Weave can automatically send out Happy Birthday Wishes to your patients with Weave’s Birthday Texts and/or Birthday Emails.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.
The availability of this feature is dependent on your practice management software.
This short video will show you how:
Setting up Birthday Wishes
- Select the
Menu icon in the upper right hand corner - Click on
Settings
- Select
Auto Reminders
- Click on Birthday Wishes
- Hover over a reminder and click the
Edit icon - Set the time of day you want your birthday wish to be sent and use the Locations to filter your greetings by office location
- Click Next
Tip: If you are syncing multiple locations with Weave, use the Locations filter under Advanced Filters to select the office location you want to send birthday wishes for.
- Make any changes to your birthday message in the customization window and preview the message
- Toggle Birthday Wishes on by clicking to the right of the text and/or email option
Note: At this time, you will have to contact support to edit email templates for any auto reminder.