With Weave Unify you are able to decide what information you want to share across your different locations. The data sharing can be customized per location, or you can choose to share information across all locations. You can share each location’s customers and/or the schedule with each other.

Unify is a specific package for multi offices and may not be a part of your current Weave software.

Note: Only users set up with the role of Admin on the Parent location can set and manage these settings. See Add and Manage Users to learn more about user permissions.

How to share data 

  1. Log into the Weave Admin Portal

  2. Make sure your location is set to your Parent Location. Your location will be in the upper left corner of your portal, select the drop down arrow to switch or change a location.

    Note: You must be set up as an Admin User on this location in order to manage these settings.

  3. Select Data Source from the menu on the left hand

  4. The selecting the Data Source Tab at the top of your screen allows you to see the data sources currently connected and synced to your account

  5. Optional: You can select to Add Data Source if you need to connect an additional account, If you want to connect another integrated practice management data source you will need to contact Weave support

  6. Optional: You can select the gear icon Settings.svg next to a data source to give it a name that is easy to recognize for your team.

    Data_Sharing_Screenshot_1.png

  7. Select the Location Access tab to manage sharing across locations

  8. If you want to share all data across all locations click Enable All

    Note: This means you will be sharing all contact and schedule information across all locations.

  9. Select the dropdown arrow next to a location to customize the data sharing for that location - for example, if you want to share contacts across all locations but keep your schedules separate

    Data_Sharing_Screenshot_2.png

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