π₯ Importing Pathways in Bulk
Setting up multiple pathways? Use Equipβs spreadsheet template to speed up the process.
*Contact the Equip team to import Pathways.
Download the Pathway Import Template.
Fill out each row using the following columns:
pathway β Name of the pathway
step β Title of the step
description β (Optional) Notes or explanation for the step
code β Optional code used internally or for billing
position β Step order (1 for first, 2 for second, etc.)
price β If billable, enter the dollar amount (e.g., 100)
price_by β Unit of billing (e.g., hour, service)
Equip Tip: Import your Pathways to get started for your Equip training. You can always go back and add more laterβthis is only the beginning!