The profile view in your Weave software provides a quick-view on 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 our Call Pop article for more information.

From the profile page, you have shortcuts and tools to:

What is displayed in your software depends on your Practice Management Software. Your software may display:

  • Customers
  • Clients (and Pets)
  • Patients

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Select the appropriate tab below to learn more.

Customers Clients/Pets Patients

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.

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