Guide from Zero to Saas Mode Sales + Troubleshooting

With Patient Copilot’s SaaS mode, agencies can offer their clients a personalized and fully integrated experience using a platform that can be resold under their brand. The white labeling feature ensures that all traces of Patient Copilot branding are removed from the platform, providing agencies with a simple and cost-effective way to expand their services and generate more recurring revenue. * * * ## What is SAAS? SaaS stands for “Software-as-a-Service.” It is a delivery model for software applications where the software is hosted in the cloud and provided to users over the Internet on a subscription basis. With SaaS, users can access the software and its features through a web browser without installing or maintaining any software locally on their computer or device. SaaS has become a popular model for software delivery as it offers benefits such as easy scalability, automatic updates, lower upfront costs, and greater accessibility. Many popular software solutions, including email marketing platforms, customer relationship management (CRM) systems, and project management tools, are provided as SaaS offerings. * * * ## Why use Patient Copilot’s SaaS Mode? Patient Copilot’s SaaS mode is an exceptional feature that enables agencies to utilize the software and rebrand it as their own. This functionality empowers agencies to create a personalized version of the Patient Copilot platform for their clients while still benefiting from the robust features and functionalities of the original Patient Copilot platform. Moreover, Patient Copilot’s SaaS mode offers white labeling, which allows agencies to fully customize the software as their own, without any visible traces of Patient Copilot’s branding. This feature provides clients with a seamless and integrated experience, making it simpler for agencies to offer their services. Additionally, Patient Copilot’s SaaS mode is effortless to set up, convenient, and cost-effective, making it an attractive option for agencies that want to expand their service offerings and generate more recurring revenue. * * * ## SaaS Mode Setup Refer to the Glossary or Patient Copilot Basic Ideas Overview if something is unclear. If you don’t have a Patient Copilot Agency Account yet, go ahead and get started. Agency Subaccount Setup 1. Create an Agency Subaccount. 2. Activate telephone system 1. How do I migrate my agency and sub-account over to LC Phone?(https://help.patientcopilot.ai/en/support/solutions/articles/48001223546) 2. What is LC - Phone System?****(https://help.patientcopilot.ai/en/support/solutions/articles/48001223556) 3. LC - Phone Pricing Structure****(https://help.patientcopilot.ai/en/support/solutions/articles/48001225526) 4. LC - Phone System Trust Center****(https://help.patientcopilot.ai/support/solutions/folders/48000682872) 5. All LC - Phone Help Docs 3. Setup white-label domain 1. White Label the Desktop App 4. Setup API domain URL 1. How to Brand System-Generated Links (API Domain) 5. Activate premium features 1. Content AI(https://help.patientcopilot.ai/support/solutions/48000456107)(https://help.patientcopilot.ai/en/support/solutions/articles/48001231559) 2. How to enable and rebill LC Premium Triggers & Actions for Workflows (https://help.patientcopilot.ai/en/support/solutions/articles/155000000169) 3. How to Enable and Rebill Workflow AI? (https://help.patientcopilot.ai/en/support/solutions/articles/48001236650) 4. How does the Template Library work?****(https://help.patientcopilot.ai/en/support/solutions/articles/48001191827) 5. Optimize Experience Features 6. Connect payment provider (in the Agency Account level) 1. Okay this isn’t clear 7. Create and configure SaaS plans/products 1. SaaS Configurator Onboarding 2. Guide to SaaS Plan Creation and sales Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article