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Patient Copilot Help Center

Getting Started - Launch a Course

Setting up and launching your online course might seem daunting at first, but trust me—it’s simpler than you think! With just a few clicks, you’ll be on your way to sharing your expertise, building your audience, and even earning some income. Let’s dive in step-by-step. * * * ## Create a Course Creating your first course is like laying the foundation for your teaching empire. It’s exciting and easy—let’s walk through it together. 1. Navigate to Memberships > Courses > Products.!(https://assets.patientcopilot.ai/4da920fd7d5a50c3.png) 2. Click Create Product > Start from Scratch.!(https://assets.patientcopilot.ai/a85a8bf633383e29.png) 3. Add your course details, including the Course Title and Course Description. Upload a thumbnail image for your course. Set the pricing for your course by selecting Free, Recurring, or One Time, then click Create Course.!(https://assets.patientcopilot.ai/948b06bc1f9be31f.gif) 4. Build out your course content from scratch or edit the template. !(https://assets.patientcopilot.ai/b2d93379d4fead75.png) ### Use the course editor (New Layout) After you create the course, Patient Copilot opens the course editor in a large workspace so you can build content faster. What You Will See: - A left panel that shows your course structure (modules, lessons, quizzes, and assignments). - A main editor area for the item you selected. - Breadcrumbs at the top so you always know where you are in the course. Common Actions: - Select any lesson or quiz in the left panel to open it in the editor. - Drag and drop items in the left panel to reorder content. - Expand or collapse modules to focus on one section at a time. Note: UI labels and button names may vary by account rollout. Next step: Explore more ways to enhance your course: - How To Build Courses / Membership Sites

  1. Click Create Offer.!(https://assets.patientcopilot.ai/7919ee1f49843e8f.png) 3. Fill in your offer details to clearly communicate the value.
  2. Assign your newly created course product to the offer.
  3. Set your desired price.
  4. Click Create.!(https://assets.patientcopilot.ai/f1cc5abfbd1e1fc8.png) 7. Switch your Offer from Draft to Published and click Save.!(https://assets.patientcopilot.ai/6e7c46fc699954dc.png) 8. Or switch between draft and published directly in the offers list.!(https://assets.patientcopilot.ai/fd1af63200d23883.png) Next you can: Consider bundling offers or creating discount codes to attract more learners. * * * ## Sell Offer Congratulations, your offer is ready to share with the world! The final step is all about connecting with your audience. Let’s quickly generate and share your offer: 1. Navigate back to Memberships > Courses > Offers.!(https://assets.patientcopilot.ai/5df80c775e02a8cf.png) 2. Click the link icon to get the link for an offer.
  5. Click Copy.!(https://assets.patientcopilot.ai/2aec83389aafb95a.png) 4. Share it across your channels—social media, emails, or your website. Next you can: Explore marketing strategies or launch a campaign to boost your course sales. * * * ## Related Articles - Learning Tab (Courses)