Customers

A customer is whoever books you: a person or a company. Keep contact details, gig history, linked venues, and connected-system links in one directory, and invite clients to your client portal from here.

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Open the customer directory

1. In the sidebar, open Business → Customers (Team plan).
2. Search or filter to find a client.
3. Select a customer to open their detail page.

Owners and admins manage customer records.

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The customer detail page

Each customer’s page opens with quick metrics (contacts, linked gigs, venues, and integrations) and a badge showing where the record came from: The page is organized into tabs:

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What you can edit

Use Edit to update the CRM details your team relies on:

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Invite a customer to your portal

When a customer has a primary contact with an email address and your client portal is enabled, the Overview tab shows two actions on the primary contact: For the full invite lifecycle, see inviting clients.

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Link customers to gigs

When you convert a lead to a gig, Soundcheck creates or reuses a customer, adds a primary contact, and links that customer to the new gig. Your CRM pipeline and booked-work history stay tied together. A gig’s Overview tab opens with a Contact card: the person to reach for that gig, with one-tap Email and Call actions. It starts from the linked customer’s primary contact, links to the customer, and can be edited per gig without changing the customer record. The Clients group on the gig’s People tab manages which customer is linked to that event. When no customer is linked yet, Link a client on the Contact card opens that group.

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The Contacts book

Crew & contacts → Contacts is one address book for everyone your organization works with: vendors, venue staff, clients, and others. It appears alongside Customers and needs the same plan. Owners, admins, and gig coordinators manage it.

• Each contact has a Name, Company, Title, Email, Phone, Notes, a Kind (vendor, venue, client, or other), and optionally a Venue.
• Search, or filter by kind and venue. Select a contact to preview it, or New contact to add one.
• Add labels to a contact from its preview. Labels show in the Labels column, and a Label filter appears once any contact has one. A label is offered on contacts when its Use on setting in Settings → Gigs → Labels includes Contacts. A label with an empty Use on follows its group’s Use on, and is offered on contacts when that also includes Contacts or is empty.
• Venue contacts are the same people listed under Contacts on the venue page.
• Show contacts you add on a gig join the book too (see Show contacts and the Contacts book).
• Client contacts belong to their customer. They show in the book but you edit them on the customer record.
• Archiving a contact removes it from the list and keeps its details. Turn on Show archived to find and restore it.

When you delete a customer, its contacts stay in the book with the kind set to other.

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Show contacts and the Contacts book

When your organization has the Contacts book and you add a show contact to a gig with a name and an email or phone, Soundcheck also puts that person in the Contacts book and links the gig’s row to them. This happens on the web, through the API and through MCP. Soundcheck reuses an existing contact with the same name and email, or, when there is no email, the same name and phone. Otherwise it creates a new contact. A show contact with only a name stays on that gig. Adding a person who is already on the gig is refused. Editing the name, company, email or cell phone of a linked show contact updates the contact in the book, so the change shows on every gig that lists them. The role, notes and work phone stay on that gig. You can’t edit client contacts or archived contacts from the gig. Labels live on the person, and a gig’s show contact form has a Labels field. A new or gig-only contact needs a name and an email or phone before you save it with labels. Saving a gig-only contact with labels moves it into the Contacts book.

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Delete a customer

Delete only records you don’t need anymore. If a customer is tied to past gigs, update their status or notes instead so your team keeps the booking history.

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Related pages