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Patient Copilot Help Center

Deploy Listings without Directly Charging the Client

If you wish to deploy Listings for your client but you do not wish to charge them directly, you can choose to purchase Listings on their behalf. This article outlines how to activate Listings under this model and ensure clients benefit from consistent directory presence without being involved in the deployment process. * * * ## Overview: Deploying Listings Without Client Billing Deploying Listings without charging the client directly enables agencies to provide added value through a seamless, behind-the-scenes service. This method is especially useful when Listings is included in a packaged offering, used for internal brand management, or offered as part of a premium experience without exposing the individual cost. It allows the agency to retain full control over the setup, pricing strategy, and service continuity. * * * ## How To Deploy Listings Without Directly Charging the Client Follow these steps to activate Listings for a sub-account without billing the client directly: #### Step 1: Navigate to Manage Sub-Account - From the Agency-View, use the left-side navigation bar to go to Sub-Accounts