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 WeaveCore bundle. For our WeavePlus Onboarding Checklist, click here.
WeaveCore Onboarding Checklist
Technical Preparation
Prepare your network for your new Weave Phones
Prepare to install your Weave Phones by doing the following:
- 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.
- 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.
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.
Prepare for porting your phone numbers to Weave
Weave will become your new phone provider. Work with your Onboarding Manager to get your phone numbers ported over to Weave. 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
Contact your Onboarding Manager if you have further questions.
Getting Started
- Download the Weave Desktop App
You will need the Desktop App downloaded on all computer stations that will be using Weave. - Add Users to your account
Each person in your office who will be using Weave needs their own username and password to log in. - Download the Weave Mobile App
Take Weave on the go with our Mobile App. - Getting Started with Weave (Weave Academy Course)
Prepare your staff for the transition to Weave by having them take this introductory course.
Software Setup
- Upload or add contacts to Weave
You can add your customer base to Weave through a mass upload (CSV file) or by creating manual contacts through Weave.
- Set up Payments Account
To use Text to Pay or any of our Payments features, you will first need to set up your Payments Account with Stripe. - Set up Weave Reviews (Premium Feature)
To use Weave Reviews, you will need to connect your Google and/or Facebook Business accounts to Weave.
Customize Your Phone System
- Set Office Hours
The Office Hours setting controls when your phones will ring and when specific Voicemail Greetings will be played. - Record your Voicemail Greetings
Follow these instructions to record your voicemail greetings and set up your Voicemail. - Call Recording
If desired, you can choose to turn on call recording to record your calls on your Weave phones. Be sure to check the call recording laws in the state your business is located. - Set up Missed Call Text (Premium Feature)
Customize your Missed Call Text messages and toggle them on to prepare for going live. - Request Additional Phone Customizations
Your Onboarding Manager will help you customize your phone system to your preferences. For ideas, visit our Phone Customizations article.
Training (Weave Academy)
- Practice Using Your New Phones
The best time to learn how to use your new phones is after your phones are installed, but before the phone system is live. Take this course to practice with your new phones. - Getting the Most Out of Weave
Once everything is set up, learn how to use Weave with our collection of courses designed to help you get the most out of Weave.
Additional Product Setup
Web Assistant
If you signed up for Web Assistant, you will need to set this up in your Admin 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 |