Weave Plus 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 Weave Plus bundle. For our Weave Core 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.

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

Weave Plus Onboarding Checklist

1. Weave Launch

2. Software Setup

3. Phone Setup

Phone customizations are only applicable for customers who purchased the Weave phones.

4. Number Porting

5. Ongoing Support and Training

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
Practice Analytics

If you purchased Practice Analytics, you will want to work closely with your Onboarding Manager to ensure we are pulling in your data correctly.

Learn More

Download the checklist

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