Getting Started

Introduction Onboarding Weave Portal Legal & Security
  • 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 Getting Started Weave Academy Certification for Weave Plus or Weave Core depending on your product bundle.

    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. 

    Screen_Shot_2022-01-04_at_9.42.52_AM.png

    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. 

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    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

     

    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: 

    Screen_Shot_2022-01-10_at_9.34.23_AM.png

    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.

    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

     

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  • Leave Product Feedback for Weave

    Looking for a new feature? Or really enjoying a specific product? Let Weave know using UserVoice, a third party service we've partnered with to make sure we can hear your ideas and suggestions. 

    Post your feedback and report bugs by opening the Weave Feedback Portal.

    1. Select the feedback forum from the right side or bottom of the screen

    2. Browse ideas and vote for the ones you like

    Note: Comment on posts by clicking on the number of comments below the post and following the same process you would use to add feedback

    3. Enter your feedback by typing in the Enter Your Idea box at the top of the page

    4. Choose the category your feedback applies to (optional)

    5. Sign in using Facebook, Google, your UserVoice account, or create a new account

    6. Select Post Idea 

    The UserVoice feedback pages are for feature requests and bug reports only. If your submission is not a product feature, suggestion, or product question, it may be removed. We can’t guarantee specific features or development timelines, but we read every suggestion and respond where we can. Please note that feedback is voluntary, and if you provide feedback, you give Weave the right to use it without restrictions.
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  • 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 and select the Sign In button on the center of the screen
    2. A pop-up browser will open. Enter your credentials and click Sign In
    3. You’ll be redirected to the desktop app. You can close the browser window
    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.

    Every time you log in on a new device, you will receive an email to notify you. This helps you keep your account secure.

    Screen_Shot_2021-08-12_at_12.31.14_PM.png

    Troubleshooting Tips

    Having issues logging in? Try these steps:

    • Try resetting your password by selecting the link on 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

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  • 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. Click on one of the buttons below to download the Client Installer

      Windows version Mac version Linux version
    2. Run the 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

    3. 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. 

     

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  • 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
    1. Click Phone_Invert.svg Phone 
    2. Directly return any calls by selecting the number on the Clock.svg Recent Calls page
    3. Select a profile from the Customers tab and tap on the Phone.svg Phone icon
    4. Click on the Dial tab and enter the number you’d like to 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.

    To learn how to place a call on your Weave phone, refer to our Phone User Guides. 

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  • Download the Mobile App

    Take work on the go with Weave's Mobile App. The mobile app is 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.

    iOS Android

    Click here to download the iOS Mobile App or scan this code:

    mobile_app_QR_Code.png

    Once you download the Mobile App, you can log into the Mobile App using the same email address and password that you use to log into the Desktop App. 

    Overview of the Mobile App

    Watch this short video to see an overview of what the Weave Mobile app can do! 

    iOS Android

    Now learn how to log in. 

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

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