WeaveCore Onboarding Checklist

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

Alert_Invert.svg 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.

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.

Send.svg Getting Started

Settings.svg Software Setup

Phone_Call.svg Customize Your Phone System

Award.svg 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
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