Account Settings
Managing Event SettingsLearn how to manage Event Settings in Equip, including auto-enabling calendar sync.
Managing Settings for Mobile App UsersLearn how to manage privacy settings for mobile users in Equip, including options to hide phone numbers from the in-app directory.
Managing Mood Navigator SettingsLearn how to customize default Mood Navigator settings in Equip, including enabling alerts—while keeping participant-level control separate.
Managing Notification SettingsLearn how to manage default notification settings in Equip, including enabling alerts, across your organization.
Managing Permission SettingsLearn how to manage permission settings in Equip, including access controls and report visibility across your organization.
Scheduling AvailabilitySet weekly availability to improve scheduling. Customize time blocks, view team hours on the calendar, and manage from web or mobile.
Introduction to CategoriesLearn how to use Categories to organize goals, events, and documents without folders—making it easy to search, filter, and stay on track.
Creating CategoriesLearn how to create and manage Categories in Equip to label and organize everything from goals to documents—no folders required.
Deleting CategoriesLearn how to delete categories in Equip to keep your workspace clean and remove outdated or unused labels.
Editing CategoriesLearn how to edit categories in Equip to rename or recolor them across your workspace without losing existing connections.
Filtering by CategoryLearn how to filter by category in Equip to quickly find goals, documents, or events and stay organized without using folders.