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
Section titled “Sections”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.
Creating a new Section
Section titled “Creating a new Section”-
Open your guest list
Navigate to the guest list from your event dashboard.
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Add the section
Click + Add Section and give your section a name.
Adding Guests to a Section
Section titled “Adding Guests to a Section”-
Select guests
Check the boxes next to the guest names you want to move.
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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.
Creating a new tab
Section titled “Creating a new tab”-
Start from your guest list
Navigate to the guest list in your event.
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Create the tab
Click the + next to “main” and choose Add New or Add from Templates.
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Configure your view
Name your tab and add the filters and sections you need.
Duplicating a Tab
Section titled “Duplicating a Tab”-
Access tab options
Click the dropdown arrow next to the tab you want to duplicate.
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Duplicate and customize
Select Duplicate Tab, name it, and choose whether to include columns, sections, filters, and sorting.
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Create the tab
Click Create Tab to finish.
Rename Tabs
Section titled “Rename Tabs”-
Open tab options
Click the dropdown arrow next to the tab you want to rename.
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Save new name
Click Rename, enter the new name, and click Save.
Filters
Section titled “Filters”Filters help you see specific groups of guests based on their RSVP status, dietary restrictions, or any other criteria you’ve collected.
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Open filters
From your guest list or tab, click Filter.
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Set your criteria
Select the field you want to filter by and choose your filter requirements.
Columns & Custom Fields
Section titled “Columns & Custom Fields”Add columns to see more information about your guests, or create custom fields to track details specific to your event.
Add a Column
Section titled “Add a Column”-
Access columns
From your guest list or tab, click Column.
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Choose your column
Select the column you want from the available options.
Create a new Column/Field
Section titled “Create a new Column/Field”-
Start creating
From your guest list or tab, click Column then Create New.
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Configure the field
Choose the field type (text, number, single select, multi-select, user, date, time, or date & time).
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Name and save
Enter a name for your column and fill in any required settings.
How to Video
Section titled “How to Video”View Only Links
Section titled “View Only Links”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.
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Create your custom view
Start from your guest list and create a tab with the exact filters, columns, and sections you want to share.
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Get the link
Click the dropdown arrow on your tab and select Get View Only Link.
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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.
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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