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Patient Copilot Help Center

How to add/link a new payout method for Affiliates

Both Admins and Affiliates can easily add PayPal or Bank as a payout method. Follow the steps below:

For Admins

Step 1: Go to Affiliate’s Profile Page

  • Access the Affiliate’s profile page in the Affiliate Manager.

Step 2: Navigate to Payout Method Tab - Scroll down and switch to the “Payout Methods” tab.

Step 3: Add Payout Method - Click on “Add Payout Method.”

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Step 4: Choose the payout method and add the required fields

  • For PayPal: Enter the affiliate’s valid PayPal email ID.

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  • For Banks: Select the country and fill the required details

Step 5: Click Done - Once entered, click on “Done” to save the payout method.

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  • You can add multiple payout methods for an Affiliate and select one as a primary payout method.

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For Affiliates

Step 1: Access Affiliate Portal

  • Affiliates can log in to their portal using the magic link provided.

Step 2: Navigate to Commissions Tab - Switch to the “Payout Methods” tab within the portal.

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Step 3: Add Payout Method - Click on “Add Payout Method.”

Step 4: Choose the payout method and add the required fields

  • For paypal: Enter valid PayPal email ID.

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  • For Banks: Select the country and fill the required details

Step 5: Click Done

  • Once entered, click on “Done” to save the payout methods. Please Note: Currently, PayPal APIs do not support account validation, so please exercise caution and ensure that valid PayPal email IDs are added for the affiliates.

What’s Next: