You can manually add contacts individually in Weave using the Desktop or Mobile App.
To upload multiple contacts see Upload Contacts via CSV.
Note: Adding a contact into Weave does not add them to your Practice Management Software or Electronic Health Record.
Add a Custom Contact
Select the Patients or Customers icon in your Desktop App
Click on the icon located in the upper right hand corner of your contact list
Enter the customer's information in the appropriate fields
- First Name
- Last Name
- Mobile Phone
- Add a field to enter a home phone, birthdate, or gender
Note: If the contact does not have a mobile number, enter a primary phone number.
- Add a photo if desired
- Click Save
Tip: You can edit a manually-added contact at any time by clicking the Edit icon in the upper right corner
If you would like to delete a contact that was added manually, go to the contact and select Delete below the contact information. If there is no delete icon, the contact was added via CSV or through your practice management software sync. You must follow the instructions on Upload Contacts via CSV or remove the contact in your PMS.
1. Select the Patients or Customers icon on the main page
2. Tap the Add Contact icon in the bottom right corner
3. Enter the customer’s information in the appropriate fields
4. Add a photo if desired
5. Click save
To delete a custom contact, select the 3 dots in the top right corner on the customer profile. Tap delete, and then confirm deleting the contact.