CoPilot — Client Setup

Company Profile Required

Company Name*

Legal Entity Name

Website URL

Industry / Specialty*

Public Email (for marketing materials)

Appears on brochures/flyers. Use a shared inbox, not an individual's email.

Public Phone (for marketing materials)

License Number (if applicable)

Fax Number (for referrals)

Quality Statement / Brand Promise (optional)

Used in collateral when provided. If blank, the layer is hidden rather than using a generic default.

Primary Contact

Name*

Email*

Phone

Billing Contact

Name

Phone

Locations / Branches

+ Add Branch Location

Teams Required

Define how your organization groups patients and staff. Teams drive dashboard views, digest emails, and Patient Intake groupings. Most agencies create one team per location — but you can define teams however works best for your organization.

+ Add Team

Auto-create teams from your branch locations?

CoPilot Roles & Permissions

Assign CoPilot roles to control what each user can see. These roles apply only to CoPilot dashboards and reports — they do not change core account permissions.

Role Definitions

Exec — Full access to all CoPilot views, all teams, setup controls, and reporting.

Manager — Manager, team, rep, and activity views. Sees direct reports and team-level performance.

Rep — Rep dashboard and activity logging. Sees their own accounts, visits, and performance.

Office Admin — Intake Queue, Patient Intake visibility, and workflow coordination views.

View As Access

Execs can always view manager dashboards. Reporting relationships are set with the Manager field below; the broader option allows Managers and Execs to view any Office Admin or Rep for demo, training, and internal review.

User Role Assignments

Add or invite people to CoPilot, then refresh this list and assign their CoPilot role.

Loading users...

Rep → Manager Assignments

Assign each Rep to their Manager. This determines whose data Managers can see.

Performance Targets

Set monthly performance targets for your dashboard. These targets drive pacing calculations, benchmarks, and goal tracking across all dashboard views. Update monthly or leave as defaults.

Monthly Admission Target New admissions per month

ADC Target (Average Daily Census) Target average daily census

Avg Visits/Week Target (per Rep) Expected field visits per rep per week

Conversion Rate Target (%) Referral-to-admission conversion target

💡 These targets appear on all dashboard views. Users cannot edit them from the dashboard — only admins can update them here.

Brand Board

Brand Colors

Typography

Heading Font

Heading Weight

Body Font

Body Weight

Logos

Primary Logo URL

or paste URL above

Dark Background Logo URL (optional)

or paste URL above

Icon / Favicon URL (optional)

Brand Voice

Essentials Required

Tone of Voice

Brand Promise

Tagline

▶ Additional Brand Voice Details

These fields enhance the quality of generated content but aren't required to get started.

Business Type (optional)

Core Values (optional)

Unique Selling Proposition (optional)

Customer Pain Points (optional)

Ideal Customer / Target Audience (optional)

Calls to Action (optional)

Key Differentiators (optional)

Competitive Positioning (optional)

What the Brand Does (optional)

Business Hours (optional)

Email (optional)

Website (optional)

Collateral System Settings

Template Style

Template Preference

Collateral Types

Tri-fold Brochure

Flyer

Business Card

Letterhead

Presentation

Branch Selection

All Branches

Specific Branches