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Weave

Connect your Weave VoIP phone system to Shepherd to surface client and patient information automatically during calls.

Weave is the all-in-one customer communications and engagement platform for small and medium-sized businesses. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with, and engage customers to grow their business. To learn more, visit www.getweave.com/newsroom/.

New to Weave?

Learning more and book a demo here.

What You Need to Know

  • Weave reminder communications are based on vaccine records only.

    Weave pulls reminder data from the vaccines tab in Shepherd — not from Shepherd's Reminders module. Reminders for non-vaccine services such as medications, wellness visits, or other treatments will not be sent through Weave. Use Shepherd's built-in reminder communications for those service types.
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What the Integration Does

When Weave and Shepherd are connected, the following features are available:

Weave Phones

When a client calls, Weave Phones displays key information automatically, including:

  • Client name

  • Upcoming appointments

  • When the patient is next due for an appointment

  • Tasks associated with the client

  • Special notes and follow-ups

Schedule

You can view upcoming pet appointments directly within the Weave Schedule app when the integration is active.

Two-Way Texting

Weave's two-way texting lets you communicate with clients quickly and conveniently. An affirmative response — such as "Yes," "Y," or "Confirm" — will automatically confirm the appointment in Shepherd.

Appointment and Vaccine Reminders

Weave can send automated reminder communications for upcoming appointments and vaccination-based continued care. Weave sends reminder communications based on vaccine records only — it does not pull from Shepherd's Reminders module. Non-vaccine reminders will not be sent through Weave.

Current Weave Customers

Considering upgrading to an integrated version with Weave? Book a demo here. Below is an overview of the onboarding process.

Activating the Weave Integration

If you are an existing Weave Pro or Elite customer, follow these steps to connect Shepherd:

  1. In Shepherd, go to Admin > Integrations and select Weave.

2. Turn on “Enable Integration”

3. Go to Clinic settings and copy your Clinic ID.

4. Log in to the Weave Admin Portal, click Data Sync, then click Add New Integration.

5. Select Shepherd from the drop-down and enter the Clinic ID you copied.

To request an upgrade to a Weave integrated plan, contact your Weave Account Manager or email sales@getweave.com. A Weave onboarding specialist will help you enable the sync.

Frequently Asked Questions

Does Weave send reminders for all services I've set up in Shepherd's Reminders module?

Weave reminder communications are based on vaccine records only. Weave pulls data from the vaccines tab in Shepherd, not from Shepherd's Reminders module. Reminders for non-vaccine services — such as medications, wellness visits, or other treatments — will not be sent through Weave. For those service types, Shepherd's built-in reminder email system handles client communications.

Does the Weave and Shepherd integration include Weave's Online Scheduling feature?

Weave's Online Scheduling product does not currently integrate with Shepherd. However, Shepherd customers can use Weave Online Scheduling in a non-integrated way. The Online Scheduling page will clarify to clients that their submission is an appointment request, and your office will follow up as needed.

Where can I get help with Weave?

For help with Weave directly, use the following resources:

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