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. Select the Lists app in your Desktop App
  2. Select Birthday
    birthday_list_1.png
    The list is in order of soonest birthday, starting with today. Screen_Shot_2021-05-13_at_4.54.00_PM.png

    Tip: If you have Weave Unify, you can filter this list by location

  3. Click into a name to call, text, or email a birthday greeting

Screen_Shot_2021-05-13_at_5.01.33_PM.png

 

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