Customers

Documentation Index

Fetch the complete documentation index at: https://docs.soundchecklive.io/llms.txt

Use this file to discover all available pages before exploring further.

Customers are the people or businesses who book your services. The customer directory gives your team one shared place to track client contact details, notes, status, and gig history.

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Open the customer directory

1. Go to CRM.
2. Select Customers.
3. Search or filter the directory to find an existing client.

Owners, admins, and gig coordinators can manage customer records. Financial details remain limited to owners and admins.

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What you can track

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Common actions

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Create a customer

Use New customer from the directory. Add the best available contact information first; you can add notes and update status later.

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Edit customer details

Open a customer from the directory, update their information, and save. Changes apply to future work and keep the shared CRM record current for the whole organization.

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Delete a customer

Delete only records you no longer need. If a customer is connected to past gigs, consider updating status or notes before deleting so your team does not lose useful booking context.

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Link customers to gigs

Customers can be linked to a gig from the gig’s Resources section. This makes it clear who booked the event and keeps gig details connected to the CRM record. When a lead is converted to a gig, Soundcheck automatically creates or reuses a customer, adds a primary contact, and links that customer to the new gig.