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Follow 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. On a brand-new workspace, Home shows a Get started checklist that mirrors these first days and checks off as you complete each one.

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Day 0: Pick your surface

  • Web — app.soundchecklive.io. Best for building gigs, importing data, CRM work, and configuring your org. The daily driver for admins.
  • Mobile — install on iOS or Android. Best for accepting invitations, reading setlists at the venue, chat, and on-the-road responses.
Use both — same account, same data.

Install the mobile app

iOS and Android, with sign-in via Google, Apple, or email

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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

Notifications

Choose how you want to hear about gigs and Mailbox items.

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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: Build your position library

Create the roles you staff for — musical (Lead Vocals, Guitar, Drums), technical (Sound, Lighting), and support (Tour Manager, Stage Manager).
1

Start with 5-10 core positions

You can always add more later.
2

Add descriptions

Clarity helps when others staff gigs.

Positions

Create 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

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 — 15 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

Title, date/time, and venue. Save as a draft.
2

Build the team

Add the positions this gig needs, assign people, and set fees. Assignments start as drafts — nobody’s notified yet.
3

Send invitations

Release the drafts to notify your crew.
4

Finish the details

Add a timeline, attach files, and link the setlist. Publish when the team’s set.

Creating gigs

The full walkthrough

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Day 7: Live in the flow

Now that data is flowing, make Home and the inbox 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