What you'll accomplish
By the end of this guide, you'll have Weave set up to automatically send recall reminders to patients who are overdue for their cleaning, and post-op check-in texts to patients 24 hours after surgical procedures. Instead of manually tracking and texting patients, this runs on its own — bringing patients back without you doing anything after the initial setup.
What you'll need
- Your practice already uses Weave (the phone/text communication platform)
- You have or can get manager/admin access to the Weave portal (not just the phone app)
- Your PMS is synced to Weave (standard for most Weave installs)
- Time needed: 30 minutes for initial setup; ongoing: 0 minutes
- Cost: Weave is typically already in your practice's budget (~$400-600/month for the full platform)
How-To Guide: Configure Automated Recall and Follow-Up Sequences in Weave
Step 1: Log into the Weave admin portal
Open a browser → go to app.getweave.com → log in with your practice credentials. If you only have the phone app, ask your office manager for web portal access — you need the desktop version for automation setup.
What you should see: The Weave dashboard showing your practice name, phone system status, and a left-side navigation menu.
Troubleshooting: If you don't see an Automations menu item, your Weave plan may not include it. Contact Weave support to confirm your plan includes messaging automation.