Weave: Dashboard & Settings Walkthrough for New Users

In this comprehensive training session, we walk you through the Weave Phone System dashboard and settings, from personal customization to admin-level controls. Whether you’re new to Weave or just need a refresher, this session will help you confidently manage your phone system and platform features. 📌 Timestamps & Topics Covered: 0:00 Welcome & Overview 1:00 Dashboard Customization Basics 3:03 Key Widgets & Layout Tips 6:12 Navigation Icons & Admin Tools 8:06 Settings Overview & Personal Settings 9:29 Device Pairing & Notifications 12:06 App Appearance & Accessibility Options 13:41 Org Settings: User Management & Billing 15:05 Phone Number Porting & Voice/Fax Info 16:38 Tags & Weave Assistant Explained 18:00 Email Reply Settings 19:05 Forms & Right-Back Configurations 20:03 Insurance Verification (Dental Only) 20:52 Messaging Settings & Auto-Confirm Features 23:05 Message Templates & Personalization 24:13 Text Connect & Payments Configuration 25:11 Phone System Settings & Voicemail 26:33 E911 Address Setup for Safety 27:16 Online Scheduling Options 28:56 Image Gallery, Subscription Overview 30:41 Summary & Final Tips 32:48 Insurance Verification Link & Q&A Wrap-Up 📎 Key Features Discussed: • Dashboard layout personalization • User management & security • Tag automation with Weave Assistant • Custom pop-up notifications • Device pairing & e911 setup • Messaging automation & templates • Payments, faxes, and online scheduling 🧠 Pro Tip: Use the subscription tab to see exactly what tools you’re already paying for—and make sure you’re using them! 👉 Ready to make the most of your Weave system? Learn More here: https://www.getweave.com/