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
Log into the Weave Admin Portal
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.
Select Data Sources from the menu on the left hand
The Data Source Tab at the top of your screen allows you to see the data sources currently connected and synced to your account
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
Optional: You can select the Gear icon next to a data source to give it a name that is easy to recognize for your team.
Select the Location Access tab to manage sharing across locations
How you share data depends on your Weave package. See how you can identify your product bundle.
Select the dropdown next to each location to enable the data you would like to write back to that management system.
- Check the Contacts boxes to allow writebacks from all locations or the individual boxes from only specific locations
- Check the Schedule boxes to allow writebacks from all locations or the individual boxes from only specific locations
Enable to CSV data you would like each location to have access to
- Go into the location and select the dropdown next to the CSV you would like to be enable
- Check the Contacts box