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Updating Text Communication Preferences
Read moreGive each of your patients a personalized experience with your office through our message communication preferences. You and your patients can now manage what type of text communication they receive.
Office Updating Patient Communication Preference
- Select
Messages from your home page - Click on the + New Message icon to compose a new message or use the search bar to resume a previous conversation.
- Select the
Ellipses icon in the top right corner
- Click the Communication Preferences option
Note: This will open a new window in your web browser to edit the communication preferences. The communication preferences are location and number specific. Meaning, all personalized communication preferences set up for a specific number, will only be active in the office location they were adjusted in.
- Toggle on or off
the preferred text communication preferences
- Select Save Changes once all text communications are set. Once changes are saved a text message will be sent to the patients phone number notifying them of the text preference changes. This text will include a link where the patient can click on them and adjust their own text communication preferences themselves.
Patient's Updating Communication Preferences
- Follow the steps above to have a communication preferences text be sent to the patient with a personalized link.
- Click on the provided link. This will open a new web page on your mobile device.
- Toggle on or off
- Select Save Changes once all text communications are set. Once changes are saved a text message will be sent to the patients phone number notifying them of the text preference changes.
Note: Any time there are changes made to texting preferences a new text will send to the patient with a new link.
If a patient replies STOP it will opt them out of receiving any and all texts from the office's phone number. A text will be sent notifying the patient they have opted out of all texts from the office. If the patient opts out of texts by replying STOP they can opt back in by clicking on the text communication Preferences link or text START. Learn more about Texting Compliance.
- Select
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Start a Texting Conversation from a Phone Tree/Call Queue
Read moreIf your office receives lots of calls that would be better handled via messaging conversations, this article is for you. With Missed Call Text, you can give patients a chance to select a Phone Tree dial option or escape a call queue and start a texting conversation with your office.
The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.Tip: You must have missed call text set up, to learn more on how to do so click here. The wording chosen in missed call text will help determine the effectiveness of the functionality outlined in this article.
Start a texting conversation from a phone tree selection
You must have the user role of Admin to access this feature. See your role.
- Log into your Weave Portal
- Select phone from the left column
- Select Phone Tree
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Select which phone tree you would like to add the text conversation option to.
Note: If you are on Unify you may need to contact support for assistance in creating a phone tree if one does not exist already.
- Click “Add Dial Number”
- Under the drop down menu for “Routing Option” select “Voicemail Message”.
- Under the “Select Voicemail Box” drop down menu select which Voicemail Box you wish to send the caller to if they wish to leave a voice message in addition to starting a texting conversation.
- Under the “Select Greeting” drop down menu select which voice recording you want to play for the patient.
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To record a new voicemail greeting you can dial *86 on the desktop phone, upload your own media file or record from the mobile app. For a step by step process on recording new greetings please click here.
Tip: Make sure the recording lets the patient know they can stay on the line to record a voicemail or just hang up to start the texting conversation. “If you’d like to start a text conversation hangup now, or stay on the line to leave us a message.”
Start a texting conversation to escape a call queue
- Log into your Weave Portal
- Select phone from the left column
- Select Call Queues
- Select which call queue you would like to add the text conversation option to.
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Toggle on “Greeting” and select the greeting for the call queue.
Tip: The greeting should let the patient know they are entering a call queue and can press “0” to escape the queue and start a texting conversation or leave a voicemail message.
- Toggle on “Escape Option”
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Click “Save” to save the call queue.
Note: If you are on Unify, you will need to contact support to assist with the completion of setting up starting a texting conversation from the call queue.
- In the left column under phone, select “Mainline” or the department that the queue will belong to.
- Select “Phone Hours & Call Routing”.
- Select “Call Queue”.
- From the “Select a Call Queue” drop down menu select which call queue you want to use.
- Click “Fallback Option”.
- From the “Select a Fallback Option” drop down menu select “Voicemail Message”.
- Under the “Select Voicemail Box” drop down menu select which Voicemail Box you wish to send the caller to if they wish to leave a voice message in addition to starting a texting conversation.
- Under the “Select Greeting” drop down menu select which voice recording you want to play for the patient.
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To record a new voicemail greeting you can dial *86 on the desktop phone, upload your own media file or record from the mobile app. For a step by step process on recording new greetings please click here.
Tip: Make sure the recording lets the patient know they can stay on the line to record a voicemail or just hang up to start the texting conversation. “If you’d like to start a text conversation hangup now, or stay on the line to leave us a message.”
- Click “Save Changes” to save the call routing changes.
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Write Back Text Messages to Your Practice Management System
Read moreSend important information from your messages with customers as a patient note in your practice management system.
The availability of this feature is dependent on your practice management software.
Currently, this feature is only available for those with Avimark, Impromed, DaySmartVet, ProVet, Eaglesoft 18 and OpenDental.
Write Back a Text Message as a Patient Note
The patient must be a contact in your practice management system with the same phone number in order for writebacks to work.
- Open the message thread with the customer whose message you would like to write back
- Select the
Ellipses icon in the top right corner
- Click the Text Writeback option
-
Check the boxes next to the messages you would like to write back
Note: MMS messages with an image or video will not write back to your practice management system. Emojis will write back but will only show if your system supports them.
- Select Send to PMS in the bottom right corner
- In the pop-up, select the radio button next to the name of the pet or client
- Click Submit
You will receive a pop-up to show the message was successfully written back to your practice management system. Select Close. The text message will show as an entry in the patient/clinical notes.
If the writeback is not successful, a pop-up will appear that says “We ran into a problem.” From here, you may retry the process.
You can quickly check whether a writeback was successful by hovering over the icon in the bottom corner of the message.
The icon will show green if successful and display “Message successfully sent to [your practice management system].” A red icon displays “Message failed to send to [your practice management system]” if the writeback was unsuccessful.
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Send and Receive Text Messages (Texting)
Read moreEasily send and receive messages from your patients and customers with Weave's two-way texting in the Messages App.
To learn more about managing your messages inbox, click here.
Sending a Message
- Select the
Messages - Click on blue plus icon at the bottom right corner
- Type in the name or phone number of the person that you want to send the message to
- Write your message. From here you can use the following in your message:
- Click the Send button to send your message to the selected recipient
Tip: You cannot create group or mass texts. You can text multiple people by adding them to lists. You can also bulk message all the patients or customers scheduled for the day by going to
Schedule and clicking the 
Message icon above the list of patients.Receiving a Message
All received messages will go to the Actionable tab in your Message Inbox.
If you are logged into Weave, you will receive a notification either in the top right or bottom right corner of the screen where you can:
- Ignore the message notification
- Reply to the message directly from the notification
- Add Tag to add a message tag to this message
Setting up Message Notification Sounds
Be notified by a personalized sound notification when you receive a new message.
- Select the
Menu icon in the upper right hand corner - Click on
Settings - Select Messages
- Toggle on
the notification sound
- Click on the drop down, then select the chime you would like to play when you receive a new text message.
Note: The notification settings are set up by user and device. If a user sets up the message notifications for one computer, then chooses to log into a different computer. The user will need to make the same adjustments for message notifications on the new computer. The message notifications will also need to be set for your specific user. If a user who has message notifications set up logs out, and a new user logs into the same computer. The new user logged in will need to set up their own message notifications
- Select the
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Manage Your Messages Inbox
Read moreManage your Messages Inbox with your Actionable tab, Message Tags, bulk actions, and more.
Video Overview
Actionable Messages
Your Messages App will be organized by an Actionable or All tab.
The following messages can be found in the Actionable tab:
-
Drafts will appear at the top of list in italics
-
A blue dot
indicates a new unread message - A yellow dot
indicates a message has been opened by your office, but has not yet been responded to -
A red dot
indicates a message that was undeliverable
Messages can be removed from and returned to the Actionable tab.
To remove a thread from the Actionable tab, click on the check mark next to the message thread. This will move the thread to the All tab.
Messages in the All tab can be returned to the Actionable tab by marking a message as unread or tagging a message.
Tagging Messages
Tagging allows you to assign a message thread to a department or team member.
Create a Message Tag
- Select the
Ellipses icon in the upper right hand corner of your Messages app - Select
Message Settings - Select Tags
- Click Add New Tag
- Type in a Tag Name
- Assign desired team member(s) to that tag
- Click Save
Hover over an existing Tag to
Edit or 
DeleteTag a Message
Once tags are created, you can apply a tag to your message threads:
To add a tag,
- Click on the blue ellipses icon next to the message thread
- Click Tag Message
- Select the tag you want to apply
To change a tag,
- Click on the blue ellipses icon next to the message thread
- Click Tag Message
- Select a different tag
To remove a tag,
- Click on the blue ellipses icon next to the message thread
- Click Tag Message
- Select Unlabeled
If you have multiple departments in your office's phone configuration, you’ll see the department along with any tags underneath the customer name or number in Messages.
Filter Your Messages Inbox
Once tags are created and applied, you can filter your messages with your tag(s).
To filter your inbox,
- Click on the
Filter icon in your Messages app 
Select the tags you would like to include in the filter- Click Apply
If you have multiple departments in your phone configuration, you’ll be able to filter messages by your main line and department by using the
dropdown at the top of the messages page and in individual customer messages.When filtering by one department in a specific chat, you can see the individual message thread. If you choose to respond, it will be from the correct number of the department chat you have open.
If you filter by all departments in a chat with a customer, you see recent messages sent and received separated by the name of the department. You cannot respond from here.
Bulk Actions
Your Messages inbox includes the ability to Tag, Mark as Read, Mark as Unread, or Archive multiple messages.
- Click on the Ellipses icon in the upper right corner of your Messages app
- Select the
Actions - Select the messages you want to apply the bulk actions or click the Select All icon at the top of the page above the individual message selectors
- Select to Tag,
Mark Unread, 
Read, or to 
Archive the messages
Note: Archived messages threads are removed from your messages inbox, but are not deleted. To see archived messages, send or receive a text from the number that contains archived messages. You can also search the patient's name or number within Messages and open the message thread to see archived messages.
Delete a Message
Get rid of individual messages in shared or personal threads in the desktop app.
- Open the conversation you would like to delete a message from
- Hover over the message
- Click the Delete icon that appears next to the message
- Select Delete
Note: The deleted message will be replaced with a notification of the day it was deleted and your name. Anyone on the account can see this on shared messages.
Show or Remove Automated Messages
Weave Plus/Integrated offices can now choose to show or remove automated messages from the All tab.
Note: This feature is dependent on your practice management software.
- Select the ellipses icon in the upper right corner of your Messages app
- Select Message Settings
- Toggle on Mark as Read
if you want to remove confirmed patient responses from the Actionable Tab.
Tip: You can also right-click on a message to mark a message unread, archive or tag a message
Export a Conversation
When you need to download a record of a conversation in messages, you can save or print a message thread.
- Open the conversation you want to export
- Select the ellipses icon in the upper right corner of the conversation
- Click
Export Conversation Thread
- Select the inbound and outbound conversations by checking the box next to each, or by clicking Select All at the top of the conversation (you can also deselect all)
- Click Export Conversation
- Follow the system prompts to print or save to PDF
- Click Back To Conversation to return back to the messages
-
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Sending Picture Messages
Read moreSpruce up your communications by sending and receiving texts and images including .gifs and .jpegs (not .pdfs) through your Weave Messages App.
Sending Picture Messages
- Select
Messages from your home page - Click on the + to compose a new message or use the search bar to resume a previous conversation.
Note: You can search by customer first or last name.
- Compose your message, insert an
Emoji, or click on the 
Picture icon to add a photo (.gif or jpeg) - Drop and drag, or select an image from your saved files
- Click Send
If a photo has sensitive information, such as a credit card or insurance information, the photo can be downloaded or deleted by right clicking on the image.
Note: Weave will remind you about the risks of sending protected health information before you can send.
- Select
Emojis
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Change Your Office Email in Use
Read moreWhether sending email auto reminders or marketing campaigns, set the correct email for customers to respond so you can answer questions and requests quickly.
There are two ways to adjust your office email in use. If one is changed, the other automatically changes as well.
- Go to the Weave Portal
- Click
Messages in the left navigation menu
- Select Reminder Settings from the
dropdown
- In the Office Email in Use, type the email you would like to receive replies to
- Click Save
- Go to the Weave Portal
- Click
Email Marketing in the left navigation menu
- Select Settings from the
- In the Email, type the email you would like to receive replies to
- Click Save Changes
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Set Customers' Language Preferences to Spanish
Read moreCommunicate with your clients in their preferred language through patient or customer settings.
The availability of this feature is dependent on your practice management software.
Setting Language Preference
In order to create Spanish Language Reminders, you must have at least one of your patients set with Spanish as their language preference in Weave. Follow these instructions to set the language preference to Spanish.
-
Use the
Search bar to find your Spanish-speaking patient
- Select the Patient name
- Click the
Settings icon in the upper right corner of the patient details screen
- Select the
dropdown arrow below to Language
- Set the preference to Spanish
The preference change will automatically save.
Learn how to edit Spanish message templates for auto reminders.
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Use the
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Auto Reminders
Read moreCreate automated texts and emails for appointment reminders, recall reminders, eyewear ready reminders, and birthday messages.
The availability of this feature is dependent on your practice management software.
Check out the video below for to start learning about Weave’s Auto Reminders.
Getting Started
Before setting up and customizing your Auto Reminders, you will need to set your Data Sync Settings.
Gain confidence in Auto Reminder foundations by completing the Weave Training Camp course before you dive in.
Reminder Types
Once your Data Sync Settings are set up, you can customize and enable your Auto Reminders.
For more information about the various types of Auto-Reminders, visit the following articles:
- Birthday Wishes
- Appointment Reminders
- Recall Reminders
- Eyewear Ready Reminders
- Save the Date
- Pet Appointment & Vaccination Reminders
Note: The availability of some of these Auto Reminders depends on your Practice Management Software.
You can also create family and Spanish templates to meet your customers' needs.
Frequently Asked QuestionsCan a hyperlink be added to automated reminders?
Yes. Remember, some phone providers and cell phone providers break templates over 160 characters into multiple messages. This can cause hyperlinks to break, so you can try shortening the template or sending the hyperlink in a following message to your clients.
If a customer responds to an email auto reminder, where does the email go?
If the office email you're using for auto reminders is valid, the reply will go to your Office Email in Use set in the messages settings. If not, it will be sent to the no-reply Weave email address (noreply@mail.sg.getweave.com).
Can we send out appointment reminders to more than one phone number for a customer?
Since we can only have one mobile number listed for each patient, that is the only number an appointment reminder will be sent to.
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Data Sync Settings
Read moreData Sync and Status Mapping are essential tools to make sure your Practice Management Software and Weave are communicating properly for your Auto Reminders.
The availability of this feature is dependent on your practice management software.
Follow these instructions to set up your Data Sync Settings.
Setting Up Data Sync Settings
- Click on the
Menu icon in the top right corner of your Desktop App - Select
Settings
- Click on
Data Sync
This will pull up your [your software name] Connection settings in the Weave Portal. Here you can:
Appointment Status Mapping
Before you set up your Appointment Reminders, you will need to map your appointment statuses.
Map appointment statuses by selecting drop downs under [your software name] Status to match the Weave Status they most resemble (ex. Confirmed could be: Confirmed, Approved, Attending, etc). If they don't match, you can leave them blank or choose multiple statuses.
Set Up Confirmation Writebacks
Select how to confirm appointments by selecting from the drop down under [your software name] Status to match the Weave Status that most resembles Confirmed.
For most practice management softwares, Weave can change the status to confirmed in your practice management software. Weave uses smart machine learning to analyze patient responses and can recognize any affirmative response, including a thumbs up or ok emoji as a confirmation.
If a patient responds with something other than a confirmation, you will be notified with a Schedule App Alert on your Schedule App.
Tip: If you do not want Weave to confirm the appointments in your practice management software, select None from the dropdown. This means you will have to confirm the appointment manually.
Eyewear Status Mapping
If you are an optometry office, you can use Weave's Eyewear Reminders.
Select from the drop down under [your software name] Status to match the Weave Status that most resemble your eyewear statuses. You can add more than one status per Weave Status.
- Click on the
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Auto Reminders Troubleshooting
Read moreNeed help with your Auto Reminders? Follow these common troubleshooting steps and tips.
The availability of this feature is dependent on your practice management software.
For instructions on getting started with setting up your auto reminders, click here.
Status of Automated Messages
Need to check the status of one or multiple automated messages? Click here for instructions on using your Messages Queue to check the status of your messages.
Automated Reminders are not going out
If your Auto Reminders are not sending out, consider these troubleshooting tips:
- Was your server turned off?
- Was your server updated?
- Did you update your Practice Management Software?
- Do you have any of the days to send reminders options selected?
If yes to any of the above, please chat or call our support team to let us know this information. For the quickest results, please be ready for us to do a remote session with you and have access to your server.
Email Auto Reminders not going out
If a client lets you know they are not receiving email reminders, check to make sure you have the correct mail in the patient/customer profile in your management software.
Check to see if the client has unsubscribed from email in the past, blocked the office address, or checked their spam folder for the emails. Have the client add your office email as a contact.
Once a month, you'll receive an email summary to see if emails failed to send. You can also check to see which email the reminders were sent from in that email or on the Auto Reminders page in your desktop app settings.
Appointment Reminders are showing the wrong time
Are your appointments showing an hour or two off?
If so, check the timezone on your workstation and server computers. Ensure that timezones on both the workstation and servers are set correctly, and then restart your Weave Desktop App.
Daylight Savings Time
Your server’s time settings affect when automated messages are sent, the times listed for your appointments, and more. To ensure correct timing for these crucial Weave features, update your time settings based on the type of server your office uses.
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If you have an in-office server:
Make sure that the time on your server is correctly updated to Daylight Saving Time, or that it has settings in place to automatically update once the time change takes place. -
If you have a cloud-based or remote server:
Contact the business hosting your server to make sure that the timezone is set in such a way that it will update to Daylight Saving Time.
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Message Queue
Read moreThe Message Queue Dashboard in your Weave Portal allows you to further drill down and view the status of your Automated Messages. Follow these steps to view your Message Queue.
The availability of this feature is dependent on your practice management software.
Access the Message Queue
- Click on the
Schedule icon from your Desktop App - Click on
Message Queue at the bottom right corner of your schedule to be taken to your Messages Queue Dashboard located in your Weave Portal
Here you can view the current data or from the previous week, including a Weekly Summary of those messages.
Message Statuses
- Delivered: Messages delivered to the patient/customer
- Sending: Actively working on sending the messages, messages will be delivered within minutes.
- Pending: Messages that are ready to send, but will send at a later time in the day.
- Appointment Moved: Messages that were set to be sent out, but were no longer sent due to an appointment date changing or being moved.
- Opted Out: Messages weren’t sent due to the patient being opted out of reminders in your management system or by responding STOP to a message.
- Missing Data: Messages weren’t sent due to the patient missing the necessary contact information.
Filters
In your Message Queue dashboard, you can search and filter your results by the following:
- Method: Use the dropdown arrow to filter by all, sms, or email
- Status: Use the dropdown arrow to filter by all, delivered, appointment moved, opted out, missing contact info, pending, sending, or error
- Reminder Type: Use the dropdown arrow to filter by all, appointment, birthday, recall, order (eyewear ready/dispensed), save the date, schedule reactivation
- Planned Send Time: Enter a time to filter (10:00 AM)
- Actual Send Time: Enter a time to filter (11:00 AM)
- Click on the
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Register your Text Messaging Brand through Weave
Read moreMobile network operators (MNOs), such as Verizon, AT&T, and T-Mobile have implemented standards to register and validate businesses that send text messages.
Please complete and submit the business information form in the Weave Portal to register your business’s brand. This allows your business to take advantage of increased messaging deliverability and throughput and avoid potential fees or disruption to texting services.
You can learn more about brand registration here. To register:
- Open the Weave Portal
- Click
Account in the left navigation menu
- Choose Business Information from the dropdown
- Fill out the following information
- Legal Business Name
- Legal Business Address
- Taxpayer Identification Number (IRS-issued Employee Identification Number or CRA-issued Business) Number
- Primary Contact Information including an email, phone number, industry, and website address
- Click Submit
It is important that the business information you enter exactly matches the information displayed on your official IRS- or CRA-issued documentation. If the information submitted does not match official records, a pop-up will ask you to manually verify or select suggested information and resubmit the form. Tips for locating your business information can be found here.
- If Weave finds public EIN records that do not match the information you’ve entered, the pop-up will display the information found. You will need to check the box “I have verified this information” and select Update and Resubmit.
- If Weave finds multiple public EIN records that match your business, the pop-up will display each suggestion. Select the correct information and click Update and Resubmit.
After submitting the form, a new page will show whether the verification was successful.
Upon successful verification, the page will display the message “Your Information was successfully verified.” Your business is now all set for business text messaging.
Click Return to Form to see the information you’ve entered. Select Update Form to change any information and select Update.
If the business information could not be verified, the page will display the message “Your business information could not be verified. Double-check your business information and attempt again.” Click Return to Form to check that all the information is correct. You will have 2 failed verification attempts before you’ll need to contact support for assistance.
If the attempt fails more than twice, the page will display the message “You have exceeded the maximum number of failed attempts. Please contact support at support@getweave.com or call 888-579-5668 to finish your registration.”
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Text Messaging Brand Registration FAQ
Read moreSeveral laws in the US and Canada regulate communications between businesses and their customers to help reduce robocalls and spam text messages to benefit both the sender and recipient of text messages.
Providing visibility into the source and content of messages allows the mobile network operators to provide more reliable and trustworthy messaging services.
As your provider for business text messaging services, Weave is your partner in understanding the requirements and ensuring that your messages are delivered to your customers with minimal disruption.
Learn how to register your brand. Contact us at support@getweave.com with any further questions.
Why do I need to provide my business information to Weave?
The mobile network ecosystem has been working to find ways to support business texting services (also known as A2P messaging or non-consumer messaging), while still complying with applicable regulations. Mobile network operators (MNOs), such as Verizon, AT&T, and T-Mobile have begun implementing standards to register and validate businesses that send text messages. Providing visibility into the source and content of messages allows the MNOs to provide more reliable and trustworthy messaging services. Businesses that send A2P messages should register through their service providers, like Weave, to take advantage of increased messaging deliverability and throughput, and avoid potential fees or disruption to texting services.
- Build trust and confidence in your text messaging with your customers and patients. Your text messages will be trusted by the MNOs, and your customers will know that the texts are not spam.
- Send more messages. Brands that are registered and verified will have access to higher messaging throughput rates.
- Avoid disruption to your business. Messages sent by unregistered Brands could be flagged as spam and not delivered. Unregistered Brands could also be banned from texting, and Weave is concerned it could impact your ability to make voice calls in the future.
- Avoid higher fees for text messaging services. Unregistered Brands are charged higher fees for message delivery by the MNOs and other partners. Weave wants to avoid having to charge you additional fees, so we are hoping you will assist us in providing the information needed.
Where can I learn more about A2P messaging standards?
Please consult the following resources for more information:
- CTIA Messaging Principles and Best Practices
- TCPA via the Federal Communications Commission’s (FCC) FCC website
- CAN-SPAM from the Federal Trade Commission (FTC) website and the FTC’s compliance guidelines
- CASL from the Canadian government’s overview and frequently asked questions
- The Campaign Registry
How much does 10DLC registration cost?
Fees are determined by the MNOs and their partners. Weave includes a Regulatory Cost Recovery Fee on your service charges to defray and recover certain direct and indirect costs associated with 10DLC messaging, and other regulatory programs such as E911, STIR/SHAKEN, local number portability, among other items.
If you decide not to register, you may be subject to additional fees and penalties from the MNOs and their partners. These additional fees will be added to your service charges.
What information do I need to provide for Weave to register my brand?
Weave needs the following information:
- Your business’ EIN or Canadian Revenue Agency Business Number and Canadian Corporation Number
- Your legal business name
- Your legal business address
- A valid contact email address
- A website for your business
- Other locations affiliated with or connected to your business
- The business vertical you operate in
Will I still be able to text through Weave if I don’t provide business information?
Customers that do not provide this information will continue to be able to text through the Weave service. However, those customers may be subject to additional fees and penalties from the MNOs and their partners. These fees will be added to your service charges. Weave wants to avoid having to charge you additional fees, so we are hoping you will assist us in providing the information needed. Additionally, customers that do not provide the information needed may experience disruptions to their text messaging, as MNOs may block or flag messages from unregistered businesses as spam.
Is there a deadline to provide registration information?
Weave is asking for this information as soon as possible so we can ensure there is no disruption to your texting services and also minimize any fees or penalties for your business.
Why aren’t other texting service providers requiring their customers to provide registration information?
Other business texting service providers may not be aware of the new requirements. They may choose not to register their customers and instead pass on higher fees and penalties to their customers. Or, they may be leaving it up to individual customers to navigate the new requirements on their own. Weave is your partner in understanding these requirements and ensuring that your messages are delivered to your customers with minimal disruption and fees. It’s important to note that if you change business texting service providers, you will likely be required to pay registration fees through the new provider.
Where can I find my EIN?
An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity. Generally, businesses need an EIN. If you have an EIN for your business, but have since misplaced it, try the following actions to locate the number:
- Check any of your IRS-issued documentation, such as your SS-4 confirmation letter or your Letter 147C (the record of how your entity is filed with the IRS).
- Ask the IRS for a copy of your Letter 147C by calling the Business & Specialty Tax Line at 800-829-4933. You can find more information here.
- If you used your EIN to open a bank account, or apply for any type of state or local license, you should contact the bank or agency to secure your EIN.
- Find a previously filed tax return for your existing entity (if you have filed a return) for which you have your lost or misplaced EIN. Your previously filed return should be notated with your EIN.
Where can I find my CRA BN?
Customers in Canada need a Business Number (BN) to to interact with other federal, provincial and municipal governments in Canada. If you have a BN, but have misplaced it, you can try one of these methods:
- Search https://beta.canadasbusinessregistries.ca/search
- If you used your BN to open a bank account, or apply for any type of federal, provincial or local license or program (e.g., GST/HST, payroll deductions, corporate income tax), you should contact the bank or agency to secure your BN.
- Find a previously filed tax return for your existing entity (if you have filed a return) for which you have your lost or misplaced BN. Your previously filed return should be notated with your BN.
Where can I find my Canadian Corporation Number?
Canadian businesses register with Corporations Canada, the country’s federal corporate regulator. If you have misplaced your Canadian Corporation Number, you can search here: