Mood Navigator setup happens in two places: account-level feature settings and participant-level mood settings. Account admins can make the feature available for the organization, then support teams can personalize each participant’s mood experience with mood settings, coping options, reminders, alert subscribers, and the participant-level enable toggle.
🌐 Turn On Mood Navigator Organization-Wide
Ask the account owner to coordinate account enablement with the Equip team.
If Equip directs the owner to Feature Settings, use that page. It is restricted to account owners and Equip administrators and is not linked in the current Account Settings navigation.
Turn on Mood Navigator.
Optionally turn on Enable for Everyone if you want to enable Mood Navigator for all current participants at the same time.
Click Save.
If you turn on Mood Navigator for the account without using Enable for Everyone, you can still enable it participant by participant.
👤 Configure Mood Navigator for a Participant
Open the participant’s profile.
Open Mood Navigator from the participant profile navigation, or click Personalize from the Mood Navigator card on the participant profile.
Review the participant’s mood setup page. This page includes mood personalization, scheduled reminders, alert subscribers, and the Enable Mood Navigator toggle.
🎨 Personalize Moods
Find the mood you want to customize.
Click Personalize.
Update the mood label, background color, image, or message.
Click Save Mood.
Participant-level mood personalization changes how that existing mood appears for that participant. It does not add or remove base moods from the account-level mood set.
🧭 Add Coping Options
Find the mood that should show the coping option.
Click Add Coping Option.
Enter a title.
Choose the option type: text, URL, or phone.
Enter the option content.
Click Add Coping Option.
Participants see these options after they select the related mood in the mobile app. Text options open a detail screen, URL options open a web view, and phone options start a phone call.
⏰ Schedule Reminders
In Scheduled Reminders, click Add Reminder.
Enter a title and message.
Choose the Reminder Time.
Select the days of the week.
Use the Active toggle to turn the reminder on or off.
Click Add Reminder.
Reminders are scheduled only when Mood Navigator is enabled for the participant and the reminder is active.
🔔 Add Alert Subscribers
Alert subscribers are the administrators and team members who are notified when this participant logs a mood. Each subscriber chooses which moods trigger an alert, so one supporter can be alerted only to difficult moods while another follows every mood.
In Alert Subscribers, click Add Subscriber.
Under Subscriber, choose the administrator or team member who should receive alerts. Only active team members of the account are listed, and each person can be added once per participant.
Under Moods, check each mood that should trigger an alert for that subscriber.
Click Save Subscriber.
When the participant logs one of the selected moods in the mobile app, the subscriber gets an in-app notification in Equip on the web and an email. A subscriber receives mood alerts only while they are active in the account and have Mood Alerts turned on under their own Edit Profile & Settings > Notifications. Deactivating a team member removes all of their mood subscriptions.
Use Edit Subscription to change the moods a subscriber is alerted to, or Delete Subscription to stop their alerts.
✅ Enable the Participant
Turn on Enable Mood Navigator.
Click Save.
When Mood Navigator is turned off for a participant, existing reminder notifications for that participant are removed. Turning it back on schedules active reminders again.
💡 Best Practices
Set up coping options before enabling Mood Navigator for a participant so the first mobile experience is useful.
Use reminder schedules that fit the participant’s routine instead of overprompting throughout the day.
Choose alert subscribers based on who should act on the information.
Review the participant’s mood history after setup to confirm the feature is being used as intended.
❓ FAQs
Do I need to enable Mood Navigator at the account level first?
Yes. The account-level feature must be enabled before participant-level setup is available.
What does Enable for Everyone do?
It enables Mood Navigator for all current participants when you save the account feature settings.
Can I enable Mood Navigator for only one participant?
Yes. After the account-level feature is on, use the participant’s Mood Navigator page and turn on Enable Mood Navigator.
Can I remove a coping option?
Yes. Existing coping options can be edited or deleted from the participant’s Mood Navigator setup page.
Can reminders be paused?
Yes. Edit the reminder and turn off Active, or disable Mood Navigator for the participant.
Can I get an email or notification when a participant logs a mood?
Yes. On the participant's Mood Navigator page, under Alert Subscribers, click Add Subscriber, choose yourself or another administrator or team member, check the moods you want to hear about, and click Save Subscriber. When the participant logs one of those moods in the mobile app, you receive an in-app notification in Equip and an email saying which mood they reported, with a link to their profile.
Who can subscribe to mood alerts?
Any active administrator or team member of the account can be added as a subscriber. Administrators, and team members with access to the participant, can add or edit subscribers from the participant's Mood Navigator page. Participants cannot subscribe to another participant's moods.
Can I choose which moods I am alerted to?
Yes. Each subscription lists the account's moods with checkboxes, and you are only notified for the moods you check. Different subscribers can follow different moods for the same participant.
Why didn't I get a mood alert?
Check that you are listed under Alert Subscribers on that participant's Mood Navigator page with the mood checked, and that Mood Alerts is turned on in your own Edit Profile & Settings > Notifications. Alerts go only to subscribers who are active in the account, and only when the participant logs the mood from the mobile app.
Do mood alerts come as push notifications on my phone?
No. Mood alerts are delivered as an in-app notification in Equip on the web and as an email. Scheduled mood reminders are different: those go to the participant as a push notification in the mobile app.
Related Articles
Introduction to the Mood Navigator
Mood Details Report