Weave's Birthday List makes it easy to quickly view a list of your customers' birthdays and wish them a happy birthday.

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. Learn more

Using Your Birthday List

Legacy Desktop App Weave App (beta)
  1. Select Blue_Lists.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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