Equip: Independence gives team members a mobile-friendly way to complete common Equip workflows while supporting participants in the community. The team member experience is designed for quick access to schedules, participant profiles, forms, assessments, announcements, messages, and other tools your organization has enabled.
đ„ Watch the overview
Watch the team member overview video: Equip Independence - Team Member View
đ± Before you download
Equip: Independence is available only after your organization approves the new mobile app experience. An Equip account admin can request access by reaching out to the Equip team.
When you search the app store, choose the new Equip app with the green background.
The current Equip: Independence Companion app has the old logo and will no longer be available after January 1, 2027.
âŹïž How to download Equip: Independence
Open the App Store on iPhone or iPad, or Google Play on Android.
Search for Equip: Independence.
Select the new Equip app with the green background.
Tap Get or Install.
Open the app and enter the email address connected to your Equip account.
Follow your organizationâs sign-in method. This may be password, Google, Microsoft, or another SSO option.
Complete the setup prompts for notifications, location, and App Lock.
You can use the app without allowing notifications or location, but some features work best when they are enabled. Notifications help with messages and schedule changes. Location can support event check-ins.
đ How the team member experience works
After sign-in, Equip shows the experience that matches your role and permissions. Team members see a team-focused mobile workspace.
Home â View todayâs schedule and jump into common tasks.
People â Search for participants and open participant profiles.
Messages â Send and receive group messages when messaging is enabled.
More â Open the full Toolkit of features available to you.
Profile â Review your account and app settings.
Some tools may not appear for every team member. Equip only shows tools your organization has enabled and that your role is allowed to access.
â What team members can do in the app
View todayâs schedule and open event details.
Check in or check out of events when check-in is available.
Fill forms from the mobile app.
Complete assessments and submit responses.
Send announcements to participants and teams.
Create scheduled events from the mobile experience.
Search participant profiles and review key participant information.
Open participant documents, notes, forms, assessments, goals, routines, and pathways when those modules are enabled.
Upload documents to a participant record when allowed.
Verify presence by scanning a participantâs presence code when presence verification is enabled.
Use favorites for quick access to common forms and assessments.
đĄ Best practices
Confirm your organization has enabled Equip: Independence before asking team members to download it.
Encourage team members to allow notifications so they do not miss messages or schedule updates.
Use favorites for high-frequency forms and assessments.
Remind team members that mobile access follows their Equip permissions. If something is missing, check role permissions and enabled modules first.
Transition staff away from the old Equip: Independence companion app before January 1, 2027.
â FAQs
Why canât I sign in to the new app?
Your organization may not have enabled Equip: Independence yet, or your user account may not have mobile access. Ask your Equip account admin to contact the Equip team.
Why do I not see a tool shown in the overview video?
Tools are based on your organizationâs enabled features and your role permissions. If a tool is missing, your account may not have access to that module.
Is the old mobile app still available?
The current Equip: Independence companion app with the old logo will no longer be available after January 1, 2027. Organizations should move to the new Equip: Independence app before then.
Can team members use the app for every Equip workflow?
The app focuses on common mobile workflows. Some advanced setup or administrative work may still need to be completed in the Equip web app.
đ Related articles
Equip: Independence for Participants
Getting started with Equip
Managing team member permissions