Pathways help you organize services into step-by-step workflows. Each pathway can include billing details and multiple steps that guide your team and track participant progress. You can create them manually or import them in bulk during account setup.
📂 Go to the Pathways Tab
Click Pathways from the left-hand navigation menu.
➕ Add a New Pathway
Click Add Pathway in the top-right corner.
Enter Pathway Details
Name – Title for your pathway.
Description – Brief summary of what the pathway is for.
Code – Optional reference code for billing or tracking.
Billable Toggle – Turn this on if the pathway includes billable services.
If billable, enter the Price and Hour(s).
Create the First Step
Click Create Step to finalize the initial setup.
Add Additional Steps (if needed)
After saving the first step, click Add Step to build out the rest of the workflow.
📥 Importing Pathways in Bulk
Setting up multiple pathways? Use Equip’s 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 – Name of the pathway
step – Title of the step
description – (Optional) Notes or explanation for the step
code – Optional code used internally or for billing
position – Step order (1 for first, 2 for second, etc.)
price – If billable, enter the dollar amount (e.g., 100)
price_by – Unit of billing (e.g., hour, session)
Equip Tip: You can always edit or expand a pathway later. Focus on creating clear, meaningful steps that reflect how your team actually delivers services—this helps ensure smoother onboarding, billing, and progress tracking from day one.