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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.

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Day 0: Pick your surface

  • Web. app.soundchecklive.io. Best for building gigs, importing data, and configuring your org. CRM directories (leads, customers, venues, inventory) require a Team or Enterprise 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.

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Day 1: Set your foundation

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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

Org notifications (admins)

Owners and admins set engagement notification defaults under Settings → Organization → Notifications. There is no per-user notification preferences page in the current web app.

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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

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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 → Organization → Positions (/settings/organization/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

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Day 3: Invite your core team

1

Identify who to invite first

The people you work with most.
2

Send invitations

From Settings → Staff, use the inline Invite new staff panel. Add their emails, pick a role (Admin vs Gig Coordinator vs 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

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Day 4: Create your song library

1

Add 10-20 songs

The ones you perform regularly.
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

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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

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Day 6: Create and staff your first gig

1

Create the gig

From Gigs, click New gig / Create Gig (or Create First Gig on the empty list). Enter title, date/time, and venue. Scratch creates save as Active, visible to admins right away, with no separate publish step.
2

Build the team

Open Build team → Manage Team → add the positions this gig needs, assign people, and set fees. On Pro+, apply a saved Team preset when you have one.
3

Send invitations

Choose Continue → Review & send invites → Save & Send so your crew gets notified.
4

Finish the details

Add a timeline, attach files, and link the setlist.
If you create a gig from a template instead, it starts as Draft. Use Set to Active when you are ready. See Draft vs published.

Creating gigs

The full walkthrough

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Day 7: Live in the flow

Data is flowing. Make Home and Mailbox part of your routine.
  • Home. Check the greeting, at-a-glance stats, recent activity, and (on Pro+) finance roll-ups 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

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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