Signing contracts
Contracts you send for an event show up in the client’s portal — on the Contracts page and on each event’s Contracts tab — with a status so the client always knows where things stand.1
Open the contract
The client selects Review & sign on a contract that’s ready for signature.
2
Sign in the portal
The signing window opens right inside the portal — the client never leaves. Signing is powered by SignWell, and the signature is recorded against the document with a tamper-evident audit trail.
3
Done
Once signed, the contract shows a signed state with the date. An already-signed contract simply confirms it’s complete.
On enterprise plans, contracts can be signed under your brand rather than Soundcheck’s — see white-label branding. The full lifecycle (draft, sent, signed, declined) is covered in contracts & e-signatures.
Reviewing invoices
The Invoices page gives the client a plain view of the deposits, balances, and payment requests your booking team has shared — each with an amount, a due or paid date, and a status. The dashboard also summarizes their open balance and recent invoices at a glance.The portal shows invoices for the client to review — it isn’t a checkout. Collect payment through your usual payments workflow; the portal keeps the client informed of what’s due and what’s settled.
Filling out forms
Forms you assign to a client — questionnaires, intake, or feedback — appear on the Forms page and on the relevant event, each showing its purpose, any due date, and whether it’s still required or already submitted.1
Open the form
The client selects Fill out on a form that still needs a response.
2
Complete it in the portal
The form opens embedded in the portal under your branding. Answers go straight to your booking team on submit.
3
Submission is confirmed
The portal confirms the response. For JotForm forms this happens the instant the client submits; for Form.io forms it confirms once the response reaches Soundcheck. Either way it’s recorded against the right customer or event.
Portal forms
How your team builds forms in JotForm or Form.io and assigns them to clients.
Following updates
Each event has a Messages area where your booking team can share updates and replies in one place, instead of scattered email threads. The portal’s Messages page routes the client into whichever event they want to catch up on. Every event workspace also shows the notes and any files your team has shared for that event, so the details a client needs travel with the event rather than living in someone’s inbox.A note on what’s shared
Clients only ever see what’s tied to their own customer record — their events, their contracts, their forms, their invoices. You control what appears by linking gigs to the customer and assigning forms and contracts. When in doubt about what a specific client will see, preview their portal first.Related pages
Client portal
The full picture of what clients see.
Contracts & e-signatures
How contracts move from draft to signed.
Inviting clients
Get a client into the portal.