Saved views let you filter any major list once and reopen the same combination later with a click. Set the filters you want on a page, name and save the combination, star one as your default so it loads automatically the next time you land on that page, and reopen any saved view from the bookmark icon in the top navigation.
Getting started
Two entry points give you saved views:
| Entry point | Where | What it does |
|---|---|---|
| Views chip on the page's filter bar | Every supported list has a Views chip on the left of the filter bar with a bookmark icon | Opens a small menu of that page's saved views. Save a new view, apply a saved one, star one as default, delete one, or click Manage views to open the global drawer |
| Bookmark icon in the top navigation | Every page, top right of the navbar | Opens the global Saved views drawer with your views for every page grouped by page name |
Both entry points hit the same saved views. What you save on the filter bar shows up in the drawer, and vice versa.
How it works
Each list stores its own set of saved views. A view captures the applied filter values for that page, not the visible-column configuration or the URL query. When you open a view, the page applies those filters and refreshes the results.
Each page also has a default view. Starring a saved view sets it as the default for that page. The next time you land on the page (fresh visit, new tab, or after a refresh), the default view is applied automatically. Starring a view doesn't re-apply it on the spot; the current page keeps whatever you have applied until the next fresh visit.
The drawer groups saved views by page in the sidebar order (Bookings, Purchases, Games, Surveys, Mail, Customers, Waivers, Settings), and always floats the page you're currently on to the top so your local views are one click away.
Where saved views work
Saved views are available on every major list in the platform. The bookmark drawer shows sections for the pages below (each section only appears when you have at least one saved view for it).
| Section | Page | Route |
|---|---|---|
| Bookings list | Bookings list view | /bookings/list |
| Bookings calendar | Bookings calendar view | /bookings/calendar |
| Event calendar | Event calendar | /bookings/event-calendar |
| Kanban board | Bookings kanban board | /bookings/kanban |
| Booking tickets | Booking tickets | /bookings/tickets |
| Transactions | Transactions | /purchases/transactions |
| Payments | Payments | /purchases/payments |
| Gift cards | Gift cards | /purchases/gift-cards |
| Inventory | Inventory | /purchases/inventory |
| Promo codes | Promo codes | /purchases/promos |
| Event tracker | Event tracker (session picker) | /games/tracker/select |
| Event history | Event history | /games/history |
| Checklist history | Checklist history | /checklists/history |
| Advanced emails | Advanced email templates | /mail/custom/landing |
| Campaigns | Mass email campaigns | /mail/campaigns |
| Customers | Customers | /customers/all |
| Waivers | Waivers | /waivers |
| Custom fields | Custom fields library | /settings/custom-fields |
| Event logs | Event logs | /settings/logs |
| Roadmap | Product roadmap (including the Changelog tab) | /roadmap |
Two pages carry saved views on the page itself but are intentionally kept out of the global bookmark drawer, because they only make sense inside a specific parent record:
| Page | Why it's on-page only |
|---|---|
| Survey history | Each set of views belongs to one survey. The drawer would need a survey to open it against |
| Project management tickets | Each set of views belongs to one project. Views are saved per project on the page itself |
Step-by-step guide
Save a view
- Open any supported list.
- Set the filters you want with the filter bar (dropdowns, text search, date ranges, and any quick-action chips).
- Click the Views chip on the left of the filter bar.
- In the Save current as... input, type a name for the view (up to 100 characters).
- Click Save.
- The new view appears in the menu, and the Views chip label flips to the name of the view you just saved.
Apply a saved view
From the filter bar (same page):
- Click the Views chip.
- Click the name of the view you want to apply.
- Filters update and the list refreshes.
From anywhere else in the app:
- Click the bookmark icon in the top navigation.
- Expand the section for the page you want (or use the section that's floated to the top if you're already on that page).
- Click the view.
- The app navigates to that page and applies the view.
Star a view as default
- Open the Views menu on the filter bar or the bookmark drawer.
- Click the star icon on the view you want. The star fills in and the button title changes from Set as default to Default view.
- Click the star again to unstar (removes the default; the page has no default view until you star another one).
The default view loads on your next fresh visit to that page. It does not re-apply on the current page.
Rename a view
Renaming is available in the bookmark drawer:
- Open the drawer.
- On the row you want to rename, click the pencil icon.
- Type a new name (up to 100 characters) and press Enter, or click the check icon.
- Click the X icon or press Esc to cancel.
Delete a view
From the filter bar's Views menu, click the trash icon on the row. From the drawer, click the trash icon on the row and confirm the Delete view? prompt.
Deletion is permanent. Views can't be recovered.
Reset to "no view applied"
Applying a saved view sets the Views chip label to the view's name. To go back to a plain filter combination that isn't tied to a saved view, clear the filters (or change them so they don't match any saved view) and the chip label reverts to Views.
Reference
Views chip on the filter bar
| Element | Notes |
|---|---|
| Views chip | Bookmark icon plus label. Label shows Views when no saved view is applied, or the applied view's name when one is |
| View row | Name (click to apply), star (Set as default / Default view), and trash (Delete view) |
| Save current as... | Input plus Save button. Save is disabled while the name is empty or the save is in progress |
| No saved views yet | Shown in the menu when no views exist for the page |
| Manage views | Bottom-of-menu button that opens the global saved views drawer |
Saved views drawer
| Element | Notes |
|---|---|
| Title | Saved views |
| Empty state | Bookmark icon plus "No saved views yet" plus "Filter a list the way you like, then open the views menu on that page's filter bar and save it. Your saved views show up here." |
| Section | One per page that has at least one saved view. Section titles match the page labels in the Where saved views work table |
| Section order | Current page floats to the top, then everything else in sidebar order |
| Row main area | View name (click to open the view on its page) plus a short summary of the filters it holds |
| Row actions | Star (Set as default / Default view), pencil (Rename), trash (Delete) |
| Delete confirm | Delete view? prompt with Delete and Cancel buttons |
Good to know
- Saved views store filter values, not columns. They capture the filters you applied, not which columns are showing or how they're ordered.
- The default view only loads on a fresh visit. Starring a view sets the default for next time; it doesn't re-apply on the page you're on right now. This keeps starring from clobbering the filters you're actively working with.
- The bookmark drawer only shows sections you have views for. An empty drawer means no saved views anywhere. A section only appears once you save at least one view for that page.
- Views are per-user, not shared. Each staff account has their own saved views; teammates don't see each other's.
- The Views chip label tells you which view is applied. When it reads Views, no saved view is active. When it shows a view name, that view's filters are in effect.
- Saved bookings views now open to the correct page. Clicking a bookings-list, bookings-calendar, event-calendar, or kanban view from the bookmark drawer takes you to that specific view of bookings, even if you have a different default bookings view configured under Settings > Users. Your default bookings view still governs normal navigation.
- Starring in the drawer is instant. The star updates in place without reloading the drawer or collapsing your open sections.
- Survey history and project tickets are page-only on purpose. They need a specific survey or project to open against, so they don't belong in a global list. The saved views chip still works on those pages.
- Some dropdown filters may take a moment to visually populate. On pages where filter options load together with the data (parts of the roadmap and project tickets pages), a saved view's dropdown selections may not appear in the UI until the first results come back. The filter still applies to the fetch; only the displayed selection is delayed.
FAQ
Q: I saved a view but my default bookings view keeps loading. What's going on?
A: Starring a view only changes what loads on your next fresh visit. The current page keeps whatever filters you already have applied. Open the view from the Views chip (or from the bookmark drawer) to apply it right now, or leave the page and come back.
Q: Can I share a saved view with a teammate?
A: Not directly. Saved views are per-user today. As a workaround, you can share the current URL if the page keeps its filters in the URL; your teammate can then save that filter combination as their own view.
Q: Where do I rename a saved view?
A: In the global bookmark drawer. Click the bookmark icon in the top navigation, find the view, and click the pencil icon on that row. Rename isn't in the smaller Views chip menu on the filter bar.
Q: Why doesn't the survey history or a project's tickets page show up in the bookmark drawer?
A: Both are per-parent pages: survey history needs a specific survey, and project tickets need a specific project. Saved views still work on the page itself; just save and reopen from the filter bar's Views chip while you're inside the survey or project.
Q: I opened a saved view and the dropdown looks empty even though the results are filtered. Is the view broken?
A: No. On a few pages the filter options load together with the data, so the dropdown briefly shows nothing selected until the first results come back. The filter is applied to the fetch; the selection displays a moment later.
Q: What's the difference between the Views chip and the bookmark icon in the navigation?
A: The Views chip is the page's local menu: quick save, apply, star, delete for the page you're on. The bookmark icon opens the global drawer with your views for every page, grouped by page. Both act on the same underlying views; you can't have "chip-only" or "drawer-only" views.
Q: Do saved views survive a browser refresh or new device?
A: Yes. They're saved to your account on the server, not to browser storage. Refresh, sign in on another device, or use a different browser and you'll see the same views.