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Use this checklist to go from empty account to running gigs in a week.
Every time you sign in, you land on Home, your personalized starting point. Onboarding prompts for new members appear in My Mailbox under the Onboarding tab, not as a Home Continue setup card. This page is the week-long operator guide.

Day 0: Choose your platform

  • Web. app.soundchecklive.io. Best for building gigs, importing data, and configuring your org. Leads and the customer and inventory directories require a Team or Enterprise plan; the venue directory is on every plan.
  • Mobile. Install on iOS or Android. Best for accepting invitations, reading setlists at the venue, and on-the-road responses.
Use both. Same account, same data.

Install the mobile app

iOS and Android. Sign in with email or Google on any platform; Apple on iOS native (and on web); no Apple on Android native.

Day 1: Set your foundation

Complete your profile

1

Add your info

Full name and a profile photo so teammates recognize you.
2

Set your positions

The roles/instruments you can fill.
3

Notifications

Choose which alerts you get from My Settings in the account menu. Owners and admins also set the organization’s defaults under Settings → Workspace → Notifications.

Configure your organization

1

Profile

Verify the name, add a logo, and set the timezone (this drives every event time).
2

Review settings

Skim the Organization tabs so you know where things live.

Organization setup

Configure your organization settings

Work through the setup checklist

Owners and admins see Set up your workspace on Home and at the bottom of the sidebar. Open the sample gig to see a gig filled in for your business type, then fill each area with a starter pack, an import, or by hand. You don’t need every area. The checklist counts as done at 80%. See Set up your workspace.

Day 2: Review your position library

Sign-up already seeded starter positions from the business type you picked (Production company, Band or artist, and so on). Today is about reviewing and refining, not building the catalog from scratch.
1

Open Positions

Go to Settings → People → Positions and scan what was created for you.
2

Rename, add, or remove

Adjust names to match how your team talks. Add specialized roles, drop ones you will never staff.
3

Add descriptions (optional)

Clarity helps when others staff gigs.

Positions

Manage the position catalog

Day 3: Invite your core team

1

Identify who to invite first

The people you work with most.
2

Send invitations

Choose Invite in the header, or use the invite panel on Settings → People → Staff. Add each person’s name and an email or phone number, pick a role (for example Admin, Gig Coordinator, or Member), and send.
3

Follow up

Confirm they got the email and help them finish onboarding.
Each plan has a seat limit, and pending invitations count toward it. If an invite is blocked, free up seats or upgrade. See Seat limits.

Invitations

The full invitation flow

Day 4: Create your song library

1

Add 10-20 songs

The ones you perform regularly. Songs live under Documents in the sidebar. To start faster, add a song starter pack, which can also create a setlist from its songs.
2

Include details

Duration, key, and tempo.
3

Attach charts (optional)

Chord charts, lyrics, backing tracks.
Accuracy over quantity. Fifteen complete entries beat 50 half-finished ones.

Song library

Build your catalog

Day 5: Build your first setlist

1

Create a setlist

Name it for the show or the type of gig.
2

Add sets

E.g. Opening, Main, Encore.
3

Populate and review

Arrange songs and check the total duration.

Building setlists

Build setlists

Day 6: Create and staff your first gig

1

Create the gig

From Gigs, click Create Gig (or Create First Gig on the empty list). Enter a name, date and time, and a location. The gig saves as a Draft that crew can’t see.
2

Staff it

New organizations staff with shifts: open the gig’s Crew tab, add a shift for each position with its call times and pay, and send offers. Organizations that still use invitations open Build team → Manage Team, add positions, assign people, set fees, and choose Continue → Save; those invitations are held until you publish. On Pro+, apply a saved Team preset when you have one. See How shifts work.
3

Publish

To publish, click Activate gig on the draft banner at the top of the gig, or choose Active from the status pill in the gig header. Publishing makes the gig visible to crew and sends any held invitations.
4

Finish the details

Fill in the Run of Show (or Timeline, for older organizations that haven’t switched over), attach files, and link the setlist.
Gigs from templates and duplicates start as drafts too, and publish the same way. See Draft vs published.

Creating gigs

The full walkthrough

Day 7: Live in the flow

Data is flowing. Make Home and Mailbox part of your routine.
  • Home. Check your next show, the week ahead, what needs attention, and recent activity each morning.
  • Mailbox. Respond to invitations, crew offers, and availability from one inbox. Admins also get the org-wide Mailbox at /org-engagements.
  • Explore calendar views and gig duplication
  • Watch Home fill in as your first gig progresses

Quick reference


The Home page

Your daily landing page

Key concepts

The vocabulary

Mailbox

One inbox for responses

Subscription plans

Seats and features by tier