Action required on the dashboard
The portal Dashboard lists anything that still needs attention before the next event. Unsigned native agreements sit next to open forms in Action required. Select Review & sign to open Contracts, or use the link in the assignment email your booking team sent when the agreement was created.Signing contracts
Native Soundcheck agreements assigned to the signed-in contact appear on the portal’s Contracts page. Review the terms and any uploaded PDF, enter your full name, draw your signature, and check the electronic-signing consent box. Select Sign agreement, then Download signed PDF to retain the document and its signature page. You do not need to leave Soundcheck for this flow. Each agreement has one recipient; no one else can sign on that recipient’s behalf. Only the assigned contact can see a native agreement in the client portal. Questions about the terms should go to the booking team. Contracts & electronic signing explains document limits and replacement agreements.Reviewing invoices
The Invoices page gives the client a plain view of the deposits, balances, and payment requests your booking team has shared. Each row shows 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, not a checkout. Collect payment through your usual process; the portal just keeps the client informed of what’s due and what’s settled. Gig payouts are the separate workflow for paying crew.
Filling out forms
Forms you assign to a client (questionnaires 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. The portal is the path for a client. Everyone else answers through the assignment email link.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 in the portal under your branding. Answers go straight to your booking team on submit.
3
Submission is confirmed
The portal shows Response received as soon as the client submits, and the response is recorded against the right customer and event.After submitting, the client can select Edit answers to change their answers. Above the submit button the form says how long that lasts: “You can change your answers until Sep 5, 2026.” or “You can change your answers at any time.”Your team can set a Deadline when it sends the form. The deadline is the form’s due date, so the form shows as overdue once it passes without a response, and it is also the last day the client can change answers. Editable until on the form on the gig’s Documents tab changes or clears only how long answers can be changed; the due date and its reminders stay as they were. With a deadline, the client can change the answers through that day. Without one, a form for a gig can be changed until the gig is over, and a form with no gig can be changed at any time. Days are read in the gig’s time zone, and the deadline day itself is still open. After that the form shows Response received without Edit answers, and the stored answers stay as they were. The deadline only limits changes: the client’s first response is always accepted.Your team can also enter or change answers on the client’s behalf (for example a music request list taken on the phone). Those edits do not send the client a notification.The song list question is a table of songs with a category (must play, yes, off-list to learn, do not play), an optional moment (first dance, last dance, and so on) and notes. The client can paste a title–artist list, and the preview shows every row before it is added. A paste never adds a song that is already in the list or repeated within the paste, and a list cannot hold the same song twice: the server rejects a repeat with a 400, staff included, so the editor drops repeats before it saves. The moment is chosen by hand, either per row or for every row of a paste. When your team builds the form, Songs the client picks from on the song list question sets where songs come from. Client types any song (the default) lets the client type titles. Songs of the acts on the gig, Songs of one act, Songs I pick and Whole song library have the client choose each song from that list instead. While Let the client add a song that isn’t on the list is on (the default), the client can also pick Something else… and type a song.
Portal forms
How your team builds forms and assigns them to clients.
Following updates
Each event has a Messages area for viewing available updates. The portal’s Messages page routes the client into the event they want to review. The current portal does not provide a message composer; reply through the contact method agreed with your booking team. Crew Chat is a separate Private Preview. 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 sent to signed.
Inviting clients
Get a client into the portal.