Weave's Birthday List makes it easy to quickly view a list of your customers' birthdays, and take quick action to wish them a happy birthday. Follow these instructions to get use your Birthday List. 

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

Weave can also send out Automated Birthday Wishes. For information on setting that up, click here

Using Your Birthday List

  1. SelectLists_Invert.svg  Lists in your Desktop App
  2. Select Gift.svg Birthday
    • The list is in order of soonest birthday, starting with today. 

      Tip: If you have Weave Unify, you can Filter-Alt.svg filter this list by location

  3. Click into a name to Phone.svg Call, Message.svg Text, or Email.svg Email a birthday greeting
  4. If you choose to send a message through text or email, a default message will pop up ready to send. 

 

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