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Patient Copilot Help Center

Online Listing Overview & Setup Doc

This article explains how to use the Listings feature in Patient Copilot to improve your clients’ local SEO through directory listings management. Learn how to resell Listings, configure pricing, manage billing, and deploy the feature across your SaaS plans. * * * ### More Tutorials from the Community https://youtu.be/PmvgilQIDs4 https://youtu.be/_DPcMxaM4Mo https://www.youtube.com/watch?v=0tHGCX3b-mE * * * ## What is the Listings Feature? Listings is an incredibly powerful SEO tool that creates backlinks and ensures your client’s Vital business info (address, operation hours, phone numbers, etc) is consistent across 70+ of the world’s most reputable websites. Listings is a great complimentary service that can be deployed alongside your services and can be resold through Patient Copilot with a markup price of your choosing… cha chinggg! Listings with Patient Copilot is available at an absolute rock bottom price with minimal commitment. Click here for more information on pricing If you’re looking for a quick way to drive more organic inbound messages, combine Listings with our Google My Business chat widget. This is something that’s quick to set up and all businesses can benefit from. * * * ## Key Benefits of Listings Listings provides powerful SEO and reselling advantages for agencies and their clients. - Enhances SEO with structured backlinks from reputable directories - Ensures consistent business information across major listing platforms - Minimal commitment (1-month minimum) - Custom markup for reselling to sub-accounts - Value added service that can be deployed alongside your packages * * * ## How to Add Listings to a SaaS Offer 1. Go to “SaaS Configurator” in your agency dashboard!(https://assets.patientcopilot.ai/25259a1ecc5ebe66.png) 2. Find the plan you want to edit and click Edit Details!(https://assets.patientcopilot.ai/369381fb2370c7f9.png) 3. Navigate to the Addons section!(https://assets.patientcopilot.ai/ad91b2de723a0166.png) 4. Check the box labeled Listings to include it in the plan then click Save Changes to confirm!(https://assets.patientcopilot.ai/6d091c3596273948.png) * * * ## How to Resell Listings Set up Listings as a resale item to generate new revenue streams for your agency. For more details on this adding Listings to your SaaS offer, click here. ### How to Set Agency-Wide Listings Default Pricing Agency-level pricing defines the default cost clients will see when activating Listings. You’ll use a pricing slider to set rates and preview monthly profits per plan. Follow these steps to set the pricing: 1. From the Agency View, click Reselling in the left-side navigation bar!(https://assets.patientcopilot.ai/ee062fadc23dc648.jpg) 2. Scroll down to Listings and adjust slider to set your pricing!(https://assets.patientcopilot.ai/f2aeb8ad9feb3ab5.jpg) 3. Preview the Client Pricing, Your Cost, and Your Profit based on the selected pricing. Click the blue Save button to deploy changes!(https://assets.patientcopilot.ai/ea0620639bdfff5d.jpg) * * * ### How to Customize Listings Pricing Per Sub-Account You can override default pricing for individual sub-accounts to match unique client needs. Follow these steps to set the pricing: 1. In Agency View, use the left-side navigation bar to navigate to Sub-Accounts!(https://assets.patientcopilot.ai/48412e015977633f.jpg) 2. Click the 3-dots icon on the desired sub-account and select Manage Client !(https://assets.patientcopilot.ai/f93082313e257cda.jpg) 3. Navigate to Reselling → Listings!(https://assets.patientcopilot.ai/5835083dcbc63adf.jpg) 4. Adjust the pricing slider as needed!(https://assets.patientcopilot.ai/b0ca43a8b70e03b3.jpg) * * * ### How Clients Can Purchase Listings Offer Clients can activate Listings directly from their sub-account if you’ve enabled the feature. Follow these steps to activate listings from inside a sub-account: 1. From the sub-account, use the left-side navigation bar to go to the Reputation!(https://assets.patientcopilot.ai/2de5c9afa51bfb88.jpg) 2. Click the Listings tab at the top!(https://assets.patientcopilot.ai/a0dcb667027e64e6.jpg) 3. Hit the Activate Listings button!(https://assets.patientcopilot.ai/75ecebf517032fb7.jpg) 4. Choose a plan and confirm payment!(https://assets.patientcopilot.ai/caa3cb6758043f35.jpg) 5. Fill out listing information !(https://assets.patientcopilot.ai/1e12db71f132b184.png) * * * ## How to Deploy Listings without Directly Charging the Client If you want to include Listings as part of your services without separate billing, follow these steps. For more details on this adding Listings to your SaaS offer, click here. #### Step 1: Navigate to Manage Sub-Account - From the Agency-View, use the left-side navigation bar to go to Sub-Accounts