Pipelines help you manage your booking flow by organizing stages (like Inquiry, Prospect, Definite). 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
Go to Settings > Organization
Select Pipelines
Choose the Pipeline you want to edit
Click on a Pipeline Stage to rename it
Update the Pipeline Name if needed
Click Save
🔐 Permissions:
Only Admin users can modify Pipelines and Pipeline Stages
How To Reorder Pipeline Stages
Navigate to Settings > Organization > Pipelines
Choose the Pipeline
Drag and drop the stages into your desired order
Changes save automatically
How To Delete a Pipeline Stage
Go to Settings > Organization > Pipelines
Select the Pipeline
Click on the stage you want to delete
Click Delete Stage
Reassign any existing Bookings to a new Stage
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
Go to Settings > Organization > Pipelines
Choose your preferred Pipeline from the drop-down
Click Make Pipeline Default
📌 Pipelines appear in the order they were added; this cannot be rearranged.
How To Set a Pipeline & Stage for Intake Form Bookings
Go to Settings > Tools > Intake Forms
Hover over the form you'd like to edit, then click Edit
Select the Submit Settings tab
Choose the desired Pipeline and Stage
Click Save
This ensures new Bookings land in the right spot in your workflow.