Owners, admins, and gig coordinators manage lead intake. The booking form works on every plan, and each plan includes a monthly number of new bookings and leads (see lead tracking).
Want to use your own form builder, or collect more than booking inquiries (event questionnaires, feedback)? Portal forms let you build forms in Soundcheck, assign them to customers and keep each response on the right customer or event.
Public booking form URL
The booking form lives at:/lead-intake/{organizationId} links and embeds permanently redirect to the booking form, query string included, so existing website embeds keep working.
Copy the link or the <iframe> embed code from the Public booking form card on the Offerings page.
Share the link from your website, social profiles, email signature, or booking page.
What prospects submit
The booking form always asks for:- Contact name and email (phone and company optional)
- Event date (required) and, for multi-day events, the last day
- Location (required), with address lookup
- Event type (required)
- Guest count, budget range, and notes (optional)
- Event types come from your Event Type labels, the event types in your lead discovery profile, and the types of your past gigs (up to 12, then Other). With none of these, the form offers a default list. The list refreshes about once a minute.
- Dates: once a date is picked, the buyer sees that it looks open, or that it is popular and they should send the request soon. “Popular” means you already have at least one booked gig that overlaps those days. The form never names or shows other gigs, but someone who checks many dates can tell which days you have gigs.
- Venue: when the picked location matches one of your saved venues, the form says how many events you have run there. It fills in answers the venue profile already gives (room size, indoors or outdoors), and the buyer can review them.
- Services: offerings and packages that appear most often on sent or accepted quotes for that event type are marked Popular and listed first.
- Guests and budget: with at least three past gigs of that type, the form shows a typical guest range and budget band. It shows only these totals, never details of another client’s gig.
After submission
- Soundcheck creates a new lead for your organization (source Website), emails the buyer a confirmation, and notifies your team. When the buyer picked offerings, the lead also gets a draft quote.
- Owners, admins, gig coordinators, or the Finance role review the lead.
- Your team updates stage as you follow up.
- Qualified leads can be converted to customers and gigs.
Public lead intake creates a lead only. It does not create a booked gig until someone on your team converts it.
Recommended workflow
1
Share the link
Add the intake link wherever people already request bookings.
2
Triage new leads
Review new submissions from Business → Leads.
3
Follow up
Update stage and notes after each conversation.
4
Convert when ready
Use Convert to Gig when the inquiry becomes a real booking.