Getting Started

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

    The Weave desktop app needs to be downloaded on each computer station to access to Weave.

    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

    If you are downloading the Linux version, see more detailed instructions.  

    Video Overview

    Windows Mac
    Installing Weave on a Windows Computer - Video Overview

    Installing the Desktop App

    Follow these instructions for the Windows or Mac version of the desktop app. See more detailed instructions for the Linux version download.

    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 Around the New Weave Experience

    With the new Weave experience, you can communicate with customers, see call history, and more within a browser on your computer or a new desktop app.

    Enable the New Weave Experience

    Open the Weave Portal and click on your user icon in the top right corner. In the blue "Try our new web app experience" box, click Try it out.

    After you enable the new web experience, click Download Weave App in the top left corner of the Weave Portal, and within the pink "The New Weave App Experience is Here" box, click Download and Try Today to download the new desktop app.

    Open the New Weave Experience

    Weave Portal

    1. Open the Weave Portal
    2. Click App at the top left of the page

    Desktop App

    1. Open the new Weave desktop app
    2. Click App at the top left of the app

    Use the left navigation to get started using Weave.

    If applicable, change your location by clicking the current location in the top right corner.

    Messages

    Click the Inbox.png Message icon in the left navigation to see threads with your customers. Use the icons at the top of your inbox to complete Actions.svg bulk actions, Filter-Alt.svg filter the threads, or Plus.svg start a new message. The left navigation allows you to see Scheduled, Archived, and Blocked messages.

    Right-click on a message with a thread to add a tag.

    When responding to a message, click the dropdown next to the send button to schedule the message. Right-click on the message before it has sent to adjust the text, date & time, or save the content. If a customer sends a text before the scheduled message goes out, it will stop the message from being sent.

    Phone

    When your phone is synced with Weave, you can click the Phone.svg  Call icon to see your recent calls & access voicemails using the tab at the top of the page. Click the Lists.svg Page icon next to a voicemail to read the transcript and see Call Details. Click Dial Pad in the left navigation to start placing calls.

    If you have a Softphone, select the Keypad.svg Dial icon at the top of the page to adjust settings, see Parked Calls, and place calls.

    Digital Forms

    Click the Forms_Elements.svg Digital Forms icon to check if a form has been submitted in the Inbox, Reviewed, Completed, Sent, and Archived tabs in the left navigation.

    Reviews

    Keep track of what customers are saying in Reviews Dash.svg Reviews. Use the left navigation to see All, Google, Facebook, or Private reviews. Click on a review to start responding.

    Contacts

    Check contact information or create a contact by clicking the Contacts.svg Contacts icon in the left nav and filtering by All, Active, or Inactive. Click on any contact to see their information and history, and start a call, message, or send digital forms. Select Lists to view customers that have been added to your Collections, Overdue Patients, and Birthdays lists.

    Analytics

    Learn more about your office communications through Analytics.svg Analytics. Use the left navigation to see the Overview, Practice, Auto Recall, Phone, and Messaging Analytics. Click See More or the Analytics Info.svgAnaltyics Info icon in the top right corner of any analytics tile to dive into the data.

    Team Chat

    In the top right corner, click the Chat.svg Team Chat icon to open messages between your team members. The + icon allows you to start new Direct Messages or Group Chats.

    Settings

    Within the Messages or Calls tab, click the Settings.svg Settings icon in the bottom left corner to:

    • Create and manage tags
    • Create and manage templates
    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. 

    Screen_Shot_2023-05-25_at_1.08.40_PM.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. 

    Screen_Shot_2022-10-28_at_2.09.04_PM.png

    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: 

    Screen_Shot_2022-10-31_at_9.18.57_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.

    Any admin in your office can upgrade your Weave package with different product add-ons in the Subscription section in the navigation bar.

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

    Other terminology

    More Menu: More.svg Sometimes in the desktop app, you'll see the More 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

    Note: Anywhere you interact with the office hours, breaks, or other settings dealing with timing, they are always displayed as the time zone of your office.

     

    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 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:

    mobile_app_QR_Code.png

    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

    Screenshot 2024-02-21 at 1.24.34 PM.png

    • Find features and products within the buttons on the home page.
    • Change your location by tapping the current location shown under your name.
    • See the number of follow ups, missed calls, voicemails, and more with the Actionable Dashboard below your name
    • Add Quick Actions by using the corresponding button below the Actionable Dashboard.
    • 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: 

    Currently, calls cannot be transferred between the Weave mobile app, phones, or desktop 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
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