Send Quick Fill Appointment Messages

Quick Fill makes it easy to message your customers who are needing to get in for an appointment as soon as possible. Follow these instructions to use Quick Fill to easily fill last minute cancellations or openings in your schedule. 

 

Add a Customer to the Quick Fill List (Desktop App)

1. Click on the Lists icon 

2. Select Quick Fill
Screen_Shot_2021-09-14_at_3.18.58_PM.png

3. Click on the Plus.svg icon in the top right corner to add a customer to the list

Tip: There is no limit to how many customers can be added to the list, but only up to 10 can be selected to be messaged at one time. 

4. Add a note if desired

5. Click Add to List 
Screen_Shot_2021-09-14_at_3.17.21_PM.png

Tip: If you have Weave Unify, you can filter your patient or customer list by location.

You can also add a customer to the Quick Fill List using the Quick Fill shortcut in their customer profile:

Screen_Shot_2021-09-14_at_3.18.36_PM.png

 

Send a Quick Fill Message (Desktop App)

After adding customers to the Quick Fill List, you can send them a Quick Fill Message. Follow these instructions to send a Quick Fill Message.

  1. Select the customers from your Quick Fill List that you want to add to the Quick Fill Message
  2. Click on Select Times
  3. Select Add Appointment Time to add an available appointment time
    Screen_Shot_2021-09-14_at_3.31.27_PM.png
  4. Click on the pencil icon to edit the date and time
  5. Add any additional times if desired
  6. Click View Message
    Screen_Shot_2021-09-14_at_3.31.36_PM.png

    Tip: You can select up to 3 appointment times at a time.

  7. Review the message
  8. If desired, edit the message by clicking on the template icon 
  9. Make your necessary changes and click Save Template
  10. Click Send
    Screen_Shot_2021-09-14_at_3.31.46_PM.png

If Weave integrates with your Practice Management Software, then customers who schedule an appointment after receiving a Quick Fill text will be removed automatically from the Quick Fill list.

If Weave does not integrate with your Practice Management Software, then you should remove customers manually after scheduling their appointment.

 

Add a Customer to the Quick Fill List (Mobile App)

  1. Tap on the Lists icon
  2. Tap on the Quick Fill list
    Screen_Shot_2021-09-14_at_3.45.31_PM.png
  3. Tap on the Plus.svg icon to add a customer to the Quick Fill list
  4. Select on the customer you want to add
    Screen_Shot_2021-09-14_at_3.45.45_PM.png
  5. If desired, add a note about the customer
  6. Tap Add Note 
    Screen_Shot_2021-09-14_at_3.45.58_PM.png

 

Send a Quick Fill Message (Mobile App)

After adding customers to the Quick Fill List, you can send them a Quick Fill Message. Follow these instructions to send a Quick Fill Message.

  1. Select the customers from your Quick Fill List that you want to add to the Quick Fill Message
  2. Click on Select Times
  3. Select on the date and time of the opening you are trying to fill
  4. Click Set
    Screen_Shot_2021-09-14_at_3.54.57_PM.png
  5. Add up to two additional appointment openings if desired
  6. Click Compose Message
  7. Preview the default message, and make any edits if desired
    Screen_Shot_2021-09-14_at_3.55.08_PM.png
  8. Press Send to complete

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