Skip to main content
Follow this checklist to make the most of Soundcheck from day one.

​
Day 1: Set up your foundation

​
Complete your profile

1

Add Info

Add your full name and upload a profile photo.
2

Positions

Set your primary positions/instruments.
3

Notifications

Configure notification preferences.
Why it matters: A complete profile helps teammates recognize you and understand your capabilities.

Profile Guide

Learn how to complete your profile

​
Configure your organization

1

Verify Name

Verify organization name is correct.
2

Timezone

Set your default timezone.
3

Review

Review organization settings.
Why it matters: Correct settings ensure accurate scheduling and professional appearance.

Organization Setup

Configure your organization settings

​
Day 2: Build your position library

​
Create your standard positions

Add all roles your organization uses:
1

Musical

Add musical positions (Lead Vocals, Guitar, Bass, Drums, etc.).
2

Technical

Add technical positions (Sound Engineer, Lighting Tech, etc.).
3

Support

Add support positions (Tour Manager, Stage Manager, etc.).
Quick wins:
  • Start with 5-10 core positions
  • Add descriptions for clarity
  • You can always add more later

Positions Guide

Learn how to create positions

​
Day 3: Invite your core team

​
Add organization members

1

Identify

Identify key people to invite first.
2

Invite

Send invitations to 3-5 core team members.
3

Assign Roles

Assign appropriate roles (Admin vs Member).
Tips:
  • Start with people you work with most often
  • Admins can help manage gigs and teams
  • Members can view and respond to invitations

Invitations Guide

Learn how to invite team members

​
Follow up

1

Confirm

Confirm invitations were received.
2

Assist

Help new members complete their profiles.
3

Support

Answer any questions they have.

​
Day 4: Create your song library

​
Add your first songs

Start building your song catalog:
1

Add Songs

Add 10-20 songs you perform regularly.
2

Details

Include duration, key, and tempo for each song.
3

Attachments

Attach chord charts or resources (optional).
Focus on accuracy over quantity. Better to have 15 complete song entries than 50 incomplete ones.

Song Library Guide

Learn how to build your song library

​
Day 5: Build your first setlist

​
Create a standard setlist

1

Create

Create a new setlist.
2

Structure

Add 2-3 sets (e.g., Opening, Main, Encore).
3

Populate

Arrange songs from your library into the sets.
4

Review

Review total duration against your needs.

Building Setlists

Learn how to build setlists

​
Day 6: Create your first gig

​
Add an upcoming event

1

Create

Create a new gig with title, date, and time.
2

Venue

Add venue information and map location.
3

Notes

Write event notes and instructions.

​
Build the team

1

Positions

Add positions needed for this gig.
2

Assign

Assign team members and set fees.
3

Invite

Send invitations to the team.

​
Complete the details

1

Timeline

Add a timeline/schedule for the day.
2

Attachments

Upload any attachments (contracts, stage plots).
3

Setlist

Link the setlist you created.

Creating Gigs

Learn how to create gigs

​
Day 7: Explore advanced features

​
Based on your plan

  • Explore calendar views (month, week, list)
  • Practice duplicating a gig
  • Review the dashboard analytics

​
What’s next?

After your first week, you’ll have a configured organization, core team members onboard, and your first gig created.

Keep Building

Add more songs, create setlist templates, and build call lists for efficiency.

Track Leads

If you’re on the Team plan, start tracking inquiries and managing your pipeline.

Get Help

Browse feature guides, FAQ, and glossary for more support.

​
Tips for success

Don’t try to add everything at once. Build gradually over your first few weeks.
Encourage team members to complete their profiles and engage with the platform.
The best way to learn is by managing actual gigs. Create your next real event in Soundcheck.
If something isn’t clear, check the documentation or reach out to support.

​
Quick reference

DayFocusKey Actions
1FoundationProfile, organization settings
2StructureCreate positions
3PeopleInvite team members
4ContentBuild song library
5PerformanceCreate first setlist
6EventsCreate and staff first gig
7AdvancedExplore plan-specific features

Key Concepts

Understand the basics

Quick Tour

Take a guided walkthrough

Subscription Plans

Compare features