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Customers live under Sales → Customers in the sidebar. They’re available on Team and Enterprise plans for organizations with CRM features enabled. If you don’t see Customers, contact support.
Customers are the people or businesses who book your services. The customer directory gives your whole team one shared place to track a client’s contact details, gig history, linked venues, and connected-system records — and it’s where you invite a client into your client portal.

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Open the customer directory

  1. In the sidebar, open Sales → Customers.
  2. Search or filter to find a client.
  3. Select a customer to open their detail page.
Owners, admins, and gig coordinators 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:

Overview

Notes, profile (email, phone, website), and the primary contact — the person you invite to the portal.

Events

The customer’s next gig and recent gig history, each linking to the gig.

Venues

Venues associated with this customer.

Integrations

Records this customer is linked to in connected systems.
A Forms tab also appears when portal forms are enabled, showing questionnaires and intake forms assigned to the customer. See portal forms.

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What you can edit

Use Edit to update the CRM details your team relies on:
Details synced from a connected system stay read-only in Soundcheck, so an automated sync and a manual edit never fight over the same field.

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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:
1

Preview portal

Opens the portal exactly as this client would see it — a safe way to check what’s shared before you send anything.
2

Invite to portal

Emails the contact a secure invitation to create their portal sign-in. Their portal is scoped to this customer record — they see only their own gigs, contracts, invoices, and forms.
For the full invite lifecycle, see inviting clients. When you convert a lead to a gig, Soundcheck automatically creates or reuses a customer, adds a primary contact, and links that customer to the new gig — so your CRM pipeline and booked-work history stay connected. A gig’s Clients tab shows the customer linked to that event.

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Delete a customer

Delete only records you no longer need. If a customer is connected to past gigs, consider updating their status or notes instead so your team keeps the booking history.

Client portal

What clients see when you invite them.

Leads

Track booking inquiries before they become customers.

Converting leads

What happens when a lead becomes a booked gig.