Signup and organization setup

This guide gets you from “I don’t have an account” to “my first gig is in the system” in about 15 minutes.

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Create account

Open app.soundchecklive.io and tap Sign up. Every new workspace starts with an organization. There is no solo vs organization choice. Freelancers and solo acts still name their org (your band or production brand, for example). You can belong to multiple organizations later. Account credentials are the last step of the sign-up wizard. When you reach Create account, choose one of:

• Email + password. Available on every platform. Verify your email with the code we send. On web, choose Use phone to sign up with a phone number instead and verify it with a texted code.
• Google. Available on every platform (web, iOS, and Android). Fastest if you already use Google.
• Apple. iOS native and web (including Safari). Android native is Google only, with no Apple button.
• AgentID. Web only. You can also sign in with AgentID from the web sign-in page.

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Organization setup wizard

On web the sign-up wizard has three steps. The mobile app shows the same questions over four steps, with the organization name and logo on a separate Confirm step. The wizard does not invite teammates. That comes after you are in the app.

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Connect your data

Right after your account and organization are created, owners and admins may see one more screen: Bring in your past events. Point Soundcheck at the spreadsheets you already keep (gigs, crew, venues, and clients) from Google Drive, Dropbox, or by uploading files directly (works with .xlsx and .csv exports from Google Sheets, Flex, and most booking tools). Soundcheck only reads the files you pick, once, and never keeps standing access to your Drive or Dropbox. Select Skip for now if you’d rather do this later from Imports.

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Finish

The last screen confirms your workspace is ready and offers one primary next step:

• Plan your first show (owners, admins, and gig coordinators): opens the new-gig form.
• View your gigs (members): jumps straight to your gig list.

Underneath, quick links let you jump ahead whenever you’re ready: Invite your team, Set up your org profile, and Import data (owners and admins), or Finish your profile (members). A Go to home link is always available.

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After signup

Once your account is verified and your organization is bootstrapped, Home is your day-to-day landing page. New-member onboarding prompts live in My Mailbox (Onboarding filter), not on Home.

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Your starter kit

A new organization starts with a starter kit for its business type, so you can see what Soundcheck manages before you import anything:

• the recommended gear pack and song pack
• the task list and Run of Show templates for your kind of work
• a sample gig

On the web, the welcome screen lists these with every item ticked, plus a city pack of venues near you. Untick anything you don’t want, then choose Add. In the mobile app, the kit is added when you finish signup. Adding the kit again never makes duplicates, and existing organizations are not changed.

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Set up your workspace

Owners and admins see a Set up your workspace checklist on Home and at the bottom of the sidebar. It shows a percentage and lists the areas that fit your business type, such as gigs, a sample gig, your team, crew positions, offerings, gear, songs, venues, hotels, clients, contracts, and integrations. Each area offers one or more ways to fill it:

• Start from a pack: add a ready-made starter pack, such as a gear pack, a song pack, or a city pack of venues or hotels.
• Import yours: bring in your own spreadsheets.
• Add: create the first record by hand.
• See a sample gig: open a sample gig.
• Connect: connect an integration.

Gig invitations wait until you publish a gig. Crew shift offers do not: sending an offer notifies its recipients right away, even while the gig is a draft. To prepare without notifying crew, save shifts as drafts, publish the gig, then send the offers. Inviting someone to your organization sends that invitation right away. The checklist counts as done at 80%, and you can dismiss it at any time.

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Explore a sample gig

A sample gig shows a gig filled in from your business type’s gig template: crew shifts, labor call, Run of Show, and tasks, plus a made-up location and client contact. It also fills every other tab: key times for your business type, a setlist from your starter songs, a draft quote and an unsigned flat-guarantee deal (you are the buyer if you run a venue, produce or run a festival), travel, gear, guests, a read-only preview of a live page (it is not published and has no public link), a closed incident report, timesheets for the sample crew, and a crew chat with example messages about load-in, parking and set times. The draft invoice is built from your offerings when you have them. When your song library does not have those starter songs yet, they are added to it, the same as adding your type’s song pack, and they stay when you remove the sample. Open it with See a sample gig from the checklist or the empty Gigs page. It has a Sample badge, sits at the top of the Gigs list, and stays a draft dated three weeks out. A sample gig never sends invitations, offers, or notifications, and it can’t be published, paid, or invoiced. Its crew chat is read-only: you can read the messages, but you can’t send, join, rename, or archive it. When you’re done, choose Remove sample in its banner, or Duplicate as a real gig to start a real gig from it. Use Home as your compass for the first few days. See Your first 7 days for a day-by-day path.

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Invite members

Invites happen after signup, not in the wizard. Choose Invite in the header, or go to Settings → People → Staff. Enter each person’s first and last name, an email or phone number, and a role. Each invitee gets:

• An email or text message with an invitation link.
• Onboarding steps in My Mailbox that collect profile details and positions (and any custom steps your organization has configured; see Custom onboarding flows).

Once someone is active, admins can mark them onboarded without forcing every step. Handy for people you have already brought up to speed. See Invitations for the full flow.

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Invited-member sign-up

Someone who receives an organization invitation by email follows a shorter, three-step flow instead of the wizard above: From there they land on Home, which finishes accepting the invitation and activates the organization automatically. Invitees don’t need the invite link to join. If someone signs up another way, for example by installing the mobile app first or typing their email, Soundcheck checks for a pending invitation before it creates an organization for them. The mobile app shows You’ve been invited with Join and the organization’s name, plus Set up a new organization for people who run their own team. On the web, Soundcheck joins them to the inviting organization. Gig invitations sent to their email before they had an account are found too, once that email is verified on their account, and accepting one puts them on the gig’s crew. If an invitation was revoked or already used, the mobile app shows This invitation is no longer valid and asks them to request a new one from the person who invited them. If they’re signed out, they can choose Sign in. If they’re signed in, they can choose Set up my workspace (Go to my gigs if they already belong to an organization) or Sign out.

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Create first gig

The fastest path:

1. Open Gigs and click Create Gig (or Create First Gig on the empty list).
2. Enter a name, date and time, and a location. Name and location are required.
3. Save. The gig starts as a Draft, hidden from crew.
4. Prepare staffing without sending offers. New organizations staff with crew shifts: open the gig’s Crew tab, add a shift for each position, and save the shifts as drafts. Organizations that still use invitations open Build team → Manage Team → add positions → assign people → Continue → Save, and the invitations are held until you publish. See How shifts work and Building teams.
5. When you’re ready, 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.
6. If you use crew shifts, send the offers to the people you want after publishing. Sending an offer notifies its recipients immediately; publishing the gig does not send draft shift offers for you.

Manual staffing works on every plan. Call list and preset team quick-apply require Pro+ (Pro, Team, or Enterprise). For the full walkthrough see Creating gigs. If you already have gigs in a spreadsheet, jump to Imports instead. You can bulk-load dozens at once.

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What’s next