First Steps to be a Successful Patient Copilot Affiliate

***Do you have an active Patient Copilot Agency? You can manage your affiliate account in your Affiliate Portal! Check out this article to learn more.* ** Heads up: we’re currently rolling out updates to the Affiliate Portal, so you may notice that some videos and images in this article don’t exactly match what you’re seeing on your screen just yet. Everything will be updated very soon to reflect the latest version. In the meantime, if anything feels unclear, reach out to your Affiliate Manager with any questions. ### First Steps to Take Once You Become a Patient Copilot Affiliate Congratulations! You are a Patient Copilot affiliate! As an affiliate, you can make a 40% commission on every referral you bring in that signs on to Patient Copilot. You can make a commission on every Patient Copilot subscription plan, including the Starter plan, Agency Freelancer plan, and the Agency Pro plan. Those are called Tier 1 referrals. You will also earn an additional 5% for Your Tier 2 referrals, which your original client brings in. This is a great way to bring in extra income, and you were probably already talking about Patient Copilot before you even became an affiliate, so why not make some extra cash while you do? So now that you are officially a Patient Copilot affiliate, this article will walk you through the first things you should do once you set up your affiliate account or send out your first referral link! ## Step 1: Access your Affiliate Portal (Log in to First Promoter) For more information on how to get set up in your Affiliate Portal, check out this article. Patient Copilot uses FirstPromoter to track affiliate referrals for eligible products. The Affiliate Portal inside Patient Copilot is powered by FirstPromoter. To access your account while not logged into your Patient Copilot agency, go to affiliate.patientcopilot.ai/login ## Step 2: Make sure you have Tipalti set up If you have an active Patient Copilot agency, you can set up Tipalti in your affiliate portal. You must complete this step to withdraw your commissions. Here’s a detailed walkthrough. If you are an affiliate for Patient Copilot and do not have an active Patient Copilot subscription, please get in touch with support to receive a Tipalti setup link!(https://assets.patientcopilot.ai/7bfaee9469a2ea62.png) If you already have a Tipalti account and need to log in. Click the image above! ## Now that You’ve Finished the First Couple of Steps, What’s Next? You should get to know the Patient Copilot platform and bring on those first few affiliates to your account. If you are still interested in learning more about the Patient Copilot Platform, we recommend going to patientcopilot.ai/events and checking out our upcoming calendar of events. Every weekday we offer a Daily Q&A or a Weekly Affiliate Department Q&A every Tuesday.!(https://assets.patientcopilot.ai/3f05234287f5cea8.png) During these events, we go over Patient Copilot features, common problems people might have, and ways to troubleshoot them. Connecting with our clients is a major part of our mission, and we want to utilize every opportunity we can to make sure they understand how to use the platform effectively and efficiently. Bonus: We also have a monthly Affiliate Hangout, which we post about in our Facebook Group (Are you in the group yet?) and right here on the calendar of events. ## Don’t Forget About Our YouTube Channel! We have a dedicated playlist for our affiliates and post all our past Affiliate Hangouts here. In our Affiliate Hangouts, we talk about: - Monthly Milestones - Tips we get from Top Affiliates - Opportunities - Contests - & Much More!(https://assets.patientcopilot.ai/2e40adb0291f891a.png) ## Last but Not Least - Check Out Our Patient Copilot Support Portal Here we have a lot of helpful documents that will guide you on how to be a successful Patient Copilot affiliate. One of the most helpful documents is 5 Ways to Get Your First 5 Affiliates. Give yourself a kickstart to success by reviewing this article to get the best tips and tricks that we’ve seen work for all of our top affiliates.!(https://assets.patientcopilot.ai/44b0264bbd0506da.png) ## Last but not least, check out the Affiliate Welcome Course! That’s a Wrap! These are all of the steps we recommend our affiliates do as soon as they decide to begin their affiliate journey with Patient Copilot. If you have any questions or need advice on boosting your affiliate account, please contact our support chat, (mailto:[email protected])and we will be happy to chat with you! Good Luck on your journey, and remember, “Results happen over time, not overnight. Work hard, stay consistent, and be patient!”