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Customers live under Business → Customers in the sidebar. They’re available on Team and Enterprise plans. On Free, Customers may appear with a lock icon when CRM is enabled for your org, or be hidden entirely. The intended Free gate is lock or hidden (not a silent redirect away from the page). You won’t see all four CRM directories on Free. If you don’t see Customers, contact support.
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 and Enterprise).
  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. Use it 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 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 Clients tab shows the customer linked to that event.

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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.

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.