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Managing Pipelines & Stages in Event Temple

Learn how to edit, reorder, delete, and set default pipelines, and update Intake Forms to feed into the right pipeline stage.

Updated this week

Pipelines help you manage your booking flow by organizing stages (like Inquiry, Prospect, Definite). A pipeline in Event Temple is a progression bar that visually represents the stages of a booking process. These stages help users monitor the progress of bookings, from initial inquiry to completed events. This article covers how to:

  • Edit Pipeline names and stages

  • Reorder Pipeline stages

  • Set a default Pipeline

  • Delete a stage and reassign bookings

  • Configure Intake Forms to feed into the correct Pipeline/Stage


How To Edit Pipelines & Pipeline Stages

  1. Go to Settings > Organization

  2. Select Pipelines

  3. Choose the Pipeline you want to edit

  4. Click on a Pipeline Stage to rename it

  5. Update the Pipeline Name if needed

  6. Click Save

πŸ” Permissions:

Only Admin users can modify Pipelines and Pipeline Stages


How To Reorder Pipeline Stages

  1. Navigate to Settings > Organization > Pipelines

  2. Choose the Pipeline

  3. Drag and drop the stages into your desired order

  4. Changes save automatically


How To Delete a Pipeline Stage

  1. Go to Settings > Organization > Pipelines

  2. Select the Pipeline

  3. Click on the stage you want to delete

  4. Click Delete Stage

  5. Reassign any existing Bookings to a new Stage

  6. Confirm deletion

⚠️ This action is permanent and cannot be undone. If needed, you can recreate the stage and move bookings manually.


How To Set a Default Pipeline

  1. Go to Settings > Organization > Pipelines

  2. Choose your preferred Pipeline from the drop-down

  3. Click Make Pipeline Default

πŸ“Œ Pipelines appear in the order they were added; this cannot be rearranged.


How To Set a Pipeline & Stage for Intake Form Bookings

  1. Go to Settings > Tools > Intake Forms

  2. Hover over the form you'd like to edit, then click Edit

  3. Select the Submit Settings tab

  4. Choose the desired Pipeline and Stage

  5. Click Save

This ensures new Bookings land in the right spot in your workflow.

Managing Pipelines for Bookings

How To Batch Edit Pipelines for Multiple Bookings

To update the pipeline for multiple bookings simultaneously, follow these steps:

  1. Navigate to the Bookings screen in Event Temple.

  2. Select the bookings you want to update.

  3. Apply the new pipeline to these selections and set them to the appropriate stages. This method lets you quickly standardize settings across several bookings at once, saving time and ensuring consistency in your processes.

How To Edit Pipelines for Individual Bookings

For individual bookings, you can edit the pipeline by accessing the detail view of the specific booking:

  1. Open the desired booking.

  2. Click on the text beneath the pipeline progression bar to modify the pipeline or update its stages. This approach is ideal when attention to detail is required for individual bookings.

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