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 use your Birthday List.
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.
Weave can also send out Automated Birthday Wishes. For information on setting that up, click here.
Using Your Birthday List
- Select Lists in your Desktop App
The list is in order of soonest birthday, starting with today.
Tip: If you have Weave Unify, you can filter this list by location.
- The list is in order of soonest birthday, starting with today.
- Click into a name to Call, Text, or Email a birthday greeting
- If you choose to send a message through text or email, a default message will pop up ready to send.