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Contacts & Guests

Guest List Views

Create custom filtered views for guest management. Organize RSVPs, track attendance, and share secure lists for private equity and member events.

You can create custom views of your guest list with specific filters and custom columns to match your workflow.

Sections help you organize guests into groups within your guest list. Use them to separate VIPs, board members, or any other categories that matter for your event.

  1. Open your guest list

    Navigate to the guest list from your event dashboard.

  2. Add the section

    Click + Add Section and give your section a name.

  1. Select guests

    Check the boxes next to the guest names you want to move.

  2. Move to section

    From the green menu, select Move to Section and choose your desired section.

Tabs let you create different views of your guest list with specific filters, columns, and sections. This is useful when different team members need to see different information.

  1. Start from your guest list

    Navigate to the guest list in your event.

  2. Create the tab

    Click the + next to “main” and choose Add New or Add from Templates.

  3. Configure your view

    Name your tab and add the filters and sections you need.

  1. Access tab options

    Click the dropdown arrow next to the tab you want to duplicate.

  2. Duplicate and customize

    Select Duplicate Tab, name it, and choose whether to include columns, sections, filters, and sorting.

  3. Create the tab

    Click Create Tab to finish.

  1. Open tab options

    Click the dropdown arrow next to the tab you want to rename.

  2. Save new name

    Click Rename, enter the new name, and click Save.

Filters help you see specific groups of guests based on their RSVP status, dietary restrictions, or any other criteria you’ve collected.

  1. Open filters

    From your guest list or tab, click Filter.

  2. Set your criteria

    Select the field you want to filter by and choose your filter requirements.

Add columns to see more information about your guests, or create custom fields to track details specific to your event.

  1. Access columns

    From your guest list or tab, click Column.

  2. Choose your column

    Select the column you want from the available options.

  1. Start creating

    From your guest list or tab, click Column then Create New.

  2. Configure the field

    Choose the field type (text, number, single select, multi-select, user, date, time, or date & time).

  3. Name and save

    Enter a name for your column and fill in any required settings.

Demonstration of customizing guest list views

View only links let you share specific parts of your guest list with caterers, vendors, or team members without giving them access to edit anything. The information updates in real-time as you make changes.

  1. Create your custom view

    Start from your guest list and create a tab with the exact filters, columns, and sections you want to share.

  2. Get the link

    Click the dropdown arrow on your tab and select Get View Only Link.

  3. Enable and share

    Turn on the view only link for the tab, copy the link, and send it to whoever needs access.

For example, if you’re sending dietary restrictions to a caterer, duplicate your accepted tab, remove the email column for privacy, and add a dietary restrictions column. This gives them exactly what they need without exposing sensitive information.

Creating and sharing view-only links

How do I generate RSVP links?

Add the RSVP Link column to your table, select the guests you need links for, and choose “Generate RSVP Link” from the green menu.

Can I update guest responses myself?

Yes, click on their RSVP status and change it to the response you want. Learn more in Tracking RSVPs.

How do I see survey responses?

Add your survey questions as columns in the guest table. Learn more about surveys in Registration Forms.

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