# Pipeline Solutions Help Center

> Help center for Pipeline Solutions

## Pipeline Best Practices

- [1. How to Turn Insights Into Action \(Pipeline Philosophy\)](https://help.pipeline-solutions.co/en/articles/13359644-1-how-to-turn-insights-into-action-pipeline-philosophy.md): The core idea behind Pipeline.
- [2. The Pipeline Operating Rhythm](https://help.pipeline-solutions.co/en/articles/13359679-2-the-pipeline-operating-rhythm.md): A Visual Execution Calendar for High-Performing Studios
- [3. Daily Studio Manager Rhythm](https://help.pipeline-solutions.co/en/articles/13359608-3-daily-studio-manager-rhythm.md): A daily execution rhythm that ensures nothing falls through the cracks.
- [4. The Daily Owner Check-In \(10-15 Minutes\)](https://help.pipeline-solutions.co/en/articles/13359582-4-the-daily-owner-check-in-10-15-minutes.md): A short daily review designed to help studio owners spot issues early without getting pulled into day-to-day execution. This is not about fixing problems — it’s about seeing clearly.
- [5. Weekly Manager Accountability Rhythm](https://help.pipeline-solutions.co/en/articles/13359621-5-weekly-manager-accountability-rhythm.md): A weekly cadence that keeps execution tight without micromanagement.
- [6. Weekly Owner Review \(30 Minutes\)](https://help.pipeline-solutions.co/en/articles/13359601-6-weekly-owner-review-30-minutes.md): A structured weekly review that turns activity into better decisions, not more noise.
- [7. Lead Follow-Up Best Practices](https://help.pipeline-solutions.co/en/articles/13359631-7-lead-follow-up-best-practices.md): A simple, human follow-up system that keeps leads warm without feeling pushy.
- [8. Lead Conversion Best Practices](https://help.pipeline-solutions.co/en/articles/13359625-8-lead-conversion-best-practices.md): A practical framework for turning interest into booked visits without over-automation.
- [9. Member Retention & Win-Back Playbook](https://help.pipeline-solutions.co/en/articles/13359638-9-member-retention-win-back-playbook.md): A proactive approach to keeping members longer without discounting your way out of churn.
- [10. New Member \(First 90 Days\) Playbook](https://help.pipeline-solutions.co/en/articles/13359633-10-new-member-first-90-days-playbook.md): A focused approach to protecting the most fragile part of your revenue: new members.
- [11. Using Tasks to Drive Team Accountability](https://help.pipeline-solutions.co/en/articles/13359641-11-using-tasks-to-drive-team-accountability.md): A way to turn expectations into execution without constant reminders.

## Sync

- [Snippets](https://help.pipeline-solutions.co/en/articles/12657989-snippets.md): Re-use your most frequent messages at the click of a button
- [How to Complete Bulk Actions in Pipeline and Pipeline CRM](https://help.pipeline-solutions.co/en/articles/13360791-how-to-complete-bulk-actions-in-pipeline-and-pipeline-crm.md): Sending SMS and Email campaigns
- [What is Pipeline CRM & How to Access It](https://help.pipeline-solutions.co/en/articles/14311127-what-is-pipeline-crm-how-to-access-it.md): Available for Pipeline Sync users
- [Adding a Verified Email in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311265-adding-a-verified-email-in-pipeline-crm.md): A verified email allows you to improve email deliverability and trust.
- [Adding a Reply-To Email in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311303-adding-a-reply-to-email-in-pipeline-crm.md): The Reply-To email is where responses from your campaigns are sent if a member or lead replies to an email.
- [Editing Automated Messages in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311326-editing-automated-messages-in-pipeline-crm.md): Automated messages are used in your workflows — texts or emails are sent automatically based on actions.
- [Adding Links to SMS Messages in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311358-adding-links-to-sms-messages-in-pipeline-crm.md): Allows you to include booking links or offers in SMS messages.
- [Editing Your Welcome Email in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311396-editing-your-welcome-email-in-pipeline-crm.md): Your welcome email is often the first touchpoint with a new lead or member.
- [Leads Not Flowing into Leads View -\> New Lead \(Form Mapping\)](https://help.pipeline-solutions.co/en/articles/14311419-leads-not-flowing-into-leads-view-new-lead-form-mapping.md): If leads aren’t appearing in the Leads view in Pipeline, it’s usually due to form mapping issues in Pipeline CRM.
- [Adding your studio staff to Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311464-adding-your-studio-staff-to-pipeline-crm.md): Add studio staff team members who need access to Pipeline CRM.
- [Setting Up Call Forwarding in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311484-setting-up-call-forwarding-in-pipeline-crm.md): This controls when your team can receive calls and where calls are routed.
- [Creating an Active Member Smart List in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311523-creating-an-active-member-smart-list-in-pipeline-crm.md): A Smart List automatically updates to show all active members.
- [Creating an Active Class Packs Smart List](https://help.pipeline-solutions.co/en/articles/14311797-creating-an-active-class-packs-smart-list.md): A Smart List that automatically updates to show all active Class Pack members.
- [Creating an Email Campaign in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311575-creating-an-email-campaign-in-pipeline-crm.md): Create and send targeted emails to your leads or members using Smart Lists to ensure the right message reaches the right audience at the right time.
- [Editing the Sending Window \(Welcome Text & Email\) in Pipeline CRM](https://help.pipeline-solutions.co/en/articles/14311986-editing-the-sending-window-welcome-text-email-in-pipeline-crm.md): Controls when automated messages are sent.
- [Understanding the Leads View in Pipeline](https://help.pipeline-solutions.co/en/articles/14442002-understanding-the-leads-view-in-pipeline.md): The Leads View is your studio’s lead management system — where every new inquiry is tracked, followed up with, and moved toward becoming a member.
- [Setup](https://help.pipeline-solutions.co/en/articles/12683925-setup.md): Common questions around porting your number to Sync
- [Features](https://help.pipeline-solutions.co/en/articles/12683979-features.md): Questions about tasks, texting photos, calls etc
- [Automation](https://help.pipeline-solutions.co/en/articles/12683989-automation.md): We've got some cool automations. You've got questions.
- [Pricing](https://help.pipeline-solutions.co/en/articles/12683999-pricing.md): Common questions about pricing

## Onboarding

- [Adding Team Members to Your Studio](https://help.pipeline-solutions.co/en/articles/9503835-adding-team-members-to-your-studio.md): Define user roles and add team members to your studio portal.
- [Adding Class Pass Affiliate Revenue](https://help.pipeline-solutions.co/en/articles/9503967-adding-class-pass-affiliate-revenue.md): Set Class Pass revenue generate per visit to be able to view it in the dashboard.
- [Metrics Reference Guide](https://help.pipeline-solutions.co/en/articles/9971150-metrics-reference-guide.md): Definitions of all of our metrics in one place
- [Understanding Benchmarking Tooltips in Pipeline Solutions](https://help.pipeline-solutions.co/en/articles/10514203-understanding-benchmarking-tooltips-in-pipeline-solutions.md): What Are Benchmarking Tooltips?
- [Client Labels](https://help.pipeline-solutions.co/en/articles/10526191-client-labels.md): Organize and Track Client Details with Ease

## Automations

- [Getting Started with the Late Cancel Automation](https://help.pipeline-solutions.co/en/articles/8129972-getting-started-with-the-late-cancel-automation.md): A walkthrough of how to setup your Late Cancel Automation
- [Getting Started with the Booking Management Automation](https://help.pipeline-solutions.co/en/articles/8130009-getting-started-with-the-booking-management-automation.md): A walkthrough of how to setup your Booking Management Automation

## Daily Performance Report

- [Getting Started with the Daily Performance Report](https://help.pipeline-solutions.co/en/articles/8130013-getting-started-with-the-daily-performance-report.md): An in-depth look at the Daily Performance Report

## Growth Library

- [The Outreach Toolkit: 85 Personalized Texts to Drive Member Growth and Retention](https://help.pipeline-solutions.co/en/articles/9961086-the-outreach-toolkit-85-personalized-texts-to-drive-member-growth-and-retention.md): A companion to the Pipeline Solutions Opportunities View

## Class Scheduler

- [Upper-Lower Split Scheduling Walkthrough](https://help.pipeline-solutions.co/en/articles/10077449-upper-lower-split-scheduling-walkthrough.md)
- [How to Schedule One Day or One Week Using the Class Scheduler](https://help.pipeline-solutions.co/en/articles/10348405-how-to-schedule-one-day-or-one-week-using-the-class-scheduler.md): Adapting the bulk Class Scheduler for specific use cases.
- [Troubleshooting: “No Mindbody Token” Error in the Scheduler](https://help.pipeline-solutions.co/en/articles/10514338-troubleshooting-no-mindbody-token-error-in-the-scheduler.md)

## Integrations

- [How to Set Up Twilio Integration in Pipeline Solutions](https://help.pipeline-solutions.co/en/articles/10619502-how-to-set-up-twilio-integration-in-pipeline-solutions.md): Getting started with the Twilio integration