Frequently Asked Questions

Pathly is a modern platform built to help the senior living industry coordinate placements, tours, and growth more efficiently. Pathly offers two distinct products: the Pathly Care Navigation App and Pathly CRM.

Pathly offers the Pathly Care Navigation App for placement coordination and Pathly CRM for sales, marketing, and growth automation.

Yes. The Pathly Care Navigation App is free to use. Users can upgrade for unlimited access if they love the app and want expanded usage.

The free version allows placement agents to schedule up to three community tours for up to three different clients. Users may upgrade for unlimited tours and clients.

Pathly is built for placement agents, senior living communities, case managers, social workers, and families assisting with placement decisions.

The Pathly Care Navigation App is a free tool designed to help users match seniors to appropriate communities and coordinate tours efficiently.

No. The Care Navigation App complements your CRM by handling placement coordination and tour scheduling.

Yes. The Care Navigation App can be used independently of Pathly CRM.

Placement agents, communities, case managers, social workers, and families can all benefit from the Care Navigation App.

No. Pathly focuses on best-fit matching based on needs and capabilities, not favoritism or paid placement.

Only name, phone number, email, and optional notes are shared—and only if the user chooses to share them.

Yes. Users can opt out of sharing personal contact information when booking a tour.

Yes. Communities confirm tours and may reschedule or cancel when necessary.

Pathly integrates with work calendars so out-of-office time automatically updates availability.

Users can reschedule or cancel tours easily using an in-app button.

Yes. Email notifications are sent to both parties, and communities confirm tours in the app.

Yes. Communities can add multiple users and connect individual calendars.

Yes. The Care Navigation App is HIPAA-conscious by design and does not collect or store protected health information.

Limiting shared data protects privacy, reduces risk, and ensures safe use across organizations.

Care details can be securely managed and shared using Pathly CRM.

Users and organizations retain ownership of the data they enter.

Data is securely stored within the Pathly platform using industry-standard security practices.

Only authorized users involved in a placement or tour have access.

No. Pathly does not sell user data or share it for advertising purposes.

Yes. Users can delete their account at any time under the Account tab.

Nothing happens automatically. You may stop using Pathly at any time.

Pathly CRM is a best-in-class system focused on sales, marketing, automation, and lead follow-up for senior living organizations.

Pathly CRM helps teams grow by improving follow-up, marketing effectiveness, and lead management.

Yes. Pathly CRM is HIPAA compliant and designed to securely manage sensitive information.

Yes. Pathly CRM can replace many traditional CRMs at a fraction of the cost.

Yes. Pathly CRM can consolidate tools like e-signatures, email marketing, scheduling, and task management.

Yes. Pathly CRM supports integrations with many commonly used systems.

Yes. Data can be imported using CSV files.

No. The Care Navigation App can be used independently.

No. Pathly does not require any long-term commitment. You can use the free plan, upgrade, downgrade, or cancel at any time.

Communities use prepaid tour credits. A credit is used only when a tour is successfully scheduled and confirmed. Credits never expire and can be purchased anytime.

Placement users can choose from monthly plans based on their volume and team size. These plans provide access to tools for managing tours, communities, and clients.

No. Pathly is free for individuals and families searching for senior living.

Tour credits are used only after a tour is confirmed. You are never charged for unanswered requests or incomplete bookings.

The community remains visible but cannot confirm new tours until additional credits are added.

No. Purchased tour credits never expire.

Yes. You can upgrade, downgrade, or purchase additional credits at any time from your account dashboard.

No. Communities are matched based on care needs, availability, and preferences. Pathly does not sell placement or ranking priority.

If a confirmed tour is canceled according to Pathly's guidelines, the credit will be returned to the community's account.

Yes. Pathly is built to support both.

Yes. Pathly is launching in Colorado with national expansion in mind.

Pathly is continuously improved based on user feedback.

Yes. Pathly is purpose-built for the senior living industry.

Features are prioritized based on direct user feedback.