Set Up Birthday Wishes

The availability of this feature is dependent on your practice management software

Weave can automatically send out Happy Birthday Wishes to your patients with Weave’s Birthday Texts and/or Birthday Emails.

This short video will show you how:

Setting up Birthday Wishes

  1. Select the Menu icon in the upper right hand corner
  2. Click on SettingsScreen_Shot_2021-09-14_at_9.45.27_AM.png
  3. Select Auto Reminders
  4. Click on Birthday Wishes
  5. Hover over a reminder and click the edit icon
  6. Set the time of day you want your birthday wish to be sent and 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.

  7. Make any changes to your birthday message in the customization window
  8. Toggle Birthday Wishes on by clicking to the right of the text and/or email option



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