Manual Messaging Automated Reminders Brand Registration
  • Send & Receive Text Messages (Texting)

    Easily 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

    1. Select the Messages icon
    2. Click on blue plus icon at the bottom right corner
    3. Type in the name or phone number of the person that you want to send the message to
    4. Write your message. From here you can use the following in your message:
    5. Click the Send button to send your message to the selected recipient 

    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




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  • Manage Your Messages Inbox

    Manage 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 Screen_Shot_2021-06-30_at_10.59.32_AM.png  indicates a new unread message

    • yellow dot Screen_Shot_2021-06-30_at_10.57.38_AM.png indicates a message has been opened by your office, but has not yet been responded to
    • A red dot Screen_Shot_2021-06-30_at_11.00.30_AM.png indicates a message that was undeliverable

    Messages can be removed from and returned to the Actionable tab.

    Remove from the Actionable tab Return 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.

    Tagging Messages

    Tagging allows you to assign a message thread to a department or team member.

    Create a Message Tag

    1. Select the ellipses icon in the upper right hand corner of your Messages app
    2. Select Message Settings 
    3. Select Tagstag1.png
    4. Click Add New Tag
    5. Type in a Tag Name
    6. Assign desired team member(s) to that tag
    7. Click Save


    Tag a Message

    Once tags are created, you can apply a tag to your message threads:

    Add a Tag Change a Tag Remove a Tag

    To add a tag,

    1. Click on the blue ellipses icon next to the message thread
    2. Click Tag Message 
    3. Select the tag you want to apply

    Filter Your Messages Inbox

    Once tags are created and applied, you can filter your messages with your tag(s). 

    To filter your inbox,

    1. Click on the filter icon Filter-Alt__1_.svg in your Messages app
    2. Select the tags you would like to include in the filter
    3. Click Apply 

    Bulk Actions

    Your Messages inbox includes the ability to Tag, Mark as Read, Mark as Unread, or Archive multiple messages.

    1. Click on the ellipses icon in the upper right corner of your Messages app
    2. Select the Actions 
    3. Select the messages you want to apply the bulk actions
    4. 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. If the customer texts you, or you text that same phone number again, your thread will re-appear.

    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.

    1. Select the ellipses icon in the upper right corner of your Messages app
    2. Select Message Settings 
    3. 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

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  • Sending Picture Messages

    Spruce up your communications by sending and receiving texts and images including .gifs and .jpegs through your Weave Messages App.

    Sending Picture Messages

    1. Select Messages from your home page

    2. Click on the + to compose a new message or use the search bar to resume a previous conversation.

    Note: Search by customer first or last name.


    3. Compose your message, insert an emoji, or click on the picture icon to add a photo (.gif or jpeg)

    4. If you are sending an image, you will first have to receive consent from the recipient.

    Note: Weave will prompt you to send a consent request.



    5. Once you receive consent from your customer, you can now drop and drag, or select an image from your saved files.

    6. 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 an image.


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  • Edit Message Templates

    Message Templates allow you to send messages even faster with a precomposed message. Follow these instructions to edit your message templates.

    Edit Message Templates

    1. Select the Template Icon found at the bottom of your texting screen

    2. Select from a precomposed message template

    3. Or select Edit to customize and create your own template


    4. Compose your message and add any applicable variables

    5. Click Save 



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  • Send Wellness Forms

    Protect yourself and your staff by screening patients with a wellness form prior to bringing them into the office. 

    Preview the Wellness Form

    1. Log into your Admin Portal
    2. Select Customers from the left side menu
    3. Click on Wellness Forms
    4. Click on the preview icon Preview.svg to preview the Wellness Form

    Note: Wellness Forms cannot be edited or changed.

    Sending Wellness Forms

    Wellness Forms can be sent a number of ways: 

    Copy Wellness Forms Link for Text or Email
    1. Log into your Admin Portal
    2. Select the Customer Menu
    3. Click on Wellness Forms
    4. Click on the copy icon Screen_Shot_2021-06-11_at_1.01.34_PM.png to copy the URL 
    5. Paste the link into a text message or email to your customer
    Wellness Forms Message Template
    1. Go to an existing message thread in your Messages app
    2. Click on the template icon Screen_Shot_2021-06-11_at_1.04.41_PM.png
    3. Select Wellness Forms 
    4. Adjust the message as necessary
    5. Click Send

    Tip: Trying to limit the number of customers in your waiting area? Try the Curbside Waiting Room template! Click here to learn about editing your message templates. 

    Wellness Forms Schedule Messaging Template

    The availability of this feature is dependent on your practice management software

    1. Click on the message icon  Screen_Shot_2021-06-11_at_1.36.19_PM.png in your Schedule App to start a new schedule message
    2. Select Wellness Forms 
    3. Adjust the message as necessary
    4. Click Send

    Tip: Trying to limit the number of customers in your waiting area? Try the Curbside Waiting Room template! Click here to learn about editing your message templates. 

    Add Link to Appointment Reminders

    The availability of this feature is dependent on your practice management software

    You can also add the wellness form variable directly to your Automated Appointment Reminders.


    Viewing Wellness Form Responses

    Results will be posted in your Admin Portal after the form has been completed. Here you can filter by Name, Email, Phone, or Symptomatic results.


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  • Use Text Connect

    Weave Text Connect feature is a widget that can be installed on your website that allows customers to connect with you and start a text conversation. 

    This feature is an add on feature. Check with your admin to verify it is a part of your package.

    How text connect works

    1. Your customer can engage with our widget installed on your website

    2. From here they can choose to schedule an appointment or start a text conversation

    3. The customer automatically receives an automated text response from your office letting them know you will get back to them as soon as you can

    4. Your office receives the incoming message just like a regular text message
    5. You will receive a pop up notification and a notification on your Messages App
    6. The messages will appear at the top of your messages feed

    7. The sender’s name will be attached to the end of their text so that you can respond to your prospect by name
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