About SwitchBase

All-in-One Operations & Event Solutions

SwitchBase is the operational platform built for shared spaces.

Anything that needs attention — across every department, every day — gets submitted, routed to the right people, completed the right way, and professionally recorded. One platform that gets used by everyone.

SwitchBase powers elite venue professionals with actionable AI-driven Reports and real-time answers — for everything from Guest Services to EMT, Dispatch to Security, and Custodial to facility Maintenance.

The SwitchBase Mobile App

SwitchBase places a Mobile Command Center at your fingertips — seamlessly integrating our AI-driven Chat, Public Links, QR Codes, and SMS messaging — working alongside your traditional tech.

Learn more in our Mobile App Help Center article

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Your Home + Dashboards

Dashboards are curated collections of Widgets designed to track incidents, dispatch solutions, allocate resources, and deliver filtered Reports.

Acting as your operational nerve center, Dashboards instantly organize and share your organization's growing DataBase of actionable information — much like a central Switchboard once did — ergo, SwitchBase.

Tap your Home button to:
- Select Dashboards from either the Home page tiles or your Navigation panel
- Respond to any Unread Chat Messages
- Link quickly to your most Recently Visited Resources
- Launch Forms immediately by clicking the +Orange button
Segment and filter Dashboard Records with Widgets! For example:
- A. Event Controller → sort Events by Name, Date, and Event Markers
- B. Filters → filter by Status, Department, Description, etc.
- C. Records Table → display Status, Issue, Department, Description, Location, etc.
- D. Charts → track progress with Charts
Use the Toolbar at the top of SwitchBase to your advantage:
- A. Sync Status → see if your Records and Chats are updating quickly
- B. Share Dashboard → share your Dashboard with individuals and Groups
- C. Clear Filters → clear all of your filters with a single click
- D. Date Range → select from All Data or 30, 60, 90, 180, and 365 days
- E. Download Report → turn your Dashboard into a PDF Report
- F. +Orange Create Record → click to start a new Record

How stable is your Web connection?

The Sync Status cloud will give you a Sync Error (!) if your connection is interrupted for any reason

When the connection is restored, your Sync Status will return a comforting ✓ indicating all is well

Filter your Dashboards

Organize and segment your Records with:
- A. Dashboards → ex. Event Command Center, Post Event Report, Lost & Found, Patrol, Work Orders, etc.
- B. Filters → ex. Event, Issue Status, Department, Description, etc.
- C. Records Table → click any Record to open and make updates → ex. change 'Issue Status' to Created > Dispatched > Closed

Check Calendars & Notifications

Keep your eye on what's happening in your venue by consulting a Dashboard Calendar.

During an Event, glance at the action in your Notification Center. Notifications can come from Chat, Inbox, or Record creation.

Click the Notifications tab
React to your Notifications → ex. Open, React & Mark as read
Close the Notification Center with the X or by selecting the Notification tab again

More about notifications

Learn all the details in Quickstart 2. Explore SwitchBase

Share your Dashboards with whoever you wish — and block sharing to those who shouldn't see your Records.

A quick glance at your Dashboard's Share button tells you if your Dashboard is:

Private → Only you can see it!

Shared → Lists the Individuals or Teams you've shared with → ex. 9

Learn more in our Share Dashboards article.

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Create Incident Records with Forms

Records are created with intuitive Forms tailored to your exacting needs.

Click the orange + Create Records icon

Launch Forms by clicking the orange + Create Record icon from anywhere in the platform:
- Atop every Dashboard
- Within your Chats
- Alongside SMS messages
- In the Mobile App
And, where there is context → use the AI Auto-fill from message button to populate your records

Create a Record from the Dashboard

Creating Records is a snap. For example, Ward slipped and spilled his drink, and popcorn, all over the concourse above Section 107.

To create a Record → and track the status of Ward's colossal spill:

Click the +Orange Create Record icon
Pick your Form → ex. Issue

Related & Shortcut Forms

A. Related Forms → Forms related to the active Dashboard appear at the top of the Create Record panel for snappy access → ex. this Dashboard is composed of Event and Issue Records

B. Other Forms → other potential Forms appear below, where they can all be accessed quickly → ex. Found Item, Patrol, Work Order...

C. Shortcuts → To save time on repetitive incidents, Shortcuts can be added.

ex. Guest Services, Report Wet Spill

Complete your Form

Fill in your Form (See Try the Super-Quick Selection Menus below)
To save, click:
- A. Create → Save and leave the Record open to review
- B. Create + → 'Create & Start Another' Record immediately (Recommended)
- C. Cancel → Return without saving a Record

Try the Super-Quick Selection Menus

Check this out

You may have hundreds of Locations and long lists of Issues. To select quickly, simply enter a few letters or numbers →

w for "Wet Spill"

C or cl for "Club Section"

7 for 'Section 107'

s7 also for 'Section 107'

Everything matching the letters and numbers will pop up in the blink of an eye. Simply pick from the list!

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Update & Track Records

To track and alter Records:

Open any Record in your Records Table → by simply clicking on it
In the Edit Record panel, update your record → ex. change the Issue Status to Dispatched
Select X to Close an open Record

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Advance Event Markers

Many venues use Event Markers to switch between the various stages of an Event. These markers allow for granular, post-event analysis.

To advance Event Markers for an active Event:

Click the advance icon in the Event Controller to switch between stages → ex. Set-up > Doors Open > 1st Quarter >...
Tap Continue to confirm → ex. Change to Doors Open
Notice that the Event Marker is ready to progress to the next stage → ex. Change to 1st Quarter

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Save Time with Shortcuts!

Shortcuts are customized, pre-populated templates. With Shortcuts, you can pre-select default Values and hide unnecessary Fields. You'll pick from 2 types of Shortcut Forms:

Event Form Shortcuts
All Other Shortcuts

A. Event Form Shortcuts

Open Event Shortcuts by first clicking Add Event
Pick from the list! Event Shortcuts may include Basketball, Concert, Hockey, or Other

B. All Other Shortcuts

Click the + Orange Create Record icon
Pick your Form → ex. Issue
Choose a Shortcut from the Create Record panel → ex. Wheelchair Request
The Shortcut Form will be partially completed! Finish it and hit Create!

Create all the shortcuts you like!

Learn more from our Shortcuts article

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Delete Records

To delete a Record:

Click the ellipsis (...) at the top of a Record
Click Delete Record
Click the Delete button to confirm the deletion

Why can't I delete Records?

Permission to delete Records is set in your Role designation

If you need to delete, consult with your Supervisor, Manager, or Admin, who may contact SwitchBase about a Role update

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Summarize Records with AI

There are two ways to use the power of AI to enhance your venue and event reporting:

Conversationally with Claude or ChatGPT

Connect SwitchBase directly to AI assistants like Claude or ChatGPT →
- Turn everyday conversations into instant SwitchBase reporting — all without leaving your AI chat window
- Ask questions about your SwitchBase data, log incidents, trigger workflows, and send messages
- Reports are rendered in a PDF format for easy consumption and sharing
- Here's just a clip from a Claude-generated PDF report prepared for the The Ballpark at America First Square
- Visit our Connect AI Assistants article to learn how it's done

From Inside SwitchBase

User the AI tools built directly into SwitchBase: For example:
- Generate intelligent summaries of Events without ever leaving the platform
- Turn Chats into actionable Records
- Quickly respond to SMS or QR code messages

Sample Event Summary

With a single click, the AI reads across an event's records and produces a structured summary — which can then be refined with plain-language instructions — to highlight exactly what matters, like standout moments or key incidents. It's a fast way to turn raw event data into polished, shareable insights.

For example, use AI to generate and refine a summary of an event:

Select an Event from your Event Controller
Click the Open Event icon → to view the full Event Record
Scroll down and find your 'Summary' Field → and click its AI icon
Blink as your event's Records are summarized → then click the Refine bar if you need to edit the AI summary
Improve your summary by adding or excluding information → ex. "Focus the top of the summary on Magic Moments." → then click Refine again

Learn a lot More about AI summaries

Visit our Resource Center article, 4. Filter Dashboards & Reports, to learn all the details!

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Download PDF Reports

To filter and create a PDF Report:

Select a Dashboard
Filter your Report:
- A. Filter Events in the Event Controller
- B. Apply optional Filters → ex. Spill, Dispatched, Custodial
Click the Print / Download button
Include or Exclude the Dashboard's Title → by checking or unchecking the box
Select either Portrait or Landscape
Click Download

Share, print, or post your PDF reports

See Filter & Publish PDF Reports to learn more

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Use SwitchBase Chat

Communicate instantly with your teams and individual members with SwitchBase Chat.

Built into both Mobile and Web, event and venue communications have never been easier.

Learn to use Chat with SwitchBase Web in our Resource Center.

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Try SwitchBase SMS

SwitchBase SMS provides a fully managed, compliant, and scalable SMS system. Let our team handle the technical setup, number acquisition, and opt-out.

Manage your inbound messages through a shared Inbox with Quick Replies, thread filtering, and AI-assisted functionality — which instantly converts threads into incident Records in your Dashboards for immediate action.