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:
- 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.
Check your network readiness
Look over the Weave Partner Network Readiness Checklist.
Weave Core Onboarding Checklist
1. Weave Launch
- Download the Weave Desktop App
You will need the Desktop App downloaded on all computer stations that will be using Weave. - Complete Part 1 of the Weave Core for Admins Weave Academy Certification
- Review your implementation plan
- Provide your current phone bill and numbers for porting
- Download the Weave Mobile App
2. Software Setup
- Add Users to your account
Each person in your office who will be using Weave needs their own username and password to log in. - 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.
- Implement Network changes found in the Network Audit Email to ensure excellent call quality
- Complete Part 2 of the Weave Core for Admins Weave Academy Certification
- 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.
3. Phone Setup
- 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
- Select your Hold Music
- Have your staff complete Part 1 the WeaveCore Essentials for Team Members Weave Academy Certification
- 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.
4. Number Porting
- Complete Add-On Certifications on Weave Academy if you've purchased add ons
- Complete Part 3 of the Weave Core for Admins Weave Academy Certification
- Have your staff complete the Weave Core Essentials for Team Members Weave Academy Certification
5. Ongoing Support and Training
- Bookmark WeaveHelp to search for answers to ongoing product questions
- Attend monthly live WeaveLab Webinars for product updates
You'll see the invitations come across your email. - Contact support to resolve any technical issues
- Contact your CSM team at customersuccess@getweave.com for any account-related questions, best practices, or product add-ons
Additional Product Setup
Web Assistant
If you signed up for Web Assistant, 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 |