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This tour will help you understand how to navigate the platform and accomplish common tasks.

Your dashboard

When you log in, you’ll land on your Dashboard — your command center for everything happening in your organization. What you’ll see:
  • Upcoming gigs at a glance
  • Pending invitations requiring your response
  • Recent activity from your team
  • Quick actions to create new gigs or setlists
The dashboard adapts based on your role. Owners and admins see management options, while members see their personal schedule and invitations.

The main navigation provides access to all Soundcheck features:

Gigs

View, create, and manage all your events

Setlists

Build and organize performance setlists

Teams

Manage positions and call list configurations

Leads

Track business inquiries (Team tier)

People

View organization members and contacts

Settings

Configure organization and account options

The gigs page

The Gigs page is where you’ll spend most of your time.

Calendar view

Soundcheck’s calendar is your central scheduling hub. Use color-coded statuses to quickly identify confirmed gigs versus drafts.
  • Toggle between month, week, and list views
  • Click any date to see events scheduled
  • Color-coded status indicators show event states

Gig cards

Each gig appears as a card showing:
  • Event title and type
  • Date and time
  • Venue name
  • Team assignment status
  • Quick action buttons

Creating a new gig

1

Click Create

Click the + Create Gig button
2

Fill Details

Fill in event details (title, date, venue)
3

Add Team

Add team members and set positions
4

Attach Files

Attach relevant files
5

Save

Save your gig
Use the Google Places integration to auto-fill venue details when entering locations.

The setlist builder

Soundcheck’s setlist builder makes performance planning intuitive.

Song library tab

Start by adding your most frequently performed songs first. You don’t need to add your entire repertoire at once!
  • Browse your complete song catalog
  • Search by title, artist, key, or tempo
  • Add new songs with detailed metadata
  • Attach chord charts, lyrics, and backing tracks

Setlist tab

  • Create new setlists or edit existing ones
  • Drag and drop to reorder songs
  • Organize songs into multiple sets
  • Track total performance duration automatically

Building a setlist

1

Navigate

Navigate to SetlistsCreate New
2

Name It

Give your setlist a name
3

Add Sets

Add sets (e.g., “Opening Set,” “Main Set”)
4

Add Songs

Drag songs from your library into each set
5

Reorder

Reorder as needed
6

Save

Save your setlist

Team management

Keep your roster organized and assignments streamlined.

Positions

Define all the roles your organization uses:
  • Create positions like “Lead Vocals,” “Drums,” “Sound Tech”
  • Assign default rates or notes to positions
  • Positions are available across all gigs

People

View everyone connected to your organization:
  • Organization members (Soundcheck users)
  • External contacts (email-only invitees)
  • See each person’s assigned positions

Call lists (Pro feature)

Save time with reusable team configurations and call order priority:
  1. Go to TeamsCall Lists
  2. Create a new call list (e.g., “Full Band,” “Acoustic Duo”)
  3. Assign primary and backup members to positions
  4. Apply this call list to new gigs instantly

Building your team for a gig

When you open a gig, the team section lets you staff the event:

Assigning members

  1. Open a gig and go to the Team section
  2. Select a position to fill
  3. Choose from organization members or add external contacts
  4. Set performance fee and notes
  5. Send invitations

Invitation workflow

Team members can mark their status as “Tentative” if they’re unsure, allowing you to keep the position filled while they confirm availability.
  • Members receive email notifications
  • They can Accept, Decline, or mark as Tentative
  • Track responses in real-time on the gig page
  • Set backup members with call order priority

Lead tracking (Team tier)

Convert inquiries into bookings with the Leads feature.

Lead pipeline

Lead tracking is an exclusive feature of the Team plan. It’s designed for bands and companies managing a high volume of inquiries.
  • New leads appear from inquiries
  • Move leads through stages: Contacted → Qualified → Negotiating → Won
  • Track all communication and follow-ups
  • Convert won leads directly to confirmed gigs

Creating a lead

  1. Go to Leads+ New Lead
  2. Enter contact information
  3. Add event details and potential dates
  4. Set budget expectations
  5. Assign follow-up tasks

Your profile

Customize your personal Soundcheck experience:

Profile settings

  • Update your name and contact info
  • Add your photo
  • Set your primary positions/instruments
  • Manage notification preferences

Position preferences

  • Indicate which positions you play
  • Set your availability preferences
  • Add notes about your skills or equipment

Organization settings

Owners and admins can configure organization-wide settings:

General settings

  • Organization name and branding
  • Default timezone
  • Public booking page settings

Member management

  • View all organization members
  • Invite new members via email
  • Adjust member roles and permissions
  • Remove inactive members

Subscription

  • View current plan and features
  • Upgrade or change plans
  • Manage billing information

Common workflows

Planning a new gig

1

Create Gig

Create the gig with venue and date details.
2

Setlist

Build or select a setlist for the performance.
3

Assign Team

Assign team members to positions.
4

Timeline

Add timeline items for the day (load-in, soundcheck, etc.).
5

Attachments

Attach contracts and stage plots.
6

Invite

Send invitations to your team.

Preparing for performance day

1

Review

Review gig details and timeline.
2

Confirm Team

Confirm all team responses and backups if needed.
3

Setlist Access

Access setlist from the gig page.
4

Downloads

Download or share attachments.
5

Location

Check venue location and directions.

Following up on a lead

1

Review

Review lead details and communication history.
2

Update Status

Update status after making contact.
3

Notes

Add notes from conversations.
4

Pipeline

Move lead to the next pipeline stage.
5

Convert

Convert to a confirmed gig when booked.

Next steps

You’re ready to start using Soundcheck! Here’s what to do next:

First 7 Days

Follow the step-by-step onboarding guide

Setup Organization

Configure your organization settings

Create Gig

Create your first gig event

Build Library

Start adding songs to your library

Invite Team

Invite your team members

Need more help?

FAQ

Answers to common questions

Feature Guides

Deep dives into features

Glossary

Terminology reference