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Patient Copilot Onboarding Updates: Persona Selection and Website Field

## Overview Patient Copilot has introduced improvements to the onboarding experience to make account setup clearer and more personalized. These updates simplify how new users identify their use case and optionally provide business context during signup. The updated onboarding flow focuses on reducing confusion while enabling better personalization within the platform. * * * ## Updated Persona Selection (Step 4) During onboarding, you will be asked to choose how you plan to use Patient Copilot. The options are now written in clear, outcome-based language: - I want to sell Patient Copilot as my own software (white-label)

  • I run an agency and manage marketing for clients
  • I use Patient Copilot only for my own business These options replace previous technical or unclear terminology, making it easier to quickly select the path that matches your goals. Your selection helps tailor recommendations and onboarding guidance but does not restrict any platform features. * * * ## Optional Website Field (Step 5) As part of onboarding, you may be asked to provide your company’s website. ### Key Details - The field is optional and can be skipped
  • It may be automatically pre-filled using your email domain
  • You can edit, update, or remove it at any time Providing your website helps Patient Copilot better understand your business and deliver more relevant suggestions such as templates, automations, and integrations. * * * ## What Changed - The previous question “Do you plan to resell Patient Copilot?” has been removed
  • Persona selection now captures user intent more clearly
  • A website field has been introduced to support better personalization
  • Onboarding remains simple with no additional required steps * * * ## Frequently Asked Questions ### Does choosing a persona limit my features? No. Your selection is only used to personalize your experience. All features remain available regardless of your choice. ### Is the website field required? No. The website field is optional and can be skipped during onboarding. ### What happens if my website is incorrect? You can update or remove your website at any time in your account settings without affecting your account. ### I do not have a website yet. What should I do? You can skip the step and continue onboarding. You can add your website later when it is available. ### Can I change my persona selection later? Yes. You can update your business details and preferences later from your account settings. ### Will this change affect my billing or subscription? No. These updates only affect onboarding and do not impact pricing or plans. * * * ## Related Articles - Getting Started with Patient Copilot
  • Agency Setup Guide
  • Managing Business Information in Settings
  • Sub-Account Creation Guide
  • Patient Copilot Account Settings Overview ##