Getting Started

Introduction Weave Functionality Onboarding Checklists Weave Portal Customer Referral Program Legal & Security
  • Download the Weave Desktop App

    The Weave Desktop App will need to be downloaded on each computer station that needs access to Weave. Follow these instructions to download the Weave desktop app.

    Note: If you have an old version of Weave that you need to delete before installing a newer version, see Deleting Weave Software for instructions on how to delete an existing file.

    Windows version Mac version Linux version

    Video Overview

    Windows Mac
    Installing Weave on a Windows Computer - Video Overview

    Installing the Desktop App

    1. On the Weave Portal home page, select the Download Weave App button in the top right corner
    2. Select Download Software

      Note: You can also click on one of the buttons below to download the app installer

      Windows version Mac version Linux version
    3. Run the downloaded installer

      Note: The steps to find the installer will vary depending on the browser you're using

        • Go to your downloads folder and run the installer

        • Click install > next > finish

    4. Log in to the Weave Software

    Need to sync your software to your Weave phones? Click here for instructions.

    Manually Update Your Weave Desktop App

    If you're having trouble with the desktop app, you may need to check for software updates. 

    1. Open the desktop app and select the Hamburger_Menu.svg Menu in the top right corner
    2. Select Settings.svg Settings
    3. Click Updates.svg Updates in the menu 
    4. On the Updates page, select Check Now 
    5. If a new update is available, a green button will appear in the top menu bar
    6. Click the green button and then Restart to initiate the update

    Common Errors

    When downloading the Weave desktop app, your browser may give you an error or warning. Here is how to continue the download depending on the browser you are using:

    Windows Microsoft EdgeFirefox

    The error pop-up window will show:

    "Windows protected your PC: Microsoft Defender SmartScreen prevented an unrecognized app from starting. Running this app might put your PC at risk."

    1. For this error, click More info directly below the message
    2. Select the Run anyway button in the bottom right corner
    Read more
  • Getting to Know Weave

    Become familiar with Weave terminology used in help guides and training.

    Learn how the software will help your office in the Weave Level 1 Certification in Weave Training Camp.

    Weave Desktop Application (App)

    This is where you will use Weave in day-to-day interactions with customers. You can text, call, email, collect payments, and more within the desktop app. Learn how to download. 


    Find features and products within the buttons on the home page. 

    Search for anything in Weave - including products or customer profiles - and find quick links to popular features using the search bar on the home page. 

    Change your location, adjust settings, reach support, and navigate to the Weave Portal within the menu at the top right corner. 


    In the top bar, you can quickly:

    • Return to the home page 
    • Check chats within your team or Weave support
    • Change locations (for multi-office accounts)
    • See which location you are currently working in
    • Access Weave Quick Help

    Change the Weave Desktop Icon Colors

    Choose between Phone.svg filled (blue) and Outline_phone.svg outline (white) icons on your home page.

    1. Click the Hamburger_Menu.svg Menu icon in the top right corner of the desktop app
    2. Select Settings.svg Settings
    3. Click Settings.svg General 
    4. In the Home Screen Appearance dropdown, choose between Filled Buttons and Outline Buttons

    The new setting will automatically save. 

    Weave Portal 

    Head to the portal in a web browser to see administrative tasks and settings. This is also known as the Admin Portal. Open the Weave Portal

    Here's what it looks like: 


    The navigation bar is the menu on the left side of the Weave Portal. There you will find sections where you can find the settings and features you would like to access.

    Looking for information on the mobile app? Find that Getting to Know guide here.

    Other terminology

    Ellipses Menu: More.svg Sometimes in the desktop app, you'll see an ellipses icon with three dots to signify there are more options available.

    Filter: Filter-Alt.svg In features and products such as reviews, payments, and schedule, you'll see three funneled lines to signify there are options to filter the results you see.

    Notifications: Pop-ups in the app for messages, reviews, and more

    Tabs: Different sections you can click at the top of a page, such as in Users in the Weave Portal.

    Mobile Application (App): You can download Weave on your mobile device to access messages, phone calls, emails, and more from anywhere. Learn how to download.

    Weave Phones: Any phone distributed by Weave

    Phone Tree: Prompt customers that call into your office to the correct extension through phone trees. You may have heard similar products called call trees, auto-attendant, or IVR (interactive voice response).

    Call Pop: A feature that allows you to see customer information as they call before you answer the phone


    Read more
  • Download the Weave Mobile App

    Take work on the go with Weave's mobile app, available on Android and iOS devices.

    Note: You must be granted access to the mobile app in order to log into the mobile app.

    If you want to change the mobile access permission settings for a user, you will need to edit their user access settings.

    Weave Portal

    1. On the Weave Portal home page, select Download Weave App
    2. Use the iOS and Android tabs to select your device type 
    3. Scan the QR code on your device

    WeaveHelp QR code

    You can also download the mobile app by scanning these codes:

    iOS Android

    Click here to download the iOS mobile app or scan this code:


    Once you download the mobile app, you can log in using the same email address and password that you use to log into the desktop app. 

    Note: Mobile app features may differ in availability from the desktop app and Weave Portal. See the Getting to Know the Weave Mobile App article for more information.

    Read more
  • Getting to Know the Weave Mobile App

    The Weave mobile app puts the power of Weave into your iOS or Android phone or iPad. Watch this short video to see an overview of what the Weave mobile app can do! 

    Reach your customers on the go through calls, messages, your schedule, and more. Learn how to download


    Find features and products within the buttons on the home page.

    Change your location by tapping the current location shown under your name.

    Adjust your office hours, notifications, patient settings, departments, auto text (automated messages), and review preferences by selecting Settings from the home page.

    Quickly email the Weave Support team or leave feedback by tapping the corresponding buttons at the bottom of the screen.

    When you're all done, you can quickly log out in the bottom left corner.

    Here are some other things you can do in the mobile app: 

    Looking for information on the other Weave platforms? Find the Getting to Know Weave guide here.

    Note: If you're having problems with the mobile app crashing, try reinstalling the app and updating your device's software.

    Read more
  • Logging Into Weave

    Ready to get started? Let's get you logged into Weave. 

    Log into Weave

    Desktop App Weave PortalMobile App
    1. Launch the desktop app
    2. Enter your email and password
    3. Click Sign In
    Check the Remember Me box to save your user name in the login system

    Tip: If you've forgotten or lost your password, follow the steps in Reset a Password.

    Troubleshooting Tips

    Having issues logging in? Try these steps:

    • Try resetting your password by selecting the link on the Weave portal or desktop app
    • Make sure you are using an updated version of Google Chrome 
    • Have an office admin make sure that your user information is correct
    • Have an office admin remove your user information in the Weave portal and re-add your email

    Switching Locations

    Unify is a specific package for multi offices and may not be a part of your current Weave software.

    If you manage multiple locations, you can switch between them by following the instructions below:

    Desktop App Weave PortalMobile App
    1. Open the menu by selecting the Hamburger_Menu__1_.svg menu in the top right corner
    2. Select Building.svg Change Location 
    3. Select the desired location

    You can also click the Location.svg Office Location in the top bar and select the desired location.

    Read more
  • Placing a Call Through Weave Apps

    Making an outbound call to a client is available no matter where you are. There are a few different ways to do it.

    Mobile App Desktop App

    Click Blue_Phone.svg Phone. Place a call through one of these options: 

    • Directly return any calls by selecting the number on the Clock.svg Recent Calls page
    • Select a profile from the Call tab and tap on the Phone.svg Phone icon
    • Click on the Keypad.svg Dial Pad icon in the bottom right corner of the Call tab and enter the number you’d like to call
    • In the Voicemail tab, click on a voicemail and the Phone.svgPhone icon to return the call

    Tip: If you're having trouble placing a call, check your wifi connection or switch to data. Try reinstalling the mobile app to the newest version and check for updates on your device. If this does not work, contact support.

    You can place calls even easier with a Softphone added to your desktop user. Learn how to create and then use the Softphone feature. To learn how to place a call on your Weave phone, refer to our Phone User Guides. 

    Read more
See all 11 articles
Read more
  • Add and Manage Users

    All staff members in your office who will be using Weave must have their own login with their own user email and password. This is a HIPAA requirement for security purposes. This article explains how to add, edit, or delete a Weave user.

    Note: Weave representatives cannot create new users or delete or change the role of current users. This function can only be done by a Weave Admin in your office. Contact your office administrator if you need a new user added.

    You can add and manage users in your Weave Portal. Select the appropriate tab below for instructions to add, edit, or delete a user.

    Note: For best results use Google Chrome. Windows Explorer is not supported by this application.

    Add a New User Edit a UserDelete a User

    Add a New User

    Note: With Weave Unify, if a user is assigned to multiple locations, you must be a Super Admin in the parent location to manage their user. The user must also have the same role across all locations. Learn how to change locations.

    1. Within the Weave Portal, select Settings.svg Account from the left navigation menu
    2. Select Users from the dropdown
    3. In the upper right corner, click the Add User button
    4. Add the Email of the new user. Each user needs their own unique emails address assigned to their account

      Note: If you are adding a user with an email that was previously added to the account and removed, an extra page will pop up to notify you that the email has been used before. Scroll to the bottom and confirm by clicking Send Invite. The team member will still have to finish creating the account before any edits can be made. 

    5. Click Next
    6. Fill out all of the fields for the new user

      Note: If you are using Weave Unify, toggle on Activate All Locations or search and toggle on each location you would like the user to have access to. Use the dropdown next to each toggle to choose a role.

    7. Use the Mobile Access toggle to decide whether you would like the user to have access to Weave through the mobile phone app

      Tip: Users can be assigned multiple roles. View the permissions for each role.  

    8. Click Submit and an invitation email will be sent to the user


    9. Instruct the team member to pull up the email from SendGrid to finish creating their account. Make sure they check their spam folder if they don't see the email. 

    Tip: If your team member is not receiving the message because the email entered is not correct, try deleting and creating a new user with the correct email.

    Once the team member finishes creating their account, they will be able to log into Weave.

    Tip: Users under the Team tab have finished creating their account and have access to Weave. Users under the Invitations tab still have not yet finished creating their account.

    Find a full list of user roles and permissions.

    Read more
  • See all 8 articles