Editor to Enhance Your Calendar Descriptions
Getting Started w/ Calendars (4)
Getting Started w/ Calendars
Add Guests Features in Calendar Bookings
Embedding Patient Copilot Calendars using HTML Code
User Permissions in Calendars
Using Custom Values in Calendars
Mobile App (2)
Mobile App
How to Book Service (v2) Appointments Using the Mobile App
How to Create and Send Personalized Videos from the Patient Copilot Mobile App
Rentals (12)
Rentals
Blocked Slots for Rental Listings
Calendar View for Rentals
Configuring Pricing & Discounts
Create & Edit Listings
Creating a Booking
Editing a Rental Booking
Global Settings in Rentals
How To Enable Rentals in Public Beta
Overview of Bookings
Rentals Calendars - Overview & How to Get Started
Taxes for Rentals
Understanding Listings & Categories
Round Robin Calendars (4)
Round Robin Calendars
Appointment Distribution Logic for Round Robin Calendars
Managing Team Member Assignments in Round Robin Calendars
Round Robin Calendar Staff Selection
Round Robin Calendars: Setup, Distribution & Availability Explained
Scheduling Appointments (9)
Scheduling Appointments
Coupon Codes in Calendars
Create Appointment Note - Workflow Action
How to Create & Manage Appointment Notes & Sync them Across Records
How to Manage Appointments with Appointment List View
Manually Booking Calendar Appointments
Payments Tab in Calendars
View Custom Form Submissions (Appointment Side Drawer)
View Form Submissions in Appointment Modal
Workflow Action: Book Appointment
Service Calendars (8)
Service Calendars
Automotive Detailing - Service Calendar Setup Guide
Barbershops - Service Calendar Setup Guide
Dog Groomer - Service Calendar Setup Guide
Hair Salon - Service Calendar Setup Guide
How To Create Service Calendars
MedSpa - Service Calendar Setup Guide
Photographer - Service Calendar Setup Guide
Yoga Studio - Service Calendar Setup Guide
Services (15)
Services
Add-ons in Services
Ask the Booker Location for Services (v2)
Ask the Booker Location Support for Service v2 Mobile Appointments
Calendar View - Services
Categories in Services
Configuring Staff in Services
Global Settings in Services
How to Create Services?
Locations in Services (v2)
Manage Service Appointments in the Appointment Modal
Resources in Services
Services - Overview & How to Get Started
Services (v2) – Reporting Guide (Migrate from old widgets)
Taxes and Processing Fees for Services (v2)
Workflow Trigger – Service Booking (Services v2)
Simple Calendars (1)
Simple Calendars
How to Create Event Calendars
Troubleshooting Calendars (5)
Troubleshooting Calendars
How to Re-Integrate Google Calendar for a User
Troubleshoot and Fix Calendar Double Booking in Patient Copilot
Troubleshooting Tool for Calendar
Why Appointment Time Slots Are Missing on Your Calendar
Why Google Calendar Integration Breaks
Certificates (16)
Overview
Certificate cloning (1)
Certificate cloning
Cloning Certificate Templates Across Locations
Issue Badge (2)
Issue Badge
Automate Badge Issuance in Workflows (Using “Issue Certificate” Action)
How to Use Badges in Certificate Builder
Issue Certificates (9)
Issue Certificates
Certificates: Snapshot & Clone Support
Contact Custom Fields In Certificate Builder
Default Certificates in Courses & Category Completion Certificate
Export Issued Certificates as CSV
How to Send a Certificate After Passing a Quiz or Assignment
How to Set Expiry Dates for Certificates
How to Set Manual Expiry Dates for Templates
Set frequency for certificate expiry reminders (emails)
Share and Download Certificates in Patient Copilot
Templates (4)
Templates
Create a Template
How to Import a Canva Project into Credentials (Certificates & Badges)
How to Toggle Certificates User Permissions + Undo & Redo Functionality
Manual Certificate Email Template
Client Portal (19)
Overview
Client Portal (19)
Client Portal
App Permissions in Client Portal: Enabling/Disabling a child app
Chat Widget Integration with the Client Portal
Client Portal App - Custom mobile app notifications
Client Portal Branded Mobile App: Setting up branding of your app
Client Portal Dashboard
Client Portal Dashboard Revamp and Associated Contracts
Client Portal - Edit Default Email Templates
Client Portal SSO Magic Links: Enable One-Click Access to Client Apps
ClientPortal Builder Enhancement Pack
Give community groups access via Contacts
How Email Notifications Work for Invoices, Estimates & Contracts in the Client Portal
How to Force app updates on the Client Portal mobile apps
How to set up the Client Portal?
How to Use Assignments in Courses
Notification Preferences for Courses in the Client Portal
Notifications inside Client Portal
Quick Start Guide - Kollab (iOS & Android)
Subscription Management in Client Portal
View and Manage Estimates in the Client Portal
Companies (5)
Overview
Introduction to Companies (4)
Introduction to Companies
Company Based Workflows - Company Triggers & Actions
Export Companies (CSV Download)
Getting Started with Companies
Import Contacts and Automatically Create Associate Companies
Managing Company records (1)
Managing Company records
Bulk Delete for Companies
Compliance (3)
Overview
Compliance (3)
Compliance
HIPAA Compliance With Patient Copilot
Minimum Advertised Pricing Policy (“MAP Policy”) FAQs August 2024
Patient Copilot Achieves SOC 2 Type II Certification
Contacts (38)
Overview
Bulk Actions (7)
Bulk Actions
Adding Contact Tags to Multiple Contacts
Bulk Actions For Contacts & SmartLists
Contacts - Export as CSV Upgrade
How to Add Contacts in Bulk to a Workflow
Importing Contacts and Opportunities via CSV
New Drip Mode Architecture for Bulk Actions
Removing Contact Tags From Multiple Contacts
Contact Details View (4)
Contact Details View
Activity Section Upgrade
Contacts – All-New Contact Detail Page
How to Create Subscriptions & Invoices from Contact's Profile
How to Customize the Contact Detail Page
Contacts (6)
Contacts
Contact and Opportunity Followers in Patient Copilot
Contact Types
Contacts: Sync Attachments to Document Management Tab
Internal Tasks for your Team
Restore Deleted Contacts or Undo Bulk Deletes
Workflow - Adding and Removing Followers for Contacts
Contacts and Other Modules (1)
Contacts and Other Modules
How to Share and Manage Documents via Client Portal and CRM?
Getting Started with Contacts (1)
Getting Started with Contacts
Importing Contacts using a CSV file
Smart Lists (18)
Smart Lists
"Add Contact" Form Upgrade and Customizations
Adding Files To Contacts using a Custom Field
Adding Multiple Phone Numbers for a Contact
Advanced Filters in Smart Lists
Company Object Feature: A Manual Way to Organize Contacts
Contact Activity Tab on Mobile
Contact Date Of Birth Field (Birthday)
Contact Profile Picture
Contacts - Manage and Merge Duplicates
Contacts – Revamped List View & SmartLists
CSV File Format for Importing Objects
FAQs
How to Create & Manage Smart Lists
How To Delete Contacts and Their Data
How to Manage Multiple Email Addresses for a Contact
How to Merge Duplicate Contacts in Patient Copilot
How to Use Do Not Disturb (DND)
Troubleshooting Bulk Imports Via CSV
Updating Contact Properties (1)
Updating Contact Properties
Associating Contacts using Custom Labels
Conversations (27)
Overview
Conversations (26)
Conversations
Attachments Made Easy in Conversations
Contact Engagement score
Conversations - Activity Cards
Conversations FAQs
Conversations: Group Chat for SMS (Mobile & Desktop)
Conversations - How to Add Internal Comments & Mention Users
Conversations - How to Setup & Track SLAs
Conversations - Snippets
Getting Started with the Conversations Tab
Guide to Quick Replies for Facebook & Instagram
How to Access Form Submissions in Conversations
How to Create and Share Conversation Views
How to Save Draft Messages in Conversations
How to Track SLA Performance in Conversations
Instagram DM - Workflow Action
Internal Chat: Private Team Communication
Live Chat
Overview of Conversation Filters
Select SMS To and From Numbers
Signed URL File Upload API
Understanding Manual Actions in HiRise Design
Understanding Snippets in HiRise Design
Understanding Trigger Links in HiRise Design
View & Edit AI Response Info in Conversations
Web Chat inside Conversations
Workflow Action - Log External Call
Manual Actions (1)
Manual Actions
How To Add a Manual Call Action to a Workflow
CRM (11)
Overview
Actions (3)
Actions
CRM Notes Association – Link Notes Across Contacts & Opportunities
Efficiently Using Patient Copilot Notes for Managing Contacts, Opportunities and Company Records
Tasks Across Multiple Objects
Associations (2)
Associations
Association Limits
Associations Between Opportunities, Companies & Custom Objects
Import / Export (2)
Import / Export
How to Bulk Import Companies Using a CSV File
Import data from HubSpot
Managing your CRM Views (4)
Managing your CRM Views
CRM FAQs
How to Rename Standard Objects in Your CRM
Searching an Object Record
Viewing Your CRM Records: List Views, Sorting, and Filters
Custom Objects. (17)
Overview
Getting Started with Custom Objects (11)
Getting Started with Custom Objects
Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks
Creating and Editing Custom Objects
Creating and Updating Custom Object Records
Custom Object Templates
Custom Object Templates: Pre-Built CRM Setup in One Click
Custom Objects In All Plans + Higher Limit
Custom Objects - Real Estate Case Study
Getting Started with Custom Objects
Notes on Custom Objects in Patient Copilot
SmartLists for Custom Objects
Using Custom Objects in Workflow Actions and Triggers
Managing Custom Object Records (6)
Managing Custom Object Records
Advanced Filters for Custom Objects
Bulk Delete for Custom Object Records
Custom Object Audit Logs
Custom Objects - Unique Fields Support
List View for Custom Objects: Sort, Filter, and Manage Records
Using Notes in Custom Objects
Customer Support (29)
Overview
Billing Support (2)
Billing Support
Patient Copilot Pricing Guide
Wallet - Auto Recharge, Smart Adjustment and Cancellation
General Support Info (4)
General Support Info
24/7 Customer Support Options
Accessibility Enhancements - Topbar & Help Drawer
How to Submit Feedback or Report a Bug in Patient Copilot
Troubleshooting Zoom Issues in Patient Copilot Support Calls
Legal (3)
Legal
Accessibility at Patient Copilot
Patient Copilot Platform Updates - What’s Changed
Texas SMS Safeguard – One-Toggle Block for SB 140
Premium Support Upgrade (2)
Premium Support Upgrade
How to Upgrade to Premium Customer Support
Overview of Premium Customer Support
Software Migration Guides (18)
Software Migration Guides
ActiveCampaign to Patient Copilot (Migration Guide)
Calendly to Patient Copilot (Migration Guide)
ClickFunnels to Patient Copilot (Migration Guide)
ConvertKit to Patient Copilot (Migration Guide)
Hubspot to Patient Copilot (Migration Guide)
Jotform to Patient Copilot (Migration Guide)
Kartra to Patient Copilot (Migration Guide)
Keap to Patient Copilot (Migration Guide)
Klaviyo to Patient Copilot (Migration Guide)
MailChimp to Patient Copilot (Migration Guide)
Managing Course Drip Settings in Patient Copilot
Pipedrive to Patient Copilot (Migration Guide)
Salesforce to Patient Copilot (Migration Guide)
Skool to Patient Copilot (Migration Guide)
Squarespace to Patient Copilot (Migration Guide)
Typeform to Patient Copilot (Migration Guide)
Wix to Patient Copilot (Migration Guide)
Zoho to Patient Copilot (Migration Guide)
Dashboards (38)
Overview
Configuring Dashboards (2)
Configuring Dashboards
How to Create Dashboard Templates
How to Customize Dashboard Themes
Dashboard Widget Types (2)
Dashboard Widget Types
Email Widgets
Visitor Data Widgets
Dashboard Widgets (21)
Dashboard Widgets
Custom Metrics — Metric-level Filters, Meta Ads & Google Analytics Support
Customizing Dashboard Widgets
Dashboards: Custom Object Widgets and Insights
Dashboards: Meta Ad Widgets and Insights
Duplicating widgets on a dashboard
FAQs
Google Analytics Widgets in Dashboard and Custom Reports
How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
How to add attribution and UTM parameters as filters on custom widgets
How to Add Insight Widgets to Your Dashboard from Key Pages
How to Create & Add Dashboard Widgets
How to Create and Use Custom Metrics For Dashboard Reports
How to Customize Dashboards by Adding Titles, Images, and Text Boxes
How To Embed External Content On A Dashboard
How to use Table Charts for Dashboard Widgets
Payments Widget - Dashboard
Rearrange Widgets
Resize widgets
Services & Rentals Reporting Widgets in Dashboard and Custom Reports
Using Custom Fields in Sub-Account Dashboard Table Widgets
What Are Dashboard Widgets?
Getting Started w/ Dashboards (12)
Getting Started w/ Dashboards
Dashboard Summary AI
How to change the Timezone for a Dashboard (Logged in User)
How To Clone A Subaccount Dashboard
How To Create A Custom Dashboard
How to duplicate a dashboard to another sub-account
How to Edit a dashboard
How to load Snapshots with Dashboards
How To Manage Dashboard Permissions
How To Pin Favorite Dashboards
How to set a Default Dashboard
How to use "Only Assigned Data" setting with Dashboard
Quick Filters on Dashboards
Subaccount Dashboards (1)
Subaccount Dashboards
Subaccount Dashboard Page - View or Edit
Developer Resources (21)
Overview
Advanced Configurations (1)
Advanced Configurations
Creating Sub-Accounts using Zapier
Developer Resources (20)
Developer Resources
Agency App Reselling Config API
API - Security Initiatives
Conversations API -Add Inbound Message (with Contact ID)
Developer Guide for selling Web-Widgets on the App Marketplace
Developer Guide to Patient Copilot’s Webhook Logs Dashboard
Email Marketing V2 Public APIs
Email Template Update API
Enhanced Account Security
How do I test my draft/private Marketplace app on Patient Copilot?
How to Get Started with the Developer's Marketplace
How to manage developer user accounts?
How to reconnect broken Marketplace Apps?
How to Use Webhook.site to Troubleshoot your API Requests
Listing Conversation AI and Voice AI Templates on the Marketplace
Marketplace App Distribution Type
Marketplace: App Uninstall API
Patient Copilot API Documentation
Public API for Brand Voices
Set Up Your MarketplacApp Pricing
Unlocking Customization: Enhancing Marketplace Apps with Custom JavaScript
Documents & Contracts (28)
Overview
Documents and Contracts (28)
Documents and Contracts
Attach Files to Documents & Templates
Automatically Generate Invoices from Signed Documents & Contracts
Collect Card Details in Documents & Contracts
Control Signature Types for Documents & Contracts (Draw or Type)
Documents & Contracts - Content Library
Documents & Contracts: Email Templates and Team Notifications Setup
Documents & Contracts: How to automate sending invoices when documents are signed
Documents & Contracts: Public APIs
Documents & Contracts Templates with Opportunity Custom Values
Easy Management of Documents and Contracts within Contacts
How to automatically add an appointment date to a Contract?
How to Configure and Accept Tips on Invoices
How to Create and Send Document or Contract Templates Automatically in a Workflow
How to Decline Documents in Patient Copilot
How to redirect a user to a specific page after signing a contract?
How to Set Signing Order for Recipients in Documents and Contracts
How to Share Documents and Contracts Templates
How to Track Activity for Documents and Contracts
How to Use Document Expiration in Patient Copilot Documents
How to Use Documents and Contracts in the Mobile App
How to use Documents & Contracts?
Link Custom Values to Text and Date fields: Documents and Contracts
Multiple recipient support on Documents & Contracts
Public Document Links for E-Signing
Send Documents and Contracts via SMS in Patient Copilot
Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
Split Columns Support: Documents & Contracts
Workflow Trigger - Documents & Contracts
E-commerce store (41)
Overview
E-Commerce Store (41)
E-Commerce Store
Create a Product with Price using Public API
Customer Access Center to View Current and Past Order Details
Customer Login for Ecommerce Stores
Ecommerce: Dropshipping Integration
Ecommerce Store - Customizing Checkout Pages
Enable the Billing Address Feature in Ecommerce Checkout
How to add customer login in Ecommerce stores to view order details and past orders?
How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
How to Add Reviews & Ratings for Products for E-commerce stores?
How to Add SEO Descriptions and Keywords to Boost Your Ecommerce Ranking
How to Configure Shipping & Delivery Rates In Ecommerce Stores
How to Deliver Digital Products for E-commerce Stores?
How to Integrate Woocommerce with E-commerce Stores
How to migrate Shopify stores to Patient Copilot
How to Print Packing Slips for Your Ecommerce Orders
How to print shipping labels or packing slips for my store orders?
How to select or filter products per Ecommerce Store?
How to sell products on Facebook and Instagram Shops?
How to Sell Your Subscription Based Services & Recurring Products in Your Patient Copilot Ecom Store
How to Set Up an E-Commerce Online Store (Websites)
How to Set Up ShipStation Integration for Ecommerce Stores
How to Sort and Filter Products in Patient Copilot Ecommerce Site Builder
How to Suggest Related Product(s) in Your Product Details Page
How to use Printful Integration with your Ecommerce Store?
How to Use Product Labels and Ribbons in an Ecommerce Store
How to Use the Inventory Management Features for Your Online Store in Patient Copilot
How to Use the New Printful Integration with Patient Copilot
Locale-Based Currency Formatting in E-Commerce Stores
Manual Payment Method in E-commerce Stores & Order Forms
Manual Product Sorting on Product List Page in Ecommerce Stores
New product collection element and SEO Improvements
Patient Copilot Custom Shipping Carrier Integration Guide
Recover Lost Sales with Automatic Abandoned Checkout Emails
Related Product element for Ecommerce stores
Search Bar Element in Ecommerce Stores
Shipping and Delivery Rates for Ecommerce Stores
Shipping: How to Connect a Shippo Integration?
Text Customization in Ecommerce Stores
Upsell Products in Online Store checkouts
Using Spreadsheet View for Bulk Product Editing
WooCommerce: Import and Sync Products and Collections for E-commerce Stores
Email (78)
Overview
Authentication & Security (3)
Authentication & Security
Blacklisted Domain or IP - Remove from Blocklists and Restore Delivery
Email Authentication Errors - Fix SPF, DKIM, and DMARC Issues
Spam Filter Blocks - Improve Content and Sender Reputation
Complex Delivery Issues (1)
Complex Delivery Issues
Resolving Multiple Email Delivery Issues: Complete Recovery Guide
Deliverability (8)
Deliverability
An Introduction To Email Deliverability
Creating and Managing Custom Unsubscribe Links
How to Resubscribe After Unsubscribing from an Email List
Preference Management (Email Unsubscription Management)
What Email Deliverability Stats Should I Look For?
What is Email Deliverability? - A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
Why Are My Emails Going To Spam?
Workflow Action based on Email Event Clicked/Opened
Email Delivery Troubleshooting (2)
Email Delivery Troubleshooting
Email Sending Health: Maintaining Great Rates & Recovering When Things Go Wrong
Gmail Error: 4.7.28 – Unusual Rate of Unsolicited Mail Detected
General (11)
General
AI Schedule for Smarter Email Timing (Smart Send Time Optimization)
Bot Detection Preventing Statistics Increment and Automation Execution
Domain Removal Blocked Due to Active Campaign Assignment
Email AI (Beta 2.0) — Create On-Brand Emails Faster
Email Blocking for Invalid or Restricted Recipient Domains
Email Services Configuration - Reply & Forward Settings
Enhanced Email Verification for Campaigns!
How to Filter Contacts by Email Statistics
Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!
List of all outgoing system generated emails
Sending Priority - From Name & Address
LC Communication Billing (1)
LC Communication Billing
How to Analyze an Agency's Spending on LC Communications
LC Email (19)
LC Email
Domain Warmup: How It Works (Fixed-Stage Model)
Email Authentication - DMARC
Email Sending Guide: Email Best Practices & Email Warm Up
Google Postmaster Tools
How Sender Domains Work in LC Email Campaigns
How to Add a Domain and Verify DNS Record
How to Enable and Rebill LC Email Verification
How to Migrate My Agency Over to LC - Email
How to use the Email Risk Assessment Tool for LC Email
LC Email: Email Service Provider Block Detected - Immediate Action Required to Restore Email Sending
LC Email: Email Service Provider Block Notification - Email Sending Temporarily Restricted (Action Required)
LC Email:Sub-account Rampup: Smart Sending Graduation & Shared Domain Reputation Protection
Manage Sub-account Email Settings and Migration in LC Email
Managing Default Unsubscribe Links in LC Email
Microsoft Smart Network Data Services (SNDS)
SSL Certificates for Dedicated LC Email Domains
What is email Bounce Suspension, and How to avoid it
What is LC Email?
Where Can I Find My Dedicated Domain SMTP Credentials?
LC Email Dedicated Domain and IP (7)
LC Email Dedicated Domain and IP
Dedicated Email Sending Domains Overview & Setup
Default Headers for Dedicated Sending Domains
Deleting Your LC Email Sending Domain
GoDaddy Dedicated Sending Domain Setu (LC Email)
Google Dedicated Sending Domain Setup (LC Email)
LC Email - Complete Guide to Dedicated IP
Siteground Dedicated Sending Domain Setup (LC Email)
LC Email Settings (1)
LC Email Settings
Email Tracking for LC Email
MailGun (6)
MailGun
Cold Email Inbound Setup Mailgun
Email Verification From Mailgun within the CRM
How to setup Replies in MailGun
Mailgun - Overview
Mailgun: Private API Key Setup
Step-by-step guide to set up Mailgun
Recipient & Server Issues (1)
Recipient & Server Issues
Recipient Policy Block - Bypass Server Restrictions
Reputation & Throttling (3)
Reputation & Throttling
Low Domain Reputation - Rebuild Trust and Improve Deliverability
Low IP Reputation - Restore Sending IP Credibility
Rate Limited Emails - Resolve Throttling and Sending Limits
SMTP Providers (8)
SMTP Providers
Hide The SMTP Setup Help Doc Link
How to Add Your Own Email Service (SMTP)
New Agency-Level Control for Email SMTP Services
Setting Up SMTP Providers
Using Google/Gmail/Google Workspace as your SMTP Provider
Using SendGrid As The SMTP Provider
Using Zoho as your SMTP Provider
Why Can't I use My Free Email Address As The SMTP?
Technical & Configuration (2)
Technical & Configuration
Email Standards Compliance: Resolving RFC 5322 Violations
Mail Loop Detected - Resolve Email Routing Conflicts
Troubleshooting Email (5)
Troubleshooting Email
Email Error Library for supported SMTPs
How to fix links in the email that do not open?
How to send a test email in the Conversation
Troubleshooting Email Statistics
When email replies are not showing up in Conversation
Getting Started w/ Patient Copilot (26)
Overview
Commerce (6)
Commerce
Edit Membership Courses with the New Course Editor
Getting Started - Connect Stripe
Getting Started - Create and Send Invoices
Getting Started - Create & Sell Products
Getting Started - Launch a Course
Getting Started - Setup Payment Links
Foundational Setup (9)
Foundational Setup
Getting Started - Automatic Email and SMS Followup
Getting Started - Create New Contact
Getting Started - Import Existing Contacts
Getting Started - Launch A Funnel
Getting Started - Launch an Email Campaign
Getting Started - Setup A Booking Calendar
Getting Started - Setup Email, Phone, and SMS
Getting Started - Setup Pipelines and Opportunities
Launchpad Contextual In-App Nudges
Marketing & Lead Generation (3)
Marketing & Lead Generation
Getting Started - Launch an SMS Campaign
Getting Started - Setup Facebook and Instagram Lead Ads
Getting Started - Setup Social Planner
Sales & Conversations (3)
Sales & Conversations
Getting Started - Connect Personal Inbox
Getting Started - Setup Facebook and Instagram Messenger
Getting Started - Setup Live Chat Widget
Website & Content (5)
Website & Content
Disable or Enable the Mandatory Profile Modal for Community Members
Getting Started - Launch a Website from Blank
Getting Started - Launch a Website From Template
Getting Started - Migrate a Wordpress Site
Patient Copilot Onboarding Updates: Persona Selection and Website Field
GoKollab (8)
Overview
GoKollab (8)
GoKollab
GoKollab Affiliate Program for Communities
GoKollab for Communities (Marketplace for communities)
How to integrate Stripe with GoKollab
How To Use Smart Categories on GoKollab
Integration of Membership Courses with GoKollab
Introducing Chats: Start Conversations On GoKollab
Manage Your Communities and Courses with GoKollab Studio
Pin Your Favorite Groups
Industry Guides (84)
Overview
Beauty Salon (8)
Beauty Salon
Beauty Salon Reputation & Reactivation — “Turn Compliments Into Clients”?
Booked, Polished, and Google-Approved: Google Business Profile Setup to Attract More Clients
Boosts Over Balayage: The Local Ads Playbook for Beauty Salons
Content That Glows Like Glass Skin: The Monthly Social Strategy for Beauty Salons
DMs Don’t Build Empires: Streamline Your Salon’s Social Messaging with Patient Copilot
From 'Just Browsing' to 'Book Me Now': Your Salon Lead Gen Funnel That Fills Your Calendar
From Missed Calls to Fully Booked: The Operations Automation Playbook for Beauty Salons
Your Website Should Look as Good as Your Clients: The Beauty Salon Website & SEO Blueprint
Chiropractor (7)
Chiropractor
Build a 5-Star Reputation and Bring Back Lapsed Patients — Without Manual Follow-Up, Chiropractors
Chiropractic Ad Dollars, Adjusted: How to Run Campaigns That Actually Bring Patients Through Your Door
Chiropractor's All-in-One Growth System: Simplify, Scale, and Serve Better
How Chiropractors Can Attract, Capture, and Convert More Patients Online
No TikTok Dances Required: A Chiropractor’s Guide to Content That Attracts, Educates, and Converts
Smooth Like an Adjustment: How to Streamline Your Chiropractic Practice Ops with Patient Copilot
Step-by-Step: Build the Perfect Google Business Profile for Your Chiropractic Clinic
Cleaning And Maintenance (7)
Cleaning And Maintenance
Polished Performance: The Ultimate Daily Operations Playbook for Cleaning & Maintenance
Sparkle & Scale: The Cleaning & Maintenance Social Media Domination Playbook
Sparkling Ads: The Blueprint to Sweep Up More Clients for Your Cleaning & Maintenance Business
Spotless Content Strategy: The Cleaning & Maintenance Playbook
Spotless Rankings: The Cleaning & Maintenance Business Guide to Dominating Google Search
Spotless Success: Mastering Retention & Referrals for Explosive Growth in Cleaning & Maintenance
The Cleaning & Maintenance Business Getting Started Playbook: 5 Power Moves to Attract Clients & Accelerate Payments
Dental Clinic (7)
Dental Clinic
Build a 5-Star Reputation and Bring Back Patients — Without Manual Follow-Ups
Build a Dental Practice That Runs Smoothly—Even When You’re Not There: Operations Playbook
Fill the Chair, Not Just the Calendar: A Dentist’s Guide to Lead Gen
How Dental Clinics Can Stay Top-of-Mind with Consistent, High-Trust Content
How Dental Clinics Can Use Social Media to Build Trust, Visibility, and Patient Volume
Launch Paid Ads That Actually Fill Dental Chairs
Your Digital Storefront: How to Turn Google Searches Into Booked Dental Patients
Electricians (7)
Electricians
Content That Converts: The Electrician’s Playbook for Social Media & Digital Success
Electrician’s Guide to Maximizing Your Business with Patient Copilot
Full Circuit: How to Get More Leads & Close More Jobs for Electricians
High Voltage Growth: Turning Satisfied Customers into More Jobs for Electricians
Powering Up Your Pipeline: Smart Ads Strategies for Electricians using Patient Copilot!
Shock Your Market: The Electrician’s Guide to Social Media Domination
Wired for Efficiency: Hassle free Day to Day Streamline & Automate Your Electrical Business
Gym Owners (6)
Gym Owners
Kickstart Your Gym’s Growth
Max Out Your Memberships: Guide to Lead Gen
Pump Up Your Gym Memberships: Master Local Ads
Reputation Gains: Turn Happy Clients Into 5-Star Reviews
Social Media Gains: Your Gym’s Social Media Playbook
The Gains Game: Keep Clients Coming Back with Retention & Rebooking Workflows
HVAC (7)
HVAC
Full Blast: How to Rank Higher on Google & Book More HVAC Jobs
Happy Customers = More Jobs: HVAC Retention & Referral Hacks
Heat Up Your Ads: The Ultimate Blueprint for Lead Generation & Business Growth
HVAC Content Mastery: Where, When & How!! Conversion and Growth Hacks!
HVAC Daily Operations Automation: The Definitive Blueprint for Maximum Efficiency
HVAC Social Media Domination: Heat Up Your Business & Drive More Leads
The Ultimate HVAC Business Playbook: 5 Strategies to Secure More Jobs, Accelerate Payments & Keep Your Calendar Full
Industry Playbooks (1)
Industry Playbooks
Marketing Agency SaaS Mode Playbook
Medical Spa (6)
Medical Spa
Fill Your Calendar: Guide to Running Ad Campaigns That Actually Book
Glow Online: Med Spa Guide to Reputation Management & Review Automation
Never Miss a Lead Again — Even After Hours
Spa Day, Every Day: Daily Ops Guide
Your Digital Front Desk: Setting Up Google Business for Medical Spas
Your Feed, But Make It Bookings: Social Media & Content That Converts
Mortgage Broker (7)
Mortgage Broker
Close More Loans: The Ultimate Mortgage Broker Ad Strategy Blueprint
Full Blast: How to Rank Higher on Google & Close More Mortgage Leads
Happy Clients = More Closings: Mortgage Retention & Referral Automation Playbook
Mortgage Broker Content Strategy:Close More Loans with Less Hustle
Run a High-Converting Mortgage Brokerage with Smart Scheduling, Communication, and Deal Flow Management
Social Media Domination for Mortgage Brokers
The Ultimate Mortgage Broker Playbook: 5 Proven Strategies to Capture More Leads, Close More Loans & Scale Your Pipeline
Plumbing (7)
Plumbing
Flooded with Work: The Plumber’s Guide to Dominating Google Search
Leak-Proof Growth: Mastering Retention & Referrals for Explosive Plumbing Business Success
PipeDream Operations: The Ultimate Daily Ops Playbook for Plumbing Businesses
PipeLine Pro: The Ultimate Getting Started Playbook for Plumbing Businesses
PipeLine Profits: The Proven Ads Strategy to Keep Your Plumbing Business Booked Solid
Pipeline to Profits: The Plumbing Business Content Playbook
Pipes, Posts & Profits: The Plumbing Social Media Domination Playbook
Real Estate Agent (7)
Real Estate Agent
DealFlow Operations: The Ultimate Daily Ops Playbook for Real Estate Agents
Get Discovered: The Real Estate Agent's Guide to Dominating Google Search
Leadflow Listings: The Real Estate Agent’s Proven Ads Strategy to Stay Booked & Closing
Pipeline Pro: The Ultimate Getting Started Playbook for Real Estate Agents
Pipeline to Profits: The Real Estate Content Playbook
Reputation ROI: The Real Estate Agent's Playbook for Retention & Referrals
Social Media Domination Listings, Likes & Loyalty: Playbook
Real Estate Consultant (7)
Real Estate Consultant
Close More Deals, Stress Less: The Daily Ops Playbook for Real Estate Consultants
Content Strategy List to Last: The Real Estate Consultant's Playbook
Full Bookings, Full Pipeline: How Real Estate Consultants Can Rank Higher on Google & Close More Deals
Full Pipeline: The Real Estate Consultant’s Ad Blueprint for Consistent Closings
Happy Clients = More Closings: The Real Estate Consultant's Guide to Referrals & Repeat Business
Social Media Domination for Real Estate Consultants:
The Ultimate Real Estate Consultant Playbook: 5 Strategies to Attract More Clients, Close More Deals & Build a Referral-Driven Business
Integrations (31)
Overview
Facebook Integration (10)
Facebook Integration
Connect Multiple Facebook Pages to Patient Copilot Sub-account
Facebook Conversion Leads Walkthrough
Facebook Conversions API Trigger in Workflows
Facebook Multi Page Lead Ads Integration
Facebook Multi page Troubleshoot
Facebook Pages missing in Manage Pages during integration.
How to set up a Funnel Event Pixel for Facebook Conversion API?
Messaging setup & troubleshoot
Multiple Facebook Pages - Troubleshooting CTA and Sync Lead Features
Step-by-Step Guide to Facebook Integration in Patient Copilot
Google Integrations (5)
Google Integrations
Communication and Social channel connection with GBP
Google Business Profile - Chat sunset starting Jul 15, 2024
Google Drive Integration in Media Storage
Google Lead Ads Integration
How to Integrate Google Business Profile (GBP) With Patient Copilot
Jobber Integration (1)
Jobber Integration
How to Integrate Jobber with Patient Copilot
Other Integrations (8)
Other Integrations
Email Failure: Insufficient Permission for 2-Way Sync
How to Set Up Two Way Email Sync for Gmail
Integration UI/UX Revamp
LinkedIn Lead Ads integration
Printify Integration for Ecommerce Stores
Setting Up ActiveProspect Consent Tracking On A Patient Copilot Form & Survey
Two Way Email Sync for Outlook
Zoom Integration for Users' Calendar Bookings
Private Integrations (1)
Private Integrations
Private Integrations: Everything you need to know
QuickBooks (1)
QuickBooks
Automatic Review Request When Invoice Paid in Quickbooks
Shopify (1)
Shopify
How To Integrate Shopify With Patient Copilot
Stripe Integration (2)
Stripe Integration
How to Connect Stripe to Your Sub-Account
Stripe Refund Status Sync (Fixed)
TikTok (1)
TikTok
Integrate Tiktok Messaging
Zapier Integration (1)
Zapier Integration
How to Connect a Patient Copilot Sub-Account with Zapier
Internationalization (3)
Overview
The Internationalization of High Level (3)
The Internationalization of High Level
How to Submit In-App Translation Feedback
Internationalization For Client-Portal & Child Apps
The Internationalization Of Patient Copilot Has Begun!
Logic & Fulfillment (11)
Overview
Logic & Fulfillment (11)
Logic & Fulfillment
Bulk Eject Sub-Accounts
Finding the Pipeline and Stage ID using zapier
How to Resolve the "ZIP Code Check Failed for Your Card" Banner
How to Use Custom Fields
How to use Custom Values
Pause Account Feature – Everything You Need to Know
Sub-Account Transfer FAQs
Sub-Account Transfer Guide
Sub Account Transfers: Eject Sub-Account to a New Agency
Sub-Accounts Transfers: Bulk Transfer Sub-accounts to an Existing Agency
What happens to your data when you cancel your Patient Copilot Subscription?
Marketing (265)
Overview
Ad Campaign Creation and Management (16)
Ad Campaign Creation and Management
Ad Manager - Audience Controls
Ad Manager: Campaign budget definition
Ad Manager: Clone a campaign
Ad Manager: Create Ad campaigns using templates
Ad Manager - Create New Facebook Ad Campaigns
Ad Manager - Statistics of Ad campaigns
Carousel ads in Ad Manager
Create custom audiences in Ad Manager
Create lookalike audiences in Ad Manager
Editing a Published or In-Review Meta Ad Campaigns
How to create a conversation form in Ad Manager
How to create a Facebook form in Ad Manager
How to Create a Meta Click to Direct(CTX )Ad for Engagement
How to create a Meta Sales objective campaign for Conversion
How to create Customer List Custom Audience
Instagram Ads: Overview
Ad Manager (2)
Ad Manager
Ad Manager Run As Ad & Create Engagement Ad
How to view advanced preview and get shareable preview links for Meta Ads
Ad Manager Setup & Configuration (4)
Ad Manager Setup & Configuration
Audiences Tab Overview - Ad Manager Settings
Connect Facebook with Ad Manager
Connecting Facebook Business Account to Ad Manager
Setting a Facebook page as Default for Ad Manager
Affiliate Campaigns (9)
Affiliate Campaigns
Affiliate Manager External Website Support
FAQs for Affiliate Campaigns
How to create an Affiliate Campaign
How to Set Up and Pay Affiliates for Generating Leads
How to Set Up Multi-Tier Commissions
How to track leads from an Affiliate Campaign
How to Use Commission Length & Variable Commissions in Affiliate Manager
Prerequisite to Launch Your First Affiliate Campaign
Referral Link Click Tracking for Affiliate Campaigns
Affiliate Manager Automation (6)
Affiliate Manager Automation
Automate Affiliate Sales Follow-Ups with the “New Affiliate Sale” Trigger
Automate Lead Assignment & Notifications in Affiliate Manager Workflows
Automating Affiliate Commissions with 'Add Manual Sales For An Affiliate' Workflow Action
Getting started with Affiliate Automations
Why Use Affiliate Automations?
Workflow Trigger - Affiliate Enrolled In Campaign
Affiliate Payouts (7)
Affiliate Payouts
FAQs for Affiliate Payouts
How to add/link a new payout method for Affiliates
How to Manage Affiliate Payouts and Commissions
How to pay your Affiliates
How to Set Up and Pay Affiliates Using PayPal Auto Payouts
Sub Account Affiliate Manager: Bulk Actions for Affiliate Commissions
What Payment Gateways supported in Affiliate manager for Product Sales?
Affiliate Reporting & Insights (1)
Affiliate Reporting & Insights
Affiliate Manager Dashboard
AI Appointment Booking Bot (1)
AI Appointment Booking Bot
Appointment Booking Conversation AI Workflow Action
Brand Board (10)
Brand Board
Brand Board Colors in the Form, Survey and Quiz Builder
Brand Voice in Brand Boards
Create Your Brand Voice from Text or URL
Editing a Design Kit
Global Custom Colors in Color Picker
Help Guide: Global Custom Color
How to change default Brand Boards?
How to Create a Brand Board
How to use Brand Boards in emails?
How to use Brand Boards in Funnels and Websites?
Campaign configurations (1)
Campaign configurations
From Address - Campaign Configurations
Campaign Settings/Functionalities (23)
Campaign Settings/Functionalities
Configuring Unsubscribe Flows (One-Step, Two-Step, Dynamic)
Different Email Sending/ Delivery Method(s) - Send Now, Schedule, Batch, RSS Schedule
Email Builder: Create New Tags in the Send or Schedule Page
Guide to Pre-Built Contact Segments
How to Add Google Fonts in Email Templates and Campaigns
How to Batch Schedule Email Campaigns
How to Build Recipient Segments in Email Campaigns
How to Import Emails from Any Platform Using Email AI
How to Pause or Cancel a Scheduled Email Campaign
How to Preview & Test Your Email Campaigns/Templates
How to Reschedule an Email Campaign (Email Builder)
How to Send or Schedule a Regular Email Campaign
How to Set Default Values for Custom Fields Via Conditional Sending
How to Set Up the Sender Preferences in Email Builder
How to Use the Plain Text Editor for Emails
Improved Email Campaign Flow and Campaign Summary Page
Resend Campaign Visibility & Control
Resend to un-opened: Best Practices and Guide
Smart Send: Best Time Recommendation in Email Marketing Campaigns
Smart Send: Email Marketing Campaigns
Understanding Email Campaign Statuses
Understanding UTM parameters for email campaigns
Using "Add Tags" in the Send or Schedule Page: Email Campaigns
Campaigns (1)
Campaigns
Campaign Verify (CV) Token Requirements for Political Toll-Free Messaging
Countdown Timer (17)
Countdown Timer
Countdown Timer Labels Update
Countdown Timer Placeholder
Countdown Timers - Optional End Time for Dynamic Timer
Editing a countdown timer
Getting started with Countdown Timer
Guide: Dynamic Countdown Timer
Help Guide: Redirection links in Countdown Timer
Hiding Countdown Timers in Apple Mail
How to Add a Countdown Timer in WhatsApp Templates
How to Create a Fixed countdown Timer
How to Create a Recurring Timer?
How to use countdown timer in emails?
How to use Countdown Timers in Funnels?
How to Use the "Copy Code" Feature in Countdown Timers
How to Use Wait Time in Recurring Timer
Sync your countdown timer in email and funnels
Timezone Adaptation in Countdown Timers
Email Builder Capabilities (28)
Email Builder Capabilities
A/B Testing in Email Campaigns
Attach Files to Email Campaigns in the Email Builder
Border Customization: Color, Radius, and Thickness
Button Element in Email Builder
Code Element in Email Builder
Different elements in email builder
FAQ Element in Email Builder
Footer Element in Email Builder
How to add GIFs to your email?
How to add Products in Email Templates
How to edit your Email Format for Mobile under Appearance tab
How to Personalize Your Campaigns with Conditional Elements
How to preview Custom Field in Email Builder?
How to save items in email builder for quick access?
How to set up A/B testing for your Email Campaigns
How to Use Template Library to Create Branded Review Request Emails
How to use the Email Builder and its In-line Editor
Image Element in Email Builder
Layout Margins and Text Spacing Controls
Logo Element in Email Builder
Rearrange Elements and Layouts with Arrow Controls in Email Builder
Shopping Cart Element in Email Builder
Social Element in Email Builder
Spacer Element in Email Builder
Text Element in Email Builder
Using the Inline Forms/ Surveys Element in email campaign
Video Element in Email Builder
Visibility Section for Layouts in Email Builder
Email Marketing (1)
Email Marketing
Exporting Email Marketing Data
Facebook Conversion API (CAPI) (2)
Facebook Conversion API (CAPI)
How to send a Meta Conversion API action for Ad Manager?
How to send the Conversion data to Ad Manager?
Getting Started w/ Ad Manager (2)
Getting Started w/ Ad Manager
How to create a Meta Business Manager and Ad account?
Overview of Ad Manager
Getting Started w/ Affiliate Manager (7)
Getting Started w/ Affiliate Manager
Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions
Affiliate Manager: Improved Media Library
Affiliate Manager Walkthrough Videos
Glossary
How does the Affiliate Manager work?
How to Switch from FirstPromoter to Affiliate Manager?
Managing Multiple Campaigns in Affiliate Marketing
Google Ads (8)
Google Ads
Ad Manager - Configure Google Ads Additional Assets at Campaign Level
Ad Manager - Create a Google Search Ad Campaign
Ad Manager - Create & Manage Google Ads Offline Conversions
Ads Manager - Audience Segments for Google Ads
Connect Google with Ad Manager
How to create Google Demand Gen campaigns in Ad Manager
How to view Google Ad Campaign Statistics in Ad Manager
Multiple Ad Groups in Google Ads Campaigns
LinkedIn Ads (5)
LinkedIn Ads
Audience targeting for LinkedIn campaigns in Ad Manager
Creating and Managing LinkedIn Ads in Patient Copilot Ad Manager
How to create a LinkedIn ad campaign in Ad Manager
How to create a LinkedIn lead form in Ad Manager
Understanding LinkedIn statistics in Ad Manager
Managing Affiliates (13)
Managing Affiliates
Affiliate Pay Per Sale for Forms, Surveys, Calendars
FAQs for Affiliates
How to Add Affiliates in the Affiliate Manager
How to add Manual Sales
How to Add Sub-Affiliates in the Affiliate Manager
How to Automatically Level Up Affiliates Based on Performance
How to Navigate the Affiliate Profile Page for Efficient Management
How to Set Custom Affiliate Commissions
How to track Affiliate sales using coupons
How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates
Manage Affiliates with Quick Campaign Actions
Managing Customers under Affiliates
Reassigning CRM Contacts Between Affiliates
Others (1)
Others
Guide to Changing Agency System Email Templates
Reselling Ad Manager (3)
Reselling Ad Manager
How to Enable and Resell Ad Manager
How to resell Ad Manager with your SaaS plan
Inclusion of Ad Manager in Snapshots
RSS Guide (2)
RSS Guide
A basic guide of RSS Campaign
Resend to Unopened for RSS and Batch Scheduled Emails
Sequences - Private Beta (2)
Sequences - Private Beta
Email Sequences in Patient Copilot
How to create an email sequence?
SMS & Email Templates (2)
SMS & Email Templates
How to Use the Kajabi Email Template Importer
Text Snippets (Templates)
Social Planner (50)
Social Planner
? Facebook Text Posts with Backgrounds in Social Planner
@Mention or Tag Profile in Posts from Social Planner
Add Location Tagging to Social Post
Add Messaging & Social Channels to Your Google Business Profile (GBP)
Add Pinterest Pins in Social Planner
Best Time to Post Feature in Social Planner
Clear LinkedIn Link Preview Cache Using LI Post Inspector
Collaborator Posts support for Instagram
Connect Instagram: Facebook-Linked vs. Direct Instagram Integration
Connect TikTok in Social Planner
Connecting LinkedIn Profile and Business Pages to Social Planner
Email Notification for Failed Post, Account Expired and Post Approval
External Link Approval Flow in Social Planner
Facebook Publishing Troubleshooting Guide
How to auto-optimise the images for social scheduling?
How to connect to your Facebook Page(s)
How to connect to your Google My Business Location(s)
How to Create Facebook Story in Social Planner
How to Customize post for each socials?
How to post PDF's as photos in a LinkedIn carousel post?
How to post Recurring Social Posts through the Social Planner?
How to schedule post for your communities from Social Planner?
How to Schedule & Publish Instagram Stories via Push Notifications
How to Use the Instagram Story Post Composer in Social Planner
Instagram Reels Publishing Guide for the Social Planner
LinkedIn - Social Planner Statistics
Manage Comments in Social Planner
Post Approval Flow in Social Planner
Post Facebook Reel From Social Planner
Prerequisite for Bulk CSV - Basic and Advance CSV
Schedule Posts using RSS URL
Schedule your Youtube Shorts and Videos in Social Planner
Search and Smart Filter View
Share your Reviews as Posts on social media using Social Planner
Social Planner - Advanced CSV for Bulk Scheduling
Social Planner - Bluesky Integration
Social Planner - Category Queue
Social Planner Content Guidelines - Image, Video, and Text
Social Planner - Discover Trends with Social Listening
Social Planner - Facebook Post Sync
Social Planner - How to Add Multiple Watermarks
Social Planner: In-App Notification Banner for Disconnected Accounts
Social Planner - Instagram Post Sync
Social Planner - Link Shortener
Social Planner - Meta Threads Integration
Social Planner - Social Listening
Social Planner - Track Social Performance Using Advance Analytics
Social Post on TikTok
TikTok DMs & Comment Automations
Why can't I see my X (formerly Twitter) account when connecting or scheduling posts?
Statistics (8)
Statistics
Click Performance in Email Statistics
Email Statistics
Email Statistics – Summary Page
Guide to click tracking in email campaigns
Guide to Email Campaign Statistics
How to Access the All-in-One Dashboard for Email Marketing
Tag Contacts from Campaign Statistics
Workflow Email Actions Included in Statistics
Template Library (17)
Template Library
Access Your Favorite Templates with the Favorites Feature
Add Custom Templates to Template Library
Customizing the Template Library for Subaccounts
Extended Access: Template Library (For Admins Plans)
Hide Individual Templates From Subaccounts
How to add your email templates in Template Library?
How to hide default or Patient Copilot templates from template library?
How to Manage and Create Templates from the Admin Screen
How to manage categories, types and tags?
Simplify Your Template Library by Hiding Types and Tags
Template Library for Webinars
Template Library for Workflows
Template Library in Ads Manager
Template Library Marketplace Integration
Template Library of Social Planner
Template Library Overview & Setup
Template Library Visibility Control for Sub-Accounts
Templates (6)
Templates
How to Edit an Email Template
How to Set Up Nested Folders for Email Campaigns, Templates & Sequences
Importing and Editing Mailchimp Email Templates in the Patient Copilot Design Editor
Set Defaults for Custom Values in Emails
Share Email Template across Agencies
Whitelabel Email Template Sharing: Step-by-Step Guide
Trigger Links (1)
Trigger Links
Trigger Links - Overview
Troubleshooting Ad Manager (2)
Troubleshooting Ad Manager
How to cancel Ad Manager subscription for a sub-account?
Meta: Custom Audiences and Conversions restrictions
Types of Workflow Campaigns (1)
Types of Workflow Campaigns
How To Build Check-in (Loop) Campaigns
Workflow Email Action (6)
Workflow Email Action
How to analyze workflow campaigns?
How to use the Sync Edit Checkbox for Email Actions in Workflows(Continuous Sync)
Managing Email Templates in Workflow Steps
New UI for Email Actions in workflows
New UI for Email creation via Bulk action in Contacts
Snapshot Workflow Email Action – Enhanced Flow
Media Storage (4)
Overview
Getting Started w/ Media Storage (4)
Getting Started w/ Media Storage
Effortless File Search: Media Center’s File Type Filter for Quick Access
How to Add and Reuse Images in Forms, Surveys & QR Codes with Media Picker
Media Library - Built-In Image Editor
Media Storage - Canva Integration
Memberships & Communities (67)
Overview
Communities (31)
Communities
? Skool Importer: Seamlessly Migrate Your Skool Group to Patient Copilot Community
Advanced Course Unlock Options in Communities
Announcements Builder
Communities: Announcement Channel and Notification
Communities - Automatic Newsletters
Communities - Change your group theme
Communities & Courses — Go Live Technical Specifications
Communities - Customizeable Navigation Tabs In Groups
Communities - How Members Can Leave Groups
Communities - How to Add Custom CSS/JS to Groups
Communities - How to Manage Content
Communities - How to Manage Members Inside Groups
Communities: How to Use Group Filter in Smartlist
Communities: Private Channel-Based Course Access
Communities - Private Channels and Channel Emojis
Communities - Private Course & Member-Specific Course Access
Communities - Tagging Channels and Events in Posts/Comments
Communities - Use Go Live to Host Meetings & Broadcasts
Community Chat Feature
Community Events
Gamification in Communities - Points, Badges and Leaderboards
How to Ban Members and Report Content in Communities
How to create your Whitelabel Community
How to Make Groups Private in Communities
How to Setup, Customize, and Manage Your Communities
How to Use GIFs in Communities for Posts and Comments
Live Rooms in Communities Events
Live Streaming and Video Calling
Transfer community group ownership
Unified Search for Posts and Comments in Communities
What happens when you delete a contact linked to a community group
Membership/Courses Sites (36)
Membership/Courses Sites
Adding Closed Captions and Subtitles to your video courses
Checkout Orchestrator
Course Preview and Drip Scheduling Improvements
Courses Email Notification Preferences and Video Thumbnail Enhancements
Courses - Import from Media Storage
Courses: In-App Notifications for Comment, Unlocked & Drip Content
Courses Mobile- How to Navigate the New Lessons & Courses UI
Courses: Pick a Video Frame as Lesson Thumbnail
Custom Values For Courses
Embed Media from Third-Party Platforms in Posts
How do first time users Set Login Password, Request Forgotten Password for their membership portal?
How to Add Funnels as Lessons in Patient Copilot Courses
How To Build Courses / Membership Sites
How to Create a Product and Attach It to a Membership Course Offer
How to Create a Whitelabel Membership App (PWA)
How to Create Assessments/ Quizzes for Membership Courses
How to Grant Access to Membership Courses Using Workflows
How to Set Up Taxes for Course Offers in Patient Copilot
Import Content from Another Course
In-App Upsell in Memberships
Kajabi Importer: Easily Move Courses to Patient Copilot
Legacy Membership To Client Portal Migration
Magic Links In Memberships(Courses)
Manage Commenting on Your Posts in Communities
Membership: Audio Files in Courses + v2 Offers Migration
Membership: New UI for Courses
New Theme Customizer for Courses
New theme for courses
Offer Duration: Set an expiry date or establish a start date for the offer.
One-Click Upsell In Memberships
Patient Copilot Credentials Preview: Memberships
Tagging Courses in a Communities Post/Comment
Understanding Courses Dashboard
Uploading audio inside Course lessons
Using Course Assessment Emails to Streamline Course Communication
Welcome Badge for Course Enrolments
Merge Fields & Custom Variables (3)
Overview
Merge Fields & Custom Variables (3)
Merge Fields & Custom Variables
Custom Object Templates: Pre-Built CRM Setup in One Click
List of Merge Fields
Overview of Merge Fields & Custom Variables
Miscellaneous (1)
Overview
Miscellaneous (1)
Miscellaneous
Rebilling, Reselling, and Wallets Explained
Mobile & Desktop App (45)
Overview
Desktop App (1)
Desktop App
Download Patient Copilot & LeadConnector Desktop App for Windows, macOS & Linux
Mobile App (18)
Mobile App
Custom Conversation Providers in Mobile App
Custom Module Links with Role & Account-Based Visibility
Documents and Files in the Mobile App
How to Switch Contacts and Use Custom Values in the Mobile App Calendar
How to Use Invoices in the Mobile App
How to Use Media Optimization and Watermarking in the Mobile Social Planner
How to Use Mobile App DND in Contacts
How to Use the Business Card Scanner in the Mobile App
Local Presence Dialing in the Mobile App
Manage Service v2 Appointments in the Mobile App
Media Library – Mobile App
Mobile App - Inbound Call Transfer
Multiple Calendar Views in Mobile App
Outbound Calling Using the Patient Copilot Mobile App
Share Calendar Links from Mobile App
Social Planner for the Patient Copilot Mobile App v3.88.1 (and higher)
Spam Tagging on Mobile
Unified Contacts Workspace in Mobile App
Mobile Payments (12)
Mobile Payments
Accept Payments on Stripe Mobile POS Terminals
Accepting In-Person Payments with NMI and Authorize.net in the Mobile POS
Active Transaction Inside POS for Mobile Payments
Collect In-Person Signatures via Mobile App
Consolidated Payment Hub in Mobile App
Dynamic Products - Edit Details In Mobile Transaction
How to use Direct Payments in Estimates in the Mobile App
Mobile App POS Adjusts To iPad and Tablets Screens
Mobile Estimates Dashboard and Builder
Mobile UI Improvements for E-commerce Stores
Pay For Service Appointments In The Mobile App POS
Support for BBPOS WisePOS E and Stripe S700 Internet Readers on Mobile POS
New Mobile App Experience (4)
New Mobile App Experience
AI Powered Business Card Scanner
Multi-Location Incoming Calls on the Mobile App
The Revamped Mobile App Experience - Mobile v4.0.0
Unified Appointment Screen in the Patient Copilot Mobile App
Whitelabel Mobile App (10)
Whitelabel Mobile App
Enable Tap to Pay on your Whitelabelled Mobile App
How to Promote and Customize Your Whitelabel Mobile App: A Comprehensive Guide
Linking Apple Appstore account to the Whitelabel Mobile App Customizer
Linking Google PlayStore account to the Whitelabel Mobile App Customizer
Publish Your Android White-Label App in Google Play Console
Publish Your iOS White-Label App in App Store Connect
Pushing an update to Whitelabel Mobile App
Self-Service Whitelabelled Mobile App Customizer
Setting up a Google Developer Account for your Whitelabel Mobile App
Setting up an Apple Developer Account for your Whitelabel Mobile App
Notifications (2)
Overview
Notifications (2)
Notifications
How to Enable and Customize Live Chat Notifications
How to set up Custom Notifications as a User in a Sub-Account
Opportunities & Pipelines (28)
Overview
Bulk Actions for Opportunities (2)
Bulk Actions for Opportunities
Bulk Actions for Opportunity Cards
Bulk Edit Opportunities
Getting Started with Opportunities (8)
Getting Started with Opportunities
Deleting and Restoring Opportunities & Pipelines
Editing Opportunities
Editing Opportunities Status
How to Decouple Owners for Contacts and Opportunities
How to use Custom Fields for Opportunities
Importing Opportunities using a CSV file
Step-by-Step Guide: Creating Pipelines
Step-by-Step Guide to Creating Opportunities
Introduction to Opportunities (2)
Introduction to Opportunities
Understanding Opportunities in Patient Copilot
Understanding Pipelines
Managing Opportunities (12)
Managing Opportunities
Customize Opportunity Cards in Board View
How to Color-Code Opportunity Pipelines (Smart Tags)
How to Customize Pipeline Stage Colors in Opportunities
How to Duplicate & Copy Pipelines to Sub-Account(s)
How to Filter Opportunities
How to Manage Pipeline Permissions
List View for Opportunities
Multiple Opportunities For The Same Person In The Same Pipeline
Opportunities - FAQs
Opportunity Forecasting in Patient Copilot
Smart Lists in Opportunities
Use Kanban View in Opportunities
Opportunities Module Interactions (4)
Opportunities Module Interactions
Add Prospects to a Pipeline from the Prospecting Tool
Automating Opportunities
How to Use Opportunity Notes?
Multiple Opportunities Toggle in Workflows
Patient Copilot Affiliates Program (15)
Overview
Affiliates Program (15)
Affiliates Program
3DS Card Support on Affiliate Signup Page
5 Ways To Find Your First 5 Affiliate Referrals
Affiliate Payouts: Where, How, When Can I Get Paid?
Affiliate Referral Page - Leads, Customers, Cancelled Statuses
Affiliate Split Commissions Overview
Affiliates: First Steps for Your Referrals
Brand Kit: Using The Patient Copilot Logo and Brand
Creating Affiliate Links from Patient Copilot Landing Pages
First Steps to be a Successful Patient Copilot Affiliate
How can I refer Affiliate Customers to Patient Copilot Pro?
How to find your Affiliate Customers and Commission in your Affiliate Portal
How to Set Up Affiliate Program Webhooks to Run Automations (First Promoter)
How to use Affiliate Portal
Integrishield & Affiliate Content Compliance
Where is my affiliate payout?
Payments (104)
Overview
Documents & Contracts (2)
Documents & Contracts
Capture Feedback and Automate Follow-Ups With Decline Documents Feature
Send Patient Copilot Documents and Contracts via SMS
Getting Started w/ Payments (34)
Getting Started w/ Payments
Adding Processing Charges or Additional Fees to Customer Payments
Assigning User Permissions for Payments Module
Automatic Tax Calculation with Stripe for SaaS Subscriptions
CDN Caching on Core Payment Pages
Configure Payment Providers by Channel
Configure your Stripe account for Nacha compliance
Coupon Application on Subscription Products
Coupon Targeting by Product, Price, and Variant
Custom Values and Partial Quantity Support for Estimates
Customize Email and SMS notifications for invoicing
Domain Redemption Period: Why a Redemption Fee Is Required and How Recovery Works
How to add and manage your customer's cards on file
How to Add Recurring Products to Your Products List in Documents and Contracts
How-to add Taxes Overview
How to Customize Product Selector Styles on the Product Details Page
How to Enable Editable Quantities in Payment Links
How to Implement Direct Checkout in Email Campaigns
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
How to Manage Stripe Payment Methods inside Patient Copilot
How to Send Confirmations After a Purchase/Order
How to Setup and Use International Automatic Taxes
How to Streamline Payments with Automated Invoice Reminders
How to Use BNPL in Order Forms and Payment Links
How to Use the Manual Payment Method in Your Ecommerce Store
Manage payment methods displayed with Stripe integration
Multiple recipient support on Proposals and Estimates
Payments Tab in Contacts and Opportunities on Mobile
Selling products on order forms with available payment providers
Tap to Pay on Square for POS and Mobile Payments
Tax Inclusive or Exclusive Pricing
Using Apple Pay and Google Pay in order forms
Using Square as a Payment Provider for POS and Mobile Payments
VAT FAQs
What happens in case of a payment failure for a Subscription?
Gift Cards (4)
Gift Cards
Getting Started with Gift Cards
How to Sell Gift Cards
How to Send Gift Cards
How to Track Gift Card Performance (Analytics & Metric Tracking)
Invoices & Estimates (27)
Invoices & Estimates
ACH Debit payment method on invoices
Add Product Images to Estimates in Patient Copilot
Attachments in Estimates and Invoices
Auto Payments in Recurring Templates
Bank-Only Transfers for Invoice Payments (SEPA & ACH)
Common use cases for Payments and Invoices
Create Estimates using Templates on Mobile(v3.98.1)
Customizing Invoice Layouts
Editing of Payment Schedules and Partially Paid Invoices
How to add Payment Plans to your Invoices?
How to Add Setup Fees to Your Recurring Invoices
How to Create and Manage Recurring Invoices in Patient Copilot
How to Create and Send Estimates Using in Patient Copilot
How to Create Invoices in Patient Copilot
How to Display Business and Client Tax IDs on Invoices?
How to Edit Recurring Invoices
How To Link Opportunities with Invoices and Estimates
How to send your first Invoice using Patient Copilot?
How to Set Up Flexible Payment Plans in Invoices
How to Use Partial Payment for Invoices
How to view all "Chart of Accounts" in Xero Integration?
Import Invoices Using CSV
Invoices - New revamped UI
Mobile: AutoPayment in Recurring Invoices
PDF Generation for Invoices and Receipts
Setting up QuickBooks Integration
Xero Integration with Patient Copilot
Mobile Payments (Tap-to-Pay) (1)
Mobile Payments (Tap-to-Pay)
Automatic Taxes on Mobile
Orders, Subscriptions, and Transactions (9)
Orders, Subscriptions, and Transactions
Export or Download Orders as CSV
Export or Download Subscriptions as CSV
Export or Download Transactions as CSV
How to Modify Existing Subscriptions
Import Transactions and Orders using CSV files
Pause and Resume Subscriptions
Payments - What is listed on the Subscriptions page?
Shipping Profiles: Custom Shipping Rates and App Integrations
Subscription Settings - Failed Payment Retries
Payment integrations, methods and settings (13)
Payment integrations, methods and settings
ACH - bank transfer support on NMI
Adding PayPal Buttons to Payment Elements
Authorize.net integration for processing payments
Details about fixed schedule subscriptions and charge when needed on Razorpay
How to build a custom payments integration on the platform
How to Connect and Use Square Payment Processor in Patient Copilot
How to integrate Razorpay within the CRM
How to set up the Adyen integration?
How to set up the NMI integration?
Managing Granular Permissions for Payments
Missing payment methods in Stripe checkout element
Square Payments: Smoother and More Secure Payments with 3D Secure (3DS)
Supported Payment Providers & Methods by Product Area (What Works Where)
Payment Links (5)
Payment Links
How to Customize Payment Links with Your Brand Colors
How to send personalized payment links to multiple contacts?
How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
Payment Links
Text-To-Pay Links
Products, Taxes & Coupons (9)
Products, Taxes & Coupons
Add and Track Product Cost Price & Margin
Automatic Tax Category IDs and Names
Bulk Actions on the Product Page
Getting Started with Coupons
How Product Deletion Works
How to Bulk Import Products into Patient Copilot
Image Zoom on the Product Details Page
Import Products / Price From Stripe
Products: Manual and Smart Collections
Phone System (122)
Overview
A2P registration (20)
A2P registration
A2P 10DLC Brand Approval Best Practices
A2P 10DLC Campaign Approval Best Practices
A2P 10DLC Campaign Use Cases
A2P 10DLC Campaign Vetting FAQ
A2P 10DLC Messaging Fees: Registration, Monthly, and Carrier Costs
A2P Campaign Registration: Step by Step Guide and FAQs
A2P Opt-In Form - Privacy Policy and Terms and Conditions Guidelines
A2P - Sole Proprietor Brand Registration for 10DLC
A2P - Standard Brand Registration for 10DLC
AI-Powered A2P Compliance Validation
Email OTP Verification for Secure A2P Brand Registration
Forbidden message categories for SMS and MMS in the US and Canada
Getting Started with A2P 10DLC
How to get your phone number A2P approved in 2026
Message throughput (MPS) and Trust Scores for A2P 10DLC in the US
Pre-Built A2P Campaign (Widget-First) Registration Flow
Revamped Trust Center and A2P experience
Understanding A2P Campaign Rejection Reasons & Required Fixes
Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements
What is A2P 10 DLC: Brand and Campaign Registration
Calling (24)
Calling
Auto-minimize, Pin & Drag Patient Copilot Dialer
Call Events Not Working for Twilio
Geo Permissions - Voice
How to Fix Bad Call Quality
How To Fix - Phone Call Redirect Loop
How To Forward Inbound Calls to Mobile App
How to Set Up Call Tracking (Number Pool)
Inbound Call Routing - Explained
Inbound Calls: IVR, AI, Routing & Call Flow Explained
Local Presence Dialing with the Patient Copilot Phone System
Outbound Calls with Dialer in Web App (Softphone)
Recommendations and Best Practices for Maintaining a Positive Caller Reputation
Remediate 'Spam Likely' on your Caller ID using Free Caller Registry
Ring Incoming call to multiple users
Ringless Voicemail and Voicemail Drops in Patient Copilot: Setup Guide
SIM-based calling with the Mobile App
Understanding LeadConnector Inbound Call Rate Limits
Using Call Connect to Ensure Accurate Call Status Tracking
Voicemail Drop: How It Works and Why It Matters
What is CNAM?
What is SHAKEN/STIR?
Why are my Calls marked as Spam, and How can I avoid it?
Why doesn’t my Business Name display after CNAM registration?
Workflow Trigger - Call Details
General (9)
General
5% Stripe Markup Removed From All Phone System Charges
Call Forwarding to Your Patient Copilot Phone Number
How to Create and Use Call Scripts in Web & App Dialers
How to use Custom CSS to hide the Twilio error banner
Moving Phone Numbers: Migration Guide
Number Intelligence - Spam Detection, Caller ID & SMS Validation
Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)
The Phone Dialer Overview
Understanding Default Phone Preferences for New Sub-Accounts
LC Phone System (18)
LC Phone System
Avoiding Call Loops when routing calls to Internal Phone Numbers
Custom Dispositions for Voice Calls
How do I migrate my agency and sub-account over to LC Phone?
How to Configure SMS Compliance Settings
How to Disable LC Phone System for Subaccount/Location (LC to Twilio)
How to Enable Call Transcriptions for Recorded Calls
How to Reduce Inbound Spam Calls
How to Set Up Verified Caller ID (Use your number for Voice Calls)
Know Your Customer (KYC) in the United Kingdom
KYC Verification on Persona — Best Practices
LC Phone System - Error Code and Warning Dictionary
Phone System Messaging Analytics Overview
Phone System Pricing & Billing Guide
Physical VoIP Deskphones (SIP)
Regulatory Bundle and Address Creation for Sub-Accounts
What is LC (Lead Connector) Phone System?
Why is your account suspended
Why You Can't Delete a Twilio Subaccount from the Patient Copilot?
Messaging (29)
Messaging
Action Required: International SMS Compliance Updates — UK & Turkey
Best Practices for SMS deliverability and Avoiding SMS Restrictions
Conversations Glitching? Here's What’s Going On?
Error: Not a Valid SMS-Capable “From” Number
File Size Limits for Attachments in SMS and Email
How to Calculate SMS and MMS Costs
How to check logs for a specific text message if you are connected to your own Twilio account
How to Create RCS Snippets and Send RCS Messages
How to increase Messaging Limits?
How to Onboard an RCS Sender ID in Patient Copilot (Non-ISV)
How to Prevent SMS Filtering by Carriers: Error 30007
Incoming SMS shows up in Conversations but isn’t forwarded to the forwarding number.
LC - Phone Messaging Policy
Messaging Analytics (New Experience) in Phone Settings
Messaging Ramp Progress Card
RCS Billing
RCS in Patient Copilot
Set Up Automatic Opt-Out and Sender Info Updates in Messaging Compliance
The Complete Guide to RCS in Patient Copilot
Track SMS Restriction History
Troubleshooting: Inbound SMS Showing as Calls or Not Appearing at all.
Troubleshooting SMS Delivery
Twilio Error 21610 "The message from/to pair violates a blacklist rule" when sending SMS
Understanding Common SMS Delivery Errors
Understanding the Potential Delivery Issues of Text Messages with Shortened URLs
Updated Messaging Guidelines for the U.S. & Canada
Using media in SMS campaign - how will it look on receiver's device?
Which Twilio phone number will the leads be getting the SMS from?
Why SMS in Mexico May Appear from a Different Number
Phone numbers (20)
Phone numbers
Buying a Twilio Number in Your Own Twilio Account Connected to Patient Copilot
Deleting / Resetting a Twilio Number
Enhanced Number Pool Management for Visitor Activity Tracking
How to Assign LC Phone Numbers to Users
How to buy a toll free number inside Patient Copilot?
How to Purchase a Phone Number
How to request a number that's not available?
How to Restore a Deleted Phone Number
Identity Verification for Phone Number Purchases (US/CA/PR/IL)
Improve your Phone Number's reputation with Voice Integrity
Mandatory 2FA for Phone Number Updates
Migrating International Numbers(Twilio to LC Phone)
Moving Numbers across Sub-Accounts (Same Agency)
Moving Phone Numbers across accounts (US and International)
Moving US numbers from Twilio to LeadConnector(LC)
Number Hosting Guidelines for LC Phone Locations
Overview of Phone Number Configuration Options
Phone Number Edit Configuration (Incoming Calls Settings)
Porting your phone number (non-Twilio number) to a location/subaccount
Using Your Existing Phone Number to Place Voice Calls
Voicemail (2)
Voicemail
Create Audio File For Voicemail (and Drops)
Voicemail For Company And For Users
Reporting (12)
Overview
Custom Reports (2)
Custom Reports
How to create custom reports and schedule reports
Template Library for Custom Reports
Marketing Audit Reports (2)
Marketing Audit Reports
How to Use Local Marketing Audits & Compare Reports for Strategic Growth
Website Detection in Marketing Audit Reports
Tracking & Attribution (8)
Tracking & Attribution
Appointment Report
Call Reporting
Enhanced Listings Audit in Prospecting & Marketing Audit Reports
Geographic Analytics (State & City Drilldown)
Google Analytics 4 Tracking
How To Set Up Google Ads Offline Conversion Actions (Google Platform Side Setup)
Understanding Attribution Source
Understanding Facebook Ad Reporting Terminology
Reputation Management & Reviews (34)
Overview
Competitor Analysis (1)
Competitor Analysis
Reputation Management: Competitor Analysis in Patient Copilot
GBP Optimization (2)
GBP Optimization
Easily Optimize Your Google Business Profile in Patient Copilot
Google Business Profile (GBP) Post Scheduler in Patient Copilot
Listings (2)
Listings
How to Schedule and Automate Performance Reports for Online Business Listings
Listings for Food & HealthCare Add-Ons
Review Requests (28)
Review Requests
Attaching Images to Review Requests
Call Tracking and Missed Call Text Back Through Google Business Profile
Customizing Review Widgets in Reputation
Getting Started with Reviews AI Agents
Guided Review Setup Wizard (Reputation Management)
How to Address Negative Reviews and Manage Reputation with Patient Copilot
How to Customize the Review Request Messages (SMS/Email)
How to Dispute a Google Review and Check on the Dispute Status
How to Personalize Review Requests Using Custom SMS Templates
How to send recurring emails with multiple email templates
How to send Review Request via Whatsapp
How to Send Review Requests
How to Set up Digital QR Code for Maximising Review Generation
How to Setup Workflow Triggers for Google and Facebook Reviews
Integrating Multiple Review Platforms to Manage and Monitor Reviews
Manual Reviews - Add & Manage Offline Reviews
Maximizing Customer Engagement with Reviews AI: A Guide to Suggestive and Auto-Pilot Modes
Multi-Channel Review Requests
Reputation - Breaking Down the Reputation Overview Dashboard
Reputation Management- Adding Multiple Review Links to Emails
Reputation Management - Market Comparison & why you should choose Patient Copilot to boost your online reputation
Reputation Management: New Widget Types + Full AI Summary Control
Reputation Management: Personalize Recurring Emails with Custom Templates
Review Request Balancing Across Platforms
Spam Detection of Reviews
Understand Customer Sentiment with AI-Powered Review Summaries
Understanding Your Profile Progress Tracker & Health Score
Yext: Online Listings Business Scan Report
Video Testimonials (1)
Video Testimonials
Reputation Management - Video Testimonials
Reselling Products (125)
Overview
Client Portal Branded Mobile APP (1)
Client Portal Branded Mobile APP
Client Portal Branded Mobile APP -Full Setup Guide For Agency
Online Listings (22)
Online Listings
Added ability to dismiss “Missing Info” alerts on entity profiles
Adding Additional Attributes to Listings
Cancelling Listings for Your Sub-account in Patient Copilot
Deploy Listings without Directly Charging the Client
Getting Started with Listings
Google Business Profile and Facebook Integration with Listings
How to Resell Listings to Your Clients
How to sell Listings as part of a SaaS Offer
How to use Entity History in Listings with Patient Copilot Audit Logs
How to Use the Listings Suggestions Feature
Listings Analytics Dashboard
Listings – Duplicate Suppression Management
Listings - How to Use White‑Labeled Analytics Reports
Listings - Self Service Onboarding
Multi-Location Management Within a Single Sub-Account
Online Listing Overview & Setup Doc
Online Listings: Supported Countries & Coverage
Patient Copilot Listings
Patient Copilot Listings Engine Selection Guide: Uberall Integration
Publisher Listing Force Sync (Yext & Uberall)
Resolving Yext Canceled or Duplicate States – Step-by-Step Guide
Split Business Hours, 24-Hour Days, and No-Set-Hours in Listings
Reselling (3)
Reselling
Cancellation for reselling subscriptions: In-app
How to Retry a Failed Payment for Any Reselling Products
Reselling - Paywall Payment Error Handling Improvements
WhatsApp (99)
WhatsApp
About your WhatsApp Business phone number's quality rating
Can I use my existing Whatsapp number for registration in Patient Copilot
Delete Phone Number Connected to WhatsApp Coexistence
Do I need a Meta Business Page to use whatsapp in Patient Copilot and How can I create one.
Error 131000 — Something Went Wrong
Error 131026 — Message Undeliverable
Error 131042 — Business Eligibility Payment Issue
Error 131053 — Media Upload Error
Error 135000 — Generic User Error
Error: Business account is restricted from messaging users in this country
Error: "The message was not delivered due to high-quality user experience"
Error: The message was not delivered due to the "WhatsApp undelivered" error
Error: “This number is registered to an existing WhatsApp account”
Error: “This phone number is already registered to a WhatsApp account”
How to Cancel WhatsApp subscription
How to Convert a Marketing Template into a Utility Template Using the Template Rewriter
How to create a WhatsApp Template?
How to Delete WhatsApp Phone number
How to Enable WhatsApp in your account?
How to fix error "Your phone number isn't eligible to connect to the WhatsApp Business Platform. More activity on the WhatsApp Business App is needed to help determine eligibility." while onboarding for coexistence
How to import WhatsApp templates using Snapshots into sub accounts
How to Request a Review for Automatic Reclassification of a Utility Template to Marketing by Meta
How to Resolve the Issue of Duplicate Contacts for WhatsApp Messages
How to send Images, Video, Audio and Document via WhatsApp
How to send WhatsApp Media: Images, Videos, Audio, Document via Workflow
How to Send WhatsApp Media Messages with Captions in Conversations
How to Set Up WhatsApp for a Sub-Account
How to Setup and Use Trigger Links in WhatsApp Templates
How to troubleshoot Unable to send OTP to verify Whatsapp number on the sub-account
How to troubleshoot "Whatsapp is stuck in pending status"
How to use LeadConnector/Twilio phone number for WhatsApp Business Account
How to Use the WhatsApp Business Onboarding Checklist
How to Use the WhatsApp Media Templates
How to verify the business page in Facebook
How to Verify Your Business on Meta
How to Verify Your Phone Number on WhatsApp Business
Important Update:: WhatsApp Marketing Messages to U.S. Numbers Paused Starting April 1, 2025
In-App Business Verification for WhatsApp
Interactive WhatsApp Messages
Issue: Old Whatsapp Voice Notes Appearing Blank in Conversations
Marketing Messages API for WhatsApp (MM Lite)
Marketing Opt-out Button to Your Message Template
Missed Call WhatsApp Back — Overview & Setup
Native WhatsApp Voice Notes with Transcriptions
Per-User Marketing Template Message Limits
Requesting an Official Business Account: WhatsApp Blue Tick
Save WhatsApp Media to Contact Documents ("Add to Documents")
Select WhatsApp To and From Numbers in Conversations
Template Categorisation Guidelines
Troubleshooting a Restricted WhatsApp Business Account
Troubleshooting WhatsApp Coexistence Chat History Sync Issues (Right After Onboarding)
Unable to send whats app text, due to invalid parameter error.
Upcoming Changes to WhatsApp Business Platform
View policy violation details for your WhatsApp Business account
What to Do When Business Account has been locked or banned
What to Do When Your Meta Account Is Disabled or Business account is locked
WhatsApp - 30 Day Free Subscription Trial
WhatsApp Audit Logs
WhatsApp Bulk Action
WhatsApp Bulk Action - Failure Messages Fallback to SMS
WhatsApp Business API Error #131037 — Display Name Approval Required
WhatsApp Business Display Name: Guidelines, How to Change It, and Declined Fixes
WhatsApp Business Profile Management
WhatsApp Calling
WhatsApp Coexistence: Feature for Dual-Platform Messaging
WhatsApp Contact Management and Smartlist
WhatsApp: Customer Service Window Check
WhatsApp Delivery Status under Workflows
WhatsApp Error: "In order to maintain a healthy ecosystem engagement, the message failed to be delivered"
WhatsApp Error: “Message failed to send because more than 24 hours have passed since the customer last replied”
WhatsApp Error: “Message type is currently not supported”
WhatsApp FAQs
WhatsApp Flows: In app Appointment Booking
WhatsApp Full Setup Guide for Agency
WhatsApp Marketing & Bulk Actions: Quality Score & Deliverability Best Practices
WhatsApp Media Templates
WhatsApp Messages Errors: Meta Chose Not to Deliver and Message Undeliverable
WhatsApp - Messaging Limits
WhatsApp Onboarding Failure: “Please create a new WhatsApp Business Account since a payment method already exists for the current WhatsApp Business Account”
WhatsApp - Organize Templates Using Folders
WhatsApp Platform Pricing & Feature Comparison
WhatsApp Pricing, Billing, and Rebilling Guide
WhatsApp Schedule Send
WhatsApp: Send Message Templates (Snippets)
WhatsApp Template Error: “body: Parameter at index contains URL”
WhatsApp Template Error: “New English (US) content can't be added while the existing English (US) content is being deleted. Try again in 4 weeks or consider creating a new message template.”
WhatsApp: Template Level Analytics
WhatsApp Template Statuses and Best Practice
WhatsApp: Unsupported Message Type
WhatsApp V2 Action
WhatsApp Voice Note
WhatsApp Voice Notes in the Mobile App
WhatsApp - Workflow Integration
WhatsApp: Workflow Statistics
Why a WhatsApp Message Was Not Delivered
Why Does the “Payment Failed” Message Appear During WhatsApp Integration?
Why WhatsApp Templates Are Rejected with an “Invalid Format” Error
Why You Can’t Edit Certain WhatsApp Templates
Workflow Trigger: Click to WhatsApp Ads & Facebook Page CTA
SaaS Configurator (41)
Overview
Saas Mode (41)
Saas Mode
2FA for New SaaS Sub-Accounts
Configure automatic tax collection for your SaaS subscriptions using Stripe
Convert Existing Sub-Account to SaaS Mode Subscription Plan
Custom Payment Providers in SaaS Mode
Customize Default Naming Conventions for New SaaS Accounts
Email Re-Billing on the Unlimited (297/2970) and Pro (497/4970) Plans
Enabling Twilio Rebilling For Customers Who Want Use Their Own Twilio Account
Enabling Twilio Rebilling For Customers Who Were Using The Same SID/Token As Other Customers
Guide from Zero to Saas Mode Sales + Troubleshooting
Guide to SaaS Plan Creation, Sales, and Customer Onboarding
How to Bulk Manage SaaS Sub-accounts
How To Calculate Email Cost in Your SMTP Provider
How to Cancel SaaS sub-account for your client
How to Configure Contacts Limit for SaaS Sub-Accounts
How to Configure Downgrade Settings for SaaS Clients
How to customize the onboarding email that is sent to new sub-account users?
How to Customize the SaaS Subscription Cancellation Flow
How to Enable and Rebill Workflow - External AI Models?
How to Import Stripe Products into SaaS Configurator
How to improve the security of my SaaS Checkout process
How to Modify SaaS Plan Category and Plan Level
How to Package Add-Ons as Part of SaaS Plans
How to Resell Marketplace Apps as a Part of SaaS Plans
How to Upgrade SaaS Plan for a Location
How to Use Custom Menu Links in SaaS Plans
Import Stripe Products into SaaS Configurator (legacy v1)
Patient Copilot SaaS Mode FAQs
Pause / Resume Sub-Accounts
Public API Endpoints for SaaS Configurator
Reselling and Rebilling through SaaS V2 Payment Providers
Reselling Products - Global Tax Compliance
SaaS Bulk Rebilling Setup for Multiple Sub-Accounts
SaaS Configurator - Modify Plan Category and Plan Level
SaaS Configurator Onboarding
SaaS Mode - Full Setup Guide + FAQ
SaaS Plan Labels Updated to V1 and V2
SaaS Wallet Credit Management - Sub Account Level
Special Prices for SaaS Sub-Accounts
Webhook: New SaaS Plan Created
WhatsApp Reselling via Wallet
Why can’t I see all my SaaS plans while creating a subscription?
Settings (52)
Overview
Agency Settings (13)
Agency Settings
Agency Company Settings in Patient Copilot
Agency Tax ID Guide
Billing Related Questions for Agencies
Branding System-Generated Links (API Domain)
Customizing Patient Copilot Menus: A Guide to Custom Menu Links
How do I find my Agency's Relationship Number?
How to change Agency's address in Patient Copilot?
How to Delete a Subaccount/Location
How To Upgrade to Patient Copilot's Agency Pro Plan ( SaaS plan)
In-App Banner Management
Login As User (Agency Admin Only)
Snapshot Version Management
Unified Payment Options Across All SaaS Locations
Audit Logs (2)
Audit Logs
Audit Logs
Exporting Audit Logs
Business Profile Settings (8)
Business Profile Settings
Allow Duplicate Contacts (Contact Deduplication Preferences)
Business Profile Settings
Business Profile Settings - Authorized Representative
Business Profile Settings - Business Information
Business Profile Settings - Business Physical Address
Business Profile Settings - Enable/Disable Depreciated Features
Business Profile Settings - General
Business Profile Settings - General Information
Domain Connect (1)
Domain Connect
Connecting Your Domain on Patient Copilot - A Guide
Domain Purchase / Transfer (7)
Domain Purchase / Transfer
Configure & Connect Purchased Domains
Domain Transfer-out to Cloudflare
Domains - Transfer-In Process
Get Additional Domain Extensions While Buying or Managing Domains
How to Enable and Rebill Domain Purchase?
How to Purchase Domain Step by Step
LC Domain: Multiple Year Domain Purchase
Domains (1)
Domains
Prevent Domain Connection Conflicts in Patient Copilot
Sub-Account Settings (10)
Sub-Account Settings
Account Billing Dashboard
Company Object Automation
Complete Guide to Media Storage!
Custom Values Settings
How do I find my Client's Location ID?
Media Storage & File Upload Limits
Multi-Select in Media Storage
Understanding the Manage Scoring Page in HiRise Design
WhatsApp Settings
Where and How to Configure the Missed Call Text Back Feature
User Settings (10)
User Settings
Admin Vs. User Roles and Permission Scopes
Agency | Managing User Roles & Permissions
Authenticator App Support for Two-Factor Authentication (2FA)
Email Signatures
Google Login for WL agencies
How to create a user or admin to manage multiple HL locations without giving them agency access?
Setting Up Single Sign-On (SSO) on Patient Copilot
Troubleshooting Login issues
User Access
User Roles, Permissions and Assigned data: Subaccount
Sites (265)
Overview
Analytics (Funnels, Websites, & QR Codes) (7)
Analytics (Funnels, Websites, & QR Codes)
Advanced Filters in Site Analytics
Analytics for External Tracking
Analytics for Top Countries, States and Cities in Funnel Analytics
Average Time in Site Analytics
Funnels and Websites - Browsers and IPs in Funnel Analytics
Pie Chart Visualizations in Funnels and Websites Analytics
Sites - Traffic Source Analytics
Blog (24)
Blog
Add Blog Post Element in Funnel Step or Website Page
Blog Analytics - Track Blog & Post Performance
Blog and Blog Post Statuses
Blogs - Bulk Import Using CSV
Blogs - Import Blog Posts Using URL
Canonical URLs Explained: Boost Your Patient Copilot Blog SEO
Create Blog Posts
Create Blog Posts with AI
Getting Started with Blogs and Blog Posts
How to Add Author(s) to The Blog Builder
How to add blog search and category navigation?
How to add Blog Sitemap?
How to add Hero or Featured Post in Blog?
How to add 'Table of content' to my blog?
How to Create a Blog?
How to Customize Blog Design and Layout
How to move from Old Blog to New Blog?
How to Restore Deleted Blog Posts
How to Update SEO for Blog Post
How to Use Auto-Save on Blog Posts
How to Use the Blog Template Library
RSS Feed for Blogs
Sharing Blog Content Across Sub-Accounts via a Snapshot
Subscribe to Blog
Chat Widget (25)
Chat Widget
Add Patient Copilot's Chat Widget to Your Duda Website
Add Patient Copilot's Chat Widget to Your Shopify Website
Add Patient Copilot's Chat Widget to Your Squarespace Website
Add Patient Copilot's Chat Widget to Your Weebly Website
Add Patient Copilot's Chat Widget to Your Wix Website
Adding Custom Fields in the Chat Widget Contact Form
Automating customer replies from an All-in-One chat widget
Chat Widget - Business Office Hours in Live Chat
Chat Widget - Send your leads to Whatsapp Chat
Chat Widget: Using File Attachments in Live Chat
Collect Visitor Details Before Live Chat Starts
Customizable Message Field in Chat Widgets
Facebook and Instagram Chat Widgets
Getting Started with Chat Widget
How to Create an Embedded Live Chat Widget
How to create an Embedded Voice AI Chat Widget
How to Create Multiple Chat Widgets in a Single Sub-Account
How to Install Patient Copilot's Chat Widget
How to set up and use the Voice AI Chat Widget
How to use Chat Attachments in Live Chat Widgets
How to Use the All-in-One Chat Widget
Notification Sound Option in Chat Widgets
Overview of Chat Widget Customizations
Track Chat Widget Activity Using Google Analytics 4 (GA4)
Voice AI Chat Widget
Client Portal (1)
Client Portal
Branded Mobile App Builder: In-app Form and Customizer
Custom Objects (2)
Custom Objects
Bulk Import Custom Object Records (CSV) with Bulk Actions
Custom Objects and Company Objects in Forms, Surveys & Quizzes
FAQs and Common Troubleshooting Steps (6)
FAQs and Common Troubleshooting Steps
Can Patient Copilot Websites Be Exported?
FAQs, Basic Troubleshooting - Funnels, Websites, Webinars
Fixing Google Ads Rejections Caused by Funnel URL Redirects or Extra Paths
Google Analytics (GA4) Debug Checklist
How to Improve Funnel & Website Page Speed
Troubleshooting: Extra HTML or Unrelated Text Appearing in Calendar Embed
Forms (35)
Forms
Analytics for Forms and Surveys
Conditional Logic V2 in Forms and Surveys!
Element & Slide Cloning in Quizzes, Forms and Surveys
Email Notifications in Forms and Surveys
Email Validation feature in Forms and Surveys
Embedding Patient Copilot Forms on Non-Patient Copilot Websites
Forms and Surveys: "Other" Option
Forms - How to Setup and Use Order Bumps
Forms & Surveys - Auto-Scroll to First Error + Improved Error Handling
Forms, Surveys & Quizzes: Inline Editing
Forms, Surveys & Quizzes - On Submit Message Customisation
How to Add Custom CSS to Forms, Surveys, and Quizzes!
How to create a contact form in Patient Copilot?
How to make my form submissions secure from spammers?
How to Quickly Add and Edit Custom Fields in Forms and Surveys
How to Use Address Auto-Complete in Patient Copilot Forms and Surveys
How to Use Embedding Options for Forms: Triggers, Layouts, and Deactivation Settings Explained
How to Use Order Upsell in Forms
How to Use Products in Payment Element in Forms
How to Use SMS Verification in Forms and Surveys
How to Use the Enhanced Form Builder Features for Greater Flexibility
How to Use the Spread to Column Option in Forms and Surveys
HTML Editor Security Validation
Math Calculation v2 in Forms & Surveys
Math Calculations in Forms/Surveys
Mobile Editor for Forms, Surveys, and Quizzes
Payment in Forms (Including Donations)
Populate Custom Fields and capture in submission using Custom HTML/Javascript Logic
Rating Element for Forms, Surveys & Quizzes
Revamped Forms and Surveys Submissions Page
Right Sidebar in Form and Survey Builder
Sticky Contact in Forms, Surveys, and Calendars
Themes in Forms/Surveys
Tracking External Forms with Patient Copilot
Understanding the Primary Color in Forms, Surveys and Quizzes
Funnel & Website Builder (5)
Funnel & Website Builder
Border Control in Page Builder
Bubble Style for Radio & Checkbox Elements
How to Save & Use Element Templates in Page Builder
QR Code Element in Page Builder
Using Global Sections in the Page Builder
Funnel & Website Settings (1)
Funnel & Website Settings
Create Forms & Surveys Inside the Site Builder
Funnels and Websites (74)
Funnels and Websites
Advanced Image Settings for Mobile & Desktop View
Animation Customizations in Funnels & Websites
Audit & Fix Consent Text Across All Your Assets
Audit Logs in Funnels, Websites, Webinars & Stores
Auto-Save and Version History for Funnels, Websites, and More!
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons for Websites and Funnels
Complete Guide to Creating Webinars in Patient Copilot
Converting funnels and websites with the new import feature
Custom Meta Tags
Custom Values not working on landing page? | Using URL Parameters in Funnels
Customizing Forms Inside Funnels Using the Form Builder
Download File Action for Buttons, Images, and SVGs
Drag and Drop with Auto-Hierarchical Layout in Funnel & Website Builder
Dynamic Keyword Insertion Using URL Parameters (Guest Tutorial)
Font Weight in Funnels and Websites
Funnel Statistics
Funnel & Website AI
Funnels & Websites | Creating Categories in the Navigation Menu
Funnels & Websites: Number Counter Widget
Funnels & Websites: Photos Gallery Element
Gradients and Background Blur in the Page Builder
Guide: Funnel & Website Stats Definitions
Height & Width Controls for Page Builder Elements
Hide and Show Elements on Button Click (Funnels & Websites)
Hosted Video Player For Funnels
How to Add a One‑Step Order Form to a Funnel
How to Add a Two‑Step Order Form to a Funnel
How to Add Dynamic Animations to Text Elements
How to Change Heading Tags (h1, h2, etc) on Funnels/Websites
How to Create a Customizable 404 Error Page
How to Create an Exit-Intent Pop-Up in Patient Copilot
How to Create Multiple Popups Per Page for Funnels and Websites
How to Easily Add and Edit Shadows in Your Website Builder
How to Enhance Your Content with Dynamic Visual Effects
How to Enhance Your Images in the Funnel and Website Builder with the Image Action Feature
How to Get Customer Consent or Track Legal Basis to Process Your Lead's or Customer's Personal Data
How to import a Funnel From ClickFunnels?
How to Let Users Choose a Webinar Slot with a Form and Send a Confirmation Email
How to Use Prebuilt Elements in Your Funnels and Websites
How to Use Pricing Table Element
How to Use Rich Text Elements in Funnels & Websites
How to Use Site and Funnel Analytics in Patient Copilot
How to Use the Color Picker for Funnels & Websites
How to Use the Cookie Consent Banner in Patient Copilot Funnels & Websites
How to Use the Download File Action for Buttons
How to Use the Logo Showcase Element
How to Use the New Block Editor in Funnels and Websites
How to Use the Testimonial Element
Image Slider Element for Engaging Web Design
Manual Payment Support for Forms & Surveys
Navigation Menu Revamp with Mega Navigation Support
Navigation Menus In The Patient Copilot Funnel Builder
Nested Layouts in Funnel and Website Builder
Nested URL Paths Support for Websites, Funnels, Ecomm & Webinars
Page View Triggers for Funnels and Websites
Prebuilt Mega Menu Headers
Product Media Layouts for the Product Details Page in Patient Copilot
Saved Sections - Funnels, Websites, Webinars and E-Commerce Store
Scroll to Elements or Sections in Websites or Funnels
Services Notifications: Custom Email & In-App Alerts
Show Popup on Entering Funnel/Website
Social Media Icons
Split Testing in Funnels
Sync Your Countdown: Dynamic Timer for Emails & Websites
Troubleshooting URL Indexing Issues in Funnels
Ultimate Guide to 301 Redirects
Universal Elements in the Patient Copilot Page Builder
URL Parameters in Websites and Funnels
Using Custom Font in Funnels And Websites
Using the New Revamped Sidebar in Funnel & Website Builders
Web Widget Marketplace for Funnels and Websites Builder
Webinar Funnels
Websites Overview
Whitelabel Funnel Sharing: Step-by-Step Guide
General Setup (2)
General Setup
Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more
XML Sitemaps
Privacy Policy (1)
Privacy Policy
How to Link Your Privacy Policy When Collecting Personal Data
QR Codes (10)
QR Codes
Bulk QR Code Creation
How to create a QR Code linked with Review Page
How to create a QR Code linked with Website
How to Create Custom Business Card QR Codes
How to Create vCards in the QR Code Builder
QR Code Builder Redirect Options
QR Code Bulk Actions, Renaming & Copy Link Shortcut
QR Code Features Landing Page
QR Code Generation and Download Guide
Quizzes and QR Codes in SaaS Plan Configurations
Quizzes (7)
Quizzes
Customizing Quiz Result Pages
How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!
Map Quiz Results Directly to CRM Custom Fields
Quiz Builder Guide
Quiz Template Library: Create Quizzes Faster with Pre-Built Templates
Setting Up Personality-Style Quizzes (Highest/Lowest Category)
Workflow Trigger - Quiz Submitted
Schema Markup (3)
Schema Markup
Generate Schema Markups Using AI in Funnels & Websites
How to Delete Schema Markups in Funnels & Websites
How to Manually Add Schema Markups in Funnels & Websites
SEO (9)
SEO
Content Creation & SEO Assistance!
Keyword Research and Rank Tracking in Patient Copilot SEO
Local SEO: Tracking Local Rankings with Heatmaps
SEO - A Guide to Boosting Your Search Rankings
SEO: AI Recommendations - Infinite Scroll
SEO - How to Delete Site Projects
SEO Plan Comparison: Patient Copilot vs Ahrefs vs SEMrush (2025)
SEO Unsubscription Flow & Project States
Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO
Stores (E-commerce) (1)
Stores (E-commerce)
Custom Product Details Page for E-commerce Stores
Surveys (8)
Surveys
Conditional Logic in Surveys (v2)
Enhanced Consent Checking for Voice AI Outbound Calling (Forms, Surveys, Calendars)
One Question at a Time (Survey Builder)
Payments Integration in Surveys | Collect Payments & Sell Products
Progress Bar for Surveys & Quizzes on Mobile
Survey Create Contact on Partial Completion
Surveys - How to Setup and Use Order Bumps
Where Do Survey Answers Show Up
Troubleshooting Funnels (1)
Troubleshooting Funnels
How to set up Root Domain/Subdomain for your Funnels/Websites?
Webinars (2)
Webinars
Recurring Webinar Settings
Webinar Video Analytics
Wordpress (41)
Wordpress
? How to Increase PHP Upload Limits on Your WordPress Site (Post Max Size, Upload Max Filesize)
Cloning Wordpress Websites in Patient Copilot
Create Sites Using Cloning functionality
Custom Values in WordPress
Granular Permissions for WordPress
How to Disable SEO Indexing for WordPress Sites
How to Get Customer Support for WordPress Issues
How to install LeadConnector on WordPress
How to Install Popular WordPress Plugins During Site Creation
How to resell WordPress to your clients
How to Select Country Server Location for WordPress Hosting
How to Setup SFTP for your WordPress Site
How to Setup WordPress for Clients
How to Use FTP to Access Your WordPress Website
How to Use the WordPress Plugin Troubleshooter
List of blocked WordPress plugins
Multiple WordPress Site Installs Under the Same Sub-Account
New WordPress Site From Template
Setup Guide for WordPress Hosting
SSH access for WordPress
Understanding the Migration View: What You See vs. What Sub-Accounts See
Word Press Hosting — Search & Replace Tool
WordPress Access & Activity Logs
WordPress - Adding Domains for your site
WordPress - AI-Powered Page Builder
WordPress: Automatic Updates Management for Core, Plugins, and Themes
WordPress - Custom HTML Pages
WordPress - Disk Space Add-on
WordPress: Domain Connect Integration
WordPress Hosting: Specs, Market Comparison, and New Pricing Plans
WordPress Hosting: Step-by-Step Migration Guide
WordPress - How to Add Domains to Sites
WordPress LC Plugin - Reviews, Calendars, Surveys & Quizzes Support
WordPress: Payment Failure Notifications via Email & LC Plugin
WordPress PHP Version Update
WordPress - SEO Reports
WordPress: Single Sign On Admin
WordPress - Staging Environment Access
WordPress - Uptime Monitor
WordPress - User Feedback Box for Agencies
WordPress - Website Performance Report
Tasks (4)
Overview
Creating Tasks (3)
Creating Tasks
Recurring Tasks
Rich Text for Notes and Task Descriptions
Unified Task Management Across Contacts and Opportunities
Managing Tasks (1)
Managing Tasks
Task Management
Uncategorized (1)
Overview
Misc (1)
Misc
The page you were looking for doesn't exist (404)
University (2)
Overview
Patient Copilot How-To's (1)
Patient Copilot How-To's
How To Build A Double Opt-In Flow
Prospecting & Sales (1)
Prospecting & Sales
How To Generate Leads From Local Chamber & BNI Meetups
Workflows (298)
Overview
Affiliate Workflow Actions (4)
Affiliate Workflow Actions
Action - Update Affiliate -> Workflow Action - Update Affiliate
Workflow Action - Add To Affiliate Campaign
Workflow Action - Add To Affiliate Manager
Workflow Action - Remove From Affiliate Campaign
Appointments Workflow Actions (2)
Appointments Workflow Actions
Workflow Action - Appointment Booking Conversation AI Booking Bot
Workflow Action - Update Appointment Status
Appointments Workflow Triggers (2)
Appointments Workflow Triggers
Workflow Trigger - Appointment Status
Workflow Trigger - Customer Booked Appointment
Communication Workflow Actions (19)
Communication Workflow Actions
AI Powered Email Generation in Workflow Action
Workflow Action - Add Task
Workflow Action - Call
Workflow Action - Drip
Workflow Action - Edit Conversation
Workflow Action - Facebook Interactive Messenger
Workflow Action - GMB
Workflow Action - Instagram Interactive Messenger
Workflow Action - Internal Notification
Workflow Action - Manual Call
Workflow Action - Manual SMS
Workflow Action - Reply In Comments
Workflow Action - Review Request
Workflow Action - Send Email
Workflow Action - Send SMS
Workflow Action - Slack Message
Workflow Action - Voicemail
Workflow Action - WhatsApp
Workflow Action - WhatsApp Customer Service Window Check
Communities Workflow Triggers (6)
Communities Workflow Triggers
Gamification/ Leaderboard triggers and actions for Community groups
Workflow Trigger & Action - Grant/Revoke Private Channel Access
Workflow Trigger - Courses New Sign Up
Workflow Trigger - Group access granted
Workflow Trigger - Group Access Revoked
Workflow Trigger - Product Completed
Company Workflow Actions (3)
Company Workflow Actions
Workflow Action - Clear Fields of Company or Associated Contact
Workflow Action – Create Company or Associated Contact
Workflow Action - Update Company or Associated Contact
Company Workflow Triggers (2)
Company Workflow Triggers
Workflow Trigger - Company Changed
Workflow Trigger - Company Created
Contact Workflow Actions (24)
Contact Workflow Actions
Workflow Action - Add Contact Tag
Workflow Action - Add Leads Under an Affiliate
Workflow Action - Add Manual Sales For An Affiliate
Workflow Action - Add to Notes
Workflow Action - Assign To User
Workflow Action - Clear Associated Company Fields
Workflow Action - Copy Contact To Sub Account
Workflow Action – Create and Associate Company
Workflow Action - Create Contact
Workflow Action - DND Contact
Workflow Action - Find Contact
Workflow Action - Generate One Time Booking Link
Workflow Action - Go To
Workflow Action - GPT History
Workflow Action – Merge Contact
Workflow Action - Remove Assigned User
Workflow Action - Remove Contact Tag
Workflow Action - Update Associated Company
Workflow Action - Update Contact Field
Workflow Actions - Add Contact Follower
Workflow Actions - Delete Contact
Workflow Actions - Log External Call
Workflow Actions - Modify Contact Engagement Score
Workflow Actions - Remove Contact Follower
Contact Workflow Triggers (14)
Contact Workflow Triggers
Workflow Trigger - Birthday Reminder
Workflow Trigger - Contact Changed
Workflow Trigger - Contact Created
Workflow Trigger - Contact DND
Workflow Trigger - Contact Engagement Score
Workflow Trigger - Contact Tag
Workflow Trigger - Custom Date Remimder
Workflow Trigger - Note Added
Workflow Trigger - Note Changed
Workflow Trigger - Task Added
Workflow Trigger - Task Completed
Workflow Trigger - Task Reminder
Workflow Trigger - Trigger Link Clicked
Workflow Triggers - Note Changed
Courses Workflow Triggers (4)
Courses Workflow Triggers
Workflow Trigger - Category Completed
Workflow Trigger - Courses User Login ( Legacy Portal )
Workflow Trigger - Offer Access Granted
Workflow Trigger - Offer Access Removed
CRM Workflow Actions (4)
CRM Workflow Actions
Custom Object and Company Based Workflow Actions & Triggers
Workflow Action – Add Associated Records to Workflow
Workflow Action – Find Object Record / Find Company
Workflow Action – Remove Associated Records from Workflow
Custom Object Workflow Actions (3)
Custom Object Workflow Actions
Workflow Action - Clear Fields of Associated Record for Contact
Workflow Action - Create an Associated Record for Contact
Workflow Action - Update an Associated Record for Contact
Data Management (3)
Data Management
Workflow Action - Event Start Date
Workflow Action - Math Operation
Workflow Action - Text Formatter
Developer Resources (4)
Developer Resources
Interactive Voice Response (IVR) Guide - Triggers & Actions
Workflow Trigger - Inbound Webhook
Workflow Trigger - Number Validation
Workflow Trigger - Video Tracking
Documents & Contracts (1)
Documents & Contracts
Workflow Action - Send Documents & Contracts
Events Workflow Triggers (5)
Events Workflow Triggers
Workflow Trigger - Call Status
Workflow Trigger - Customer Replied
Workflow Trigger - Email Events
Workflow Trigger - Form Submitted
Workflow Trigger - Inbound Email
Facebook/Instagram Events Workflow Triggers (3)
Facebook/Instagram Events Workflow Triggers
Workflow Trigger - Facebook Comment(s) On A Post
Workflow Trigger - Facebook Lead Form Submitted
Workflow Trigger - Instagram Comment(s) On A Post
Forms and Surveys Workflow Triggers (2)
Forms and Surveys Workflow Triggers
Workflow Trigger - Funnel/Website Page View
Workflow Trigger - Survey Submitted
Getting Started w/ Workflows (39)
Getting Started w/ Workflows
Airtable - Actions & Triggers in Workflows
Apify - Actions & Triggers in Workflows
Asana Actions and Triggers in Workflows
Automations-Overview
Basecamp Actions & Triggers in Workflows
Cal.com: Workflow Actions & Triggers
ClickUp - Actions & Triggers in Workflows
Comprehensive workflow stats
Custom Webhook Action – Secure Credential Management
Delinked Nodes (Independent Branches): Advanced Builder Workflow
Experiment: Waiving Premium Action/Trigger Charges for Selected Marketplace Apps
Fathom - Actions & Triggers in workflows
Google Forms - Actions and Triggers in Workflows
Highlighting & Resolving Errors in a Workflow
How to enable and rebill Premium Features for Workflows
Hubspot: Workflow Actions & Trigger
If/Else Workflow Action - Appointment Filter Options
Introduction to Workflows and Automations
Manus - Actions & Triggers in Workflows
Monday.com - Actions and Triggers in Workflows
New Discover button - Workflows
Notion Integration with Patient Copilot
Standard vs Advanced: How to Set Default Workflow Builder
Typeform – Actions & Triggers in Workflows
Using the Workflow Switcher in Patient Copilot
Vapi - Actions and Triggers in Workflows
What are AI-Powered Field Tooltips in Workflows?
Workflow AI Builder
Workflow Builder: Learn More Using AI
Workflow Notes, Action Notes & Sticky Notes
Workflow - Oauth2 in Custom Webhook
Workflow Trigger and Action: Google Contact
Workflows - Advanced Filters & Smart List
Workflows - Bulk Actions in List Page
Workflows- Improved Execution Logs & Enrollment History
Workflows Landing Page: New Onboarding Experience
Workflows Nested Folders
Workflows pro plan - Black friday & Cyber monday promotion
Workflows Pro Plan - New Pricing Tiers
Integrations Workflow Actions (4)
Integrations Workflow Actions
Workflow Action - Add To Google Ads
Workflow Action - Add To Google Analytics
Workflow Action - Custom Code
Workflow Action - Google Sheets
Internal Tools Workflow Actions (8)
Internal Tools Workflow Actions
Action - Add to Workflow -> Workflow Action - Add to Workflow
Workflow Action - Array Formatter
Workflow Action - Go To
Workflow Action - If/Else
Workflow Action - Remove from Workflow
Workflow Action - Set Event Start Date
Workflow Action - Split
Workflow Action - Wait
IVR Workflow Actions (5)
IVR Workflow Actions
Workflow Action - IVR Connect Call
Workflow Action - IVR End Call
Workflow Action - IVR Gather Input On Call
Workflow Action - IVR Say/Play
Workflow Action - Record Voicemail
IVR Workflow Triggers (1)
IVR Workflow Triggers
Workflow Trigger - Start IVR Trigger
LinkedIn (1)
LinkedIn
Workflow Trigger - LinkedIn Lead Form Submitted
Memberships & Communities Workflow Actions (2)
Memberships & Communities Workflow Actions
Workflow Action - Course Grant Offer
Workflow Action - Course Revoke Offer
Notes Workflow Triggers (1)
Notes Workflow Triggers
Trigger - Note Added -> Workflow Trigger - Note Added
Opportunity Workflow Actions (9)
Opportunity Workflow Actions
Workflow Action - Add Follower(s) to Opportunity
Workflow Action - Add Owner to Opportunity
Workflow Action - Create Opportunity
Workflow Action - Create/Update Opportunity
Workflow Action - Find Opportunity
Workflow Action - Remove Followers from Opportunity
Workflow Action - Remove Opportunity
Workflow Action - Remove Owner from Opportunity
Workflow Action - Update Opportunity
Opportunity Workflow Triggers (10)
Opportunity Workflow Triggers
Workflow Trigger - Opportunity Changed
Workflow Trigger - Opportunity Created
Workflow Trigger - Opportunity status changed
Workflow Trigger - Order Form Submission
Workflow Trigger - Order Fulfilled
Workflow Trigger - Order Placed
Workflow Trigger - Order Submitted vs Order Form Submission
Workflow Trigger - Pipeline Stage Changed
Workflow Trigger - Stale Opportunities
Workflow Triggers - Opportunity Created
Payments Workflow Actions (5)
Payments Workflow Actions
Workflow Action - Send Estimate
Workflow Action - Send Invoice
Workflow Action - Send Recurring Invoice
Workflow Action - Stripe One Time Charge
Workflow Trigger - Order Submitted
Payments Workflow Triggers (12)
Payments Workflow Triggers
Refund Workflow Trigger in Patient Copilot
Workflow Trigger - Coupon Code Applied
Workflow Trigger - Coupon Code Expired
Workflow Trigger - Coupon Code Redeemed
Workflow Trigger - Coupon Redemption Limit Reached
Workflow Trigger - Estimates
Workflow Trigger - Invoice
Workflow Trigger - Order Submitted
Workflow Trigger - Payment Received
Workflow Trigger - Product Access Granted
Workflow Trigger - Product Access Removed
Workflow Trigger - Subscription
Send Data Workflow Actions (1)
Send Data Workflow Actions
Workflow Action - Update Custom Values
Shopify Workflow Triggers (1)
Shopify Workflow Triggers
Workflow Trigger - Shopify Abandoned Cart
Social Media Communication (2)
Social Media Communication
Workflow Action - Instagram DM
Workflow Action - Messenger
TikTok Workflow Triggers (1)
TikTok Workflow Triggers
Workflow Trigger - TikTok Form Submit
Troubleshooting Workflows (1)
Troubleshooting Workflows
Facebook Conversion API Workflow Trigger Not Working
Webhooks Workflow Actions (3)
Webhooks Workflow Actions
User Lifecycle Events via Webhooks
Workflow Action - Custom webhook
Workflow Action - Webhook (Outbound)
Workflow Actions (12)
Workflow Actions
Automate Marketing Audit Reports in Patient Copilot Workflows
Conversation AI Post-Appointment Booking Actions
Copy Workflow Actions Across Workflows
How to send Email using AI in Workflows
Mistral AI: Workflow Actions
Workflow Action - Dare/Time Formatter
Workflow Action - Email Verification
Workflow Action - Goal Event
Workflow Action - Invoke Agent Studio Agent
Workflow Action - Number Formatter
Workflow Action: OpenRouter Generate Response
Workflow Actions - Conversation AI
Workflow AI Workflow Actions (7)
Workflow AI Workflow Actions
Conversation AI: Multiple Messages in One Workflow Action
Workflow Action - AI Agent
Workflow Action - AI Decision Maker
Workflow Action - AI Intent Detection
Workflow Action - AI Summarize
Workflow Action - AI Translate
Workflow Action - GPT Powered by OpenAI
Workflow Builder (52)
Workflow Builder
A List of Workflow Triggers
Advanced Builder for Workflows
Appointment scenarios in Workflow
Campaigns are no longer maintained
Error Notifications in workflows
Getting Started with Workflows
GPT-4 in Patient Copilot
GPT-5 in Patient Copilot Workflows
Guide to Custom Webhook Workflow Action
Guide to Date/Time Formatter Workflow Action
Guide to Facebook & Instagram Comment Automation & AI
Guide to Google Sheets Premium Workflow Action
Guide to Slack Workflow Action
History for GPT actions (AI Memory Key)
How To Attach Files to MMS Using Custom Values
How to copy contacts from one sub-account to another sub-account?
How to fetch product details purchased by customers in workflows
How to Restore Deleted Workflow
How to Switch Between Multiple Workflows
How to use Email Template Builder in the Workflow Send Email Action
How to use the Inbound Webhook Workflow Premium Trigger
In app call for IVR
Installing Marketplace Apps Directly from the Workflow Builder
Issue Certificates: Triggers and Actions
Keyboard Shortcuts in Workflow Builder
Multi Select for Forms, Surveys, Contains Phrase and Exact Match
Pause Workflow Actions
Pause Workflows on Certain Dates
Troubleshooting Workflow Executions - Race Conditions
Understanding Workflow Behaviour with SMS and Customer Replies
What Are Workflow Actions? (Complete List)
Workflow Action - Add Leads under an Affiliate
Workflow Action - Add Manual Sales For An Affiliate
Workflow Action - Create & Update Multiple Rows in Google Sheets
Workflow Action - Custom Code
Workflow Action - Custom Code AI
Workflow Action - Edit Conversation
Workflow Action - End IVR call
Workflow Action - Math Operation
Workflow Action - Update Contact Field
Workflow Action - Update Contact Field - Date type field
Workflow Builder: Find & Replace Option
Workflow Builder Walkthrough
Workflow Setting Stop On Response & Call Action Disable Voicemail Detect
Workflow Settings - Overview
Workflow Trigger - Contact Tag
Workflow Trigger - Order Submitted
Workflow Trigger - Payment received
Workflows - Auto Save
Workflows - Undo/Redo & Change History
Workflows: Version History & Restore
Workflows vs Campaigns/Triggers (Deprecated features)
Workflow Recipes (3)
Workflow Recipes
Workflow Recipes - Facebook Comment Automation
Workflow Recipes - Facebook comments + Workflow AI
Workflow Recipes - Instagram Comment Automation
Workflow Triggers (13)
Workflow Triggers
Copy or Delete Triggers in Workflows
Go-To Connections for Triggers: Advanced Builder Workflow
How to Create A Task Event and Task Reminder in Campaigns
T&C Filter for Forms, Surveys & Quizzes in Workflows
Workflow Trigger - Exact Match & Contains Phrase
Workflow Trigger - Messaging Error Code - SMS
Workflow Trigger Narration and Statistics
Workflow Trigger - Order Fulfilled (For Ecommerce Stores)
Workflow Trigger - Product Review Submitted (for E-commerce Stores)
Workflow Trigger - Scheduler
Workflow Trigger - Task Completed
Workflow Trigger - Transcript Generated
Workflow Triggers- Abandoned Checkout Trigger for E-commerce Stores
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Managing your CRM Views
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Managing your CRM Views
Managing your CRM Views
4 articles
Viewing Your CRM Records: List Views, Sorting, and Filters
Feb 25, 2026
How to Rename Standard Objects in Your CRM
Feb 2, 2026
CRM FAQs
Mar 26, 2025
Searching an Object Record
Nov 27, 2024
