Events — Overview

SwiftFox Events is the single place to create, publish, sell, invite, and track events. It brings together Forms, Email, Text messages, Finance, Tasks, Contacts, and Lists into one workflow so you can run an event end to end without leaving the platform. Open it from the Events tab in the left-hand menu.

The Events landing page

The Events landing page shows a table of all historical and upcoming events. Each row represents one event, and the default columns are:

• Event Name — the event name.
• Event Start — when the event begins.
• Event End — when the event finishes.
• Created — when the event was created in SwiftFox.
• Description — the event description (also used on the portal/website).
• Location — the venue or online location.
• Tags — any event tags applied to the event.

Searching and filtering

Use the controls above the table to find events quickly. Export sits alongside them — see below.

• Search bar — search by event name.
• Filters — narrow the list by custom fields, authors, created date, start date, end date, and name.
• Circle selector — if your account uses Circles, scope the list to a specific circle using the selector at the top right.

Export writes the table to a CSV file. It contains the columns currently shown, in the order you have arranged them, for the rows your search, filters and circle selection have narrowed to, in the sort order applied — so the file matches what you are looking at. Hidden columns are left out, and any event custom fields or RSVP options you have added as columns come through under their own names. See Saved views on the Emails, Forms and Events tables (Document ID: 431) for the detail.

Calendar view

A Table / Calendar toggle at the top right of the screen switches your events into a calendar layout instead of a table. Use it to see how events fall across days, weeks, and months at a glance.

Working with an event

1. Click Create event to start a new event. It opens on its Details section — see Creating an event (Document ID: 192).
2. Click an event's name in the table to open it.
3. Use the ⋮ menu at the end of an event row to View, Clone or Delete the event. Cloning is covered in Publishing to website/portal & cloning events (Document ID: 199).

Finding your way around an event

What changed in October 2026. Events used to be built in a step-by-step wizard. Each event now has sections you can open in any order, and several were renamed or moved:

• Invite List is now Audience.
• The Bookings tab inside the Invite List is now its own Bookings section, headed Bookings & tickets.
• The Tickets step is now Ticket types.
• The RSVP Page step is now RSVP.
• The Email/SMS step is now two sections, Emails and Text messages. (The second was briefly labelled Texts.)
• Overview → Publish is now its own Publishing section. Overview keeps Details, Tasks and Comments.
• The Guest Access step is now Guest access, straight after RSVP.
• There is no Next button. Select any section to open it, and Save and close to finish.

Each event is organised into sections, listed in a bar across the top of the event. Select any section to open it — you can move between them in any order, and nothing has to be finished before you move on. Save and close at the top right saves the event and takes you back to the Events landing page.

Which sections an event has depends on the options turned on under Details → Settings. Turning an option on adds its sections to the bar straight away.

On a narrower window

When there isn't room for every section, related sections are grouped under a menu. Select the menu to see the sections inside it:

• Setup — Sessions, Ticket types, RSVP and Guest access
• Attendance — Audience and Bookings
• Comms — Emails, Text messages and Publishing

The menus only exist to fit the bar on screen. They don't open a screen of their own, and which ones you see depends on how wide your window is and on how many sections the event has — some sections group under a menu before others do, and a wide enough window shows every section side by side. A menu only appears when it holds more than one section, so on an event without tickets Audience sits in the bar on its own. On a very narrow window, such as a phone, the whole bar becomes a single menu named after the section you're in.

The guides refer to each section by its name. If you can't see the one a guide mentions, look inside the menus — or check that the option it depends on is turned on under Details → Settings.

What connects to Events

Because Events sits across the whole platform, actions you take here surface in other modules:

• RSVP pages are built and stored as Forms (marked with a party icon on the Forms page).
• Event emails appear on the Emails page (also marked with a party icon).
• Ticket purchases create Receipts on the contact's Finance tab.
• Event-linked Tasks appear both in the event and in global Tasks.
• Attendance and RSVP history appear on Contact and Organisation Insights.

Saved views on the Events table

Above the Events table is a row of view tabs. Each is a saved view that remembers its own filters, sort order and hidden columns — for example Events this month and Upcoming events alongside the Default view. Switching tabs switches what the table shows.

Saved views are shared across your organisation — everyone sees them, and anyone with the Manage Saved Views permission can change them.

For the full detail — creating a view, saving changes, renaming, duplicating and deleting, and the permission that controls it — see Saved views on the Emails, Forms and Events tables (Document ID: 431).