Manual Messaging Automated Messages Brand Registration
  • Send a Manual Appointment Reminder in the Weave App (beta)

    Learn how to access the Weave app (beta).

    Make sure your patients are making their appointments by sending manual reminders.

    1. Find the message thread for the contact by using the Universal Search bar, using Messages, or clicking the Messaging.svg Message icon in their Contact Profile
    2. Click the Calendar.svg Appointment Reminder icon below the text box
    3. Select the desired appointment
    4. Choose from the existing templates or Create New Template

      Note: If you choose to create a new template, you’ll be routed to the Templates page in Settings. Once you’ve created the template, close Settings using the X in the top right corner to begin the process again.

    5. Click Send or Schedule Send
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  • Add a Signature to Your Messages in the Weave App

    Learn how to access the Weave app (beta).

    Personalize your communications by adding a simple signature to the bottom of your manual text messages.

    1. Within the Weave App, select Messages in the left navigation menu
    2. Open any message thread
    3. Click the Signature.svg Signature icon
    4. Type your signature
    5. Click Add Signature

    The signature will automatically be sent in all your messages.

    To remove a signature, click the Signature.svg Signature icon in a thread, delete the text, and select Add Signature. This will remove the automatic signature across your messaging.

    This does not change the signature for any other users.

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  • Schedule Text Messages

    Make sure messages are getting to your contacts at the right time by scheduling them in the message thread. 

    Learn how to access the Weave app (beta). This is not available in the legacy desktop app.

    Schedule a Message

    1. Select the Inbox.png Messages icon from the left navigation in the Weave app (beta)
    2. Open a message thread with a customer or start a new one
    3. Type the message you would like to schedule in the text box
    4. Click the Carrot Down.svg Dropdown icon next to the send button
    5. Select Schedule Send
    6. Type the date and time or choose a day from the calendar and time from the dropdown
    7. Click Schedule

    The message will show yellow as pending until sent. Click on the message to copy, delete, send it now, or change the send date and time.

    If the customer sends a text before the scheduled message goes out, it will stop the message from being sent. You can then edit the message to change the text or update the date & time

    Edit a Scheduled Message

    1. Hover over the message and select the More.svg More icon that appears immediately below or right-click on the message
    2. Select Edit Message
    3. Use the text box to edit the wording. To update the date & time, select the Carrot Down.svg Dropdown icon next to the Save button and Schedule Send (or Send now if applicable).

    Delete a Scheduled Message

    1. Hover over the message and select the More.svg More icon that appears immediately below or right-click on the message
    2. Select Delete Message

    The scheduled message will be suppressed.

    To see all your scheduled messages, click on the Scheduled tab within Messages in the Weave app.

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  • Export a Message Thread in the Weave App

    Save a conversation for your own documentation.

    Learn how to access the Weave app (beta).

    1. Open the conversation you want to export
    2. Select the More.svg More icon in the top right corner of the conversation
    3. Click Export Conversation
    4. Choose which inbound and outbound messages to export by checking the box next to each or click Select All Messages at the top of the page
    5. Click Export Selections
    6. Follow any pop-ups that your computer may guide you through to print or save the conversation where you would like
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  • Manage Tags in the Weave App (beta)

    See and edit the tags that have been created to organize messages, faxes, and more across your Weave account.

    Note: Tags created previously in the legacy desktop app will need to be recreated in the Weave app (beta).

    Learn how to access the Weave app (beta).

      1. Within Messages, select Settings.svg Settings in the bottom left corner
      2. Click Tags in the navigation bar

    Change locations by using the dropdown at the top of the page. Use the Search or Filters option to narrow the view of tags view to help you find the tags that may need to be edited.

    Create a New Tag

        1. Within the tag settings, select Create New Tag at the top right
        2. Type a name
        3. Choose a color
        4. Assign which locations should have access
        5. Assign which users should receive a notification when an asset is tagged (if desired)
        6. Click Save

    Edit a Tag

        1. Locate the tag you’d like to edit in the Tag Settings
        2. Select the More.svg More icon at the far right of the tag name
        3. Click Edit
        4. Adjust the name, color, locations, and/or users
        5. Select Save

    See how to tag a message.

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  • Tag a Message in the Weave App

    Organize the messages coming from customers with tags that you can use to filter later.

    Learn how to access the Weave app (beta).

      1. Within in the Weave app, open the conversation with the message you'd like to tag
      2. Hover over the message and select the More.svg More icon
      3. Select Tag Message
      4. Choose an existing tag or Create New Tag
      5. If you click to Create New Tag, use the Settings pop-up to choose a color, assign location access, and assign users before clicking Save

    The message tag is automatically saved when clicked. You can add multiple tags to each message. If users are assigned to a tag, the users will receive a notification that the message has been tagged.

    Click on the tag underneath a contact within the Inbox to open the tagged message.

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