> ## 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

> Keep one shared record for every client — contacts, gig history, linked venues — and invite them to your client portal.

<Info>
  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](mailto:support@soundcheck.live).
</Info>

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](/features/client-portal/overview).

## 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.

## 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:

| Badge              | Meaning                                                                       |
| ------------------ | ----------------------------------------------------------------------------- |
| **Synced**         | The record is linked to a connected system (for example, HubSpot).            |
| **Converted Lead** | The customer was created by [converting a lead](/crm/leads/converting-leads). |
| **Manual record**  | The record was created by hand in Soundcheck.                                 |

The page is organized into tabs:

<CardGroup cols={2}>
  <Card title="Overview" icon="id-card">
    Notes, profile (email, phone, website), and the **primary contact** — the person you invite to the portal.
  </Card>

  <Card title="Events" icon="calendar">
    The customer's next gig and recent gig history, each linking to the gig.
  </Card>

  <Card title="Venues" icon="location-dot">
    Venues associated with this customer.
  </Card>

  <Card title="Integrations" icon="plug">
    Records this customer is linked to in connected systems.
  </Card>
</CardGroup>

<Note>
  A **Forms** tab also appears when portal forms are enabled, showing questionnaires and intake forms assigned to the customer. See [portal forms](/crm/integrations/portal-forms).
</Note>

## What you can edit

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

| Field           | Use it for                                              |
| --------------- | ------------------------------------------------------- |
| Name            | The customer's individual or company name               |
| Status          | A working label such as *active*, *prospect*, or *VIP*  |
| Website         | The customer's site                                     |
| Email and phone | The primary booking contact until synced contacts exist |
| Notes           | Preferences, booking context, payment notes, reminders  |

<Note>
  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.
</Note>

## 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:

<Steps>
  <Step title="Preview portal">
    Opens the portal exactly as this client would see it — a safe way to check what's shared before you send anything.
  </Step>

  <Step title="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.
  </Step>
</Steps>

For the full invite lifecycle, see [inviting clients](/features/client-portal/inviting-clients).

## Link customers to gigs

When you [convert a lead](/crm/leads/converting-leads) 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.

## 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.

## Related pages

<CardGroup cols={3}>
  <Card title="Client portal" icon="browser" href="/features/client-portal/overview">
    What clients see when you invite them.
  </Card>

  <Card title="Leads" icon="bullseye" href="/crm/leads/overview">
    Track booking inquiries before they become customers.
  </Card>

  <Card title="Converting leads" icon="arrow-right" href="/crm/leads/converting-leads">
    What happens when a lead becomes a booked gig.
  </Card>
</CardGroup>