Templates and duplication

Soundcheck templates let you reuse the planning work your organization has already done. Save a show flow, a task checklist, a staffing structure, or a whole gig, then adapt that starting point to the next show.

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What can I reuse?

Your organization’s knowledge grows through the improvements you choose to save. After refining a show flow, prep checklist, or team structure, save it as a template so the next coordinator can build on that experience. Each gig keeps its own working copy; changes do not automatically synchronize across existing gigs.

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Save a gig as a template

From a gig’s ⋯ actions menu, choose Save as template. Soundcheck shows what the template will keep before anything is saved. Kept is how the gig was planned:

• Details, notes, custom sections, and the department the gig is staffed under
• Venue, including per-gig logistics overrides
• Run of show (sections, items, linked songs and documents) and the legacy schedule
• Setlists and songs
• Task phases and tasks, without the people assigned last time
• Staffing shifts as roles and seat counts, with nobody named on them
• Open inventory assignments
• Files, copied so deleting one on either gig leaves the other intact

Left out unless you add it back is what belonged to one gig or one client:

• The people invited and the crew named on shifts
• Clients
• Fees, payment terms, and travel costs
• Internal notes and venue show notes
• Hotels and flights

Tick anything you want to keep, or remove files and inventory if they were specific to that night. If the gig changes while the review is open, Soundcheck asks you to review it again rather than saving something you did not see.

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New template or a new version

Save the gig as a new template, or choose Update existing template. Updating replaces that template’s run of show, roles, and tasks and makes it the next version. Gigs and plans already made from the earlier version keep what they had; nothing that exists is changed. What stays behind is what happened on the original gig rather than how it was planned: payments and ledger entries, closeout, reviews, contracts, chats, calendar sync, and the audit log.

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Use a template

To combine a template with a client’s brief, see Plan a gig from a brief.

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Duplicate a gig

Use Duplicate from a gig’s actions menu when you want a new gig based on an existing one rather than a saved template. It copies the same sections as a template (above) and keeps the gig in its tour. Everything with a clock rebases to the new date: run of show and schedule items, shift call times, hotel stays, and flights, each in its own timezone. On the web, Duplicate creates a Draft gig for review before publishing. Using a saved gig template also creates a Draft; the difference is whether you start from a reusable pattern or a particular existing gig. Anything that was sent or booked comes back unsent and unbooked:

• Invitations are unsent and shifts are draft, with every crew member pending again. Crew who are no longer active in the organization are left off.
• Hotel confirmation numbers, flight booking references, and passengers’ seats and ticket numbers are cleared.
• Inventory comes back as assigned; anything already returned or cancelled on the original is not carried over.

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