The profile view in your Weave software provides a quick view of key details about your customers, clients/pets, or patients.
Tip: When synced with your Weave phone, you can easily pull up the customer profile on incoming calls. See the Call Pop article for more information.
From the profile page, you have shortcuts and tools to:
- Contact via phone, text, or email
- Add to the Quick Fill List
- Send a Payment Request
- Create Notes
- Create Follow Up Reminders
- Send a Form or Packet (depending on your Weave package)
- Verify Insurance Information (depending on your Weave package)
What is displayed in your software depends on your practice management software. Your software may display:
- Customers
- Clients (and Pets)
- Patients
Select the appropriate tab below to learn more.
Customers
You can add your customers to Weave either through a CSV Upload or by creating Custom Contacts.
Once your customers are added to Weave, you can view them in your Customers List.
On each customer page, you can:
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Call
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Send a text
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Send an email
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Add to a quick fill list
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Send a payment request
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View or add notes
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Create follow up reminders
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View Communication history
If an option is greyed out it is unavailable for that customer, For example, the Message icon may be greyed out because the person opted out or they do not have a number capable of receiving SMS messages. You can only change information (including profile pictures) on custom contacts in the Weave software.
Clients / Pets
What is displayed in the Client Profile depends on your practice management software. There is a non-integrated view and an integrated view.
Non-Integrated
With our non-integrated package, you add your clients manually either through a CSV Upload or by creating Custom Contacts.
Once your clients are added to Weave, you can view them in your Clients List.
On each client page, you can:
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If an option is greyed out it is unavailable for that customer, For example, the Message icon may be greyed out because the person opted out or they do not have a number capable of receiving SMS messages.
Integrated
If your practice management software integrates with Weave, your client and pet information will sync automatically to your Weave software. Once the syncing is set up, you can view your clients and their pets in your Clients List in Weave.
You will see a Household View in Weave with a list of actions so you can get the most out of each phone call.
From there you can select to view the Client Profile or Pet Profile.
Client Profile
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Here you can view important client information. You can also do the following:
The blue bubbles are shortcuts for:
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Pet Profile
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In the Pet Profile, you can see important pet information such as:
You can also do the following:
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Patients
What is displayed in the Patient Profile depends on your practice management software. There is a non-integrated view and an integrated view.
Non-Integrated
With our non-integrated package, you add your patients manually either through a CSV Upload or by creating Custom Contacts.
Once your patients are added to Weave, you can view them in your Patients List.
On each patient page, you can:
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If an option is greyed out it is unavailable for that customer, For example, the Message icon may be greyed out because the person opted out or they do not have a number capable of receiving SMS messages.
You can only change information (including profile pictures) on custom contacts in the Weave software.
Integrated
If your Practice Management Software integrates with Weave, your patient information will sync automatically to your Weave software. Once the syncing is set up, you can view your patients in your Patients List in Weave.
Household View
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In the Household View, you will see a list of action items to get the most out of your phone call such as:
You can also do the following:
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Patient Profile
From there you can select a specific patient to view their Patient Profile:
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Here you can view important patient information. You can also do the following:
The blue bubbles are shortcuts for:
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