New to Weave? Follow this Onboarding Checklist for Admins to get started with Weave.

Note: This checklist is for customers who signed up for our Weave Core bundle. For our Weave Plus Onboarding Checklist, click here.

Before beginning the checklist, make sure you complete the following steps:

Technical Preparation

Prepare your network for your new Weave Phones

Prepare to install your Weave Phones by doing the following:

  1. Verify your ethernet port availability. Each phone needs access to a nearby ethernet port for internet connection. One Weave phone can share an ethernet port with a single computer if needed.
  2. Make the necessary network changes provided by Weave before your phones get installed. This may include configuring or updating your router, addressing latency issues, or bridging your modem to your router.
  3. Connect your phone to the network.

Contact your Onboarding Manager if you have further questions.

Review Software Requirements for installation
Before installing the software, make sure that your computers meet our software requirements.
Check your network readiness

Weave Core Onboarding Checklist

1. Software Installation/Configuration

2. Phone Customizations

Start thinking about how you want to customize your phones.

3. Phone Installation

Get ready for your new phones.

4. Transfer (Port) Your Numbers

Weave will become your new phone provider.

  • Make sure your phone numbers are ready for the transfer by ensuring they are NOT tied to:
    • Credit card machines
    • Alarm systems 
    • Internet service
    • Any other services
  • Make sure you have completed the Weave Level 1 Certification in Weave Training Camp.

Ongoing Support and Training

Additional Product Setup

Online Scheduling

If you signed up for Online Scheduling, you will need to set this up in your Weave Portal before posting it on your website.

Setup Instructions Learn More
Digital Forms
If you signed up for Digital Forms, you will need to build your Forms and add your business information in your Digital Forms Dashboard.

Setup Instructions Learn More
Payment Terminals
If you signed up for our Weave Payment Terminals, you will need to set them up in order to start collecting in-office payments.

Setup Instructions Learn More
Text Connect
If you signed up for Text Connect, you will need to install it in order to begin using it on your website.

Setup Instructions Learn More
Insurance Verification
If you signed up for our Insurance Verification, get familiar with the product using WeaveHelp. 
Setup Instructions Learn More
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