New here?
If you haven’t created an account and org yet, start with Signup and organization setup.
Where settings live
Owners and admins open Settings from the gear icon in the header, next to page search. On a phone, open your avatar menu and choose Workspace settings. The settings sidebar groups pages by what you came to do:
Audit log sits on its own below the groups. The Gigs group uses your organization’s word for gigs, so a venue sees Events. Some pages appear only when an early-access feature is on for your organization. Branding & email shows as Branding or Email when only one of the two is on.
A page that needs a higher plan shows a plan chip next to its name in the sidebar.
Find a setting
Type in Search settings at the top of the settings sidebar to jump to a page or a section on it. Search matches page names and common words, so timezone finds General and W-9 finds Onboarding. Press Escape to clear it. Overview, at the top of the sidebar, opens Organization settings: every page in one place, grouped as in the sidebar, with a short description and a status such as your plan or staff count. Its Setup checklist tracks the basics clients and your team see first, such as uploading your logo, claiming your public page address, inviting your team and adding positions. Choose Set up on any item that isn’t done.View-only settings
People who manage gigs but can’t change organization settings can still open some pages, such as Positions, Gig workflow and Labels, to read them. The sidebar marks those pages as view only, and the page says who can change them.Your personal settings live under your avatar menu → My Settings: Appearance, your forwarding address, your own notification preferences, and calendar sync. Owners manage engagement notification defaults under Settings → Workspace → Notifications, not from org Mailbox shortcuts. Subscription billing lives under Settings → Billing → Plan & billing, not Settings → Subscription.
Basic information
1
Set your name and logo
Your organization name and logo show up on invitations, member-facing emails, and your public booking page. Upload a logo if you want them looking polished.
2
Set the timezone
New organizations start with the creator’s timezone, or UTC if that cannot be resolved. If that first save misses, Soundcheck retries after you land in the app without blocking signup and fills a timezone that is still unset. Change it on the General page if the org works in a different zone, including UTC. Timezone cannot be cleared; UTC is the way to keep Coordinated Universal Time. Event times fall back to this zone when a gig has no timezone of its own.
3
Add contact details
Used on member-facing communications and your booking page.
Deleting your organization
Only the Owner can delete the organization, from the Danger zone at the bottom of the General page. Deletion is scheduled 30 days out. Every gig, crew record, file, and ledger entry is then permanently deleted. Billing pauses until then, and the Owner can choose Restore organization at any time before the date.Positions
Define the roles you staff for (Lead Vocals, FOH Engineer, Tour Manager) once at the org level so the same names show up on every gig, saved team preset, and onboarding flow. Open Settings → People → Positions. The Teams page is for roster templates (+ New template), not the position catalog.Positions
Create and manage the position catalog.
Onboarding
Decide what new members complete when they join. Steps can collect profile details, positions, custom fields, and documents. Open Settings → People → Onboarding.Custom onboarding flows
Build the step-by-step flow, from a template or from scratch.
Phone verification
An onboarding form can require phone verification. When a phone field is required, the member verifies the number (via SMS) before continuing; optional phone fields can be skipped. Next to the phone field, members can tick an optional box to agree to receive gig text messages. It never starts checked, and finishing onboarding never depends on it.Each onboarding form step supports a single phone-verification field.
Positions step
Add a Positions step so members select the roles they can fill. They choose from your active position catalog, and Soundcheck saves those to their member profile. Create the positions first so the step has the right choices.Manual-onboarded override
Mark an experienced member onboarded without forcing every step.
Departments
When the Departments feature is enabled for your org, a Departments page lets you group members into bands or departments within a single organization. Handy if you run several acts under one roof.Departments isn’t available to every org. If you don’t see the page, it isn’t turned on for your organization.
Branding, email and notifications
The Workspace group holds Notifications (org-wide notification defaults) and, where enabled, Branding & email: your colors and logo, sending domains, your forwarding address, and team sign-up. It does not include the public booking form link or embed code. Those live in the Public booking form card on the Offerings page. See Lead intake.Email sending domains
Verified sending, your forwarding address, and team sign-up.
Knowledge base and audit log
Knowledge base (early access) sits in the Gigs group. Audit log, your organization’s audit trail, sits below the groups. Import & export (early access) is under Connected apps.Knowledge base
How your business works, for your agents
Audit log
Who changed what, from where, and when
Connections and finance
Integrations live under Settings → Connected apps → Integrations: “Connect the systems your team relies on, including event platforms, cloud storage and financial tools.”Connect QuickBooks from this page. Cards show even when nothing is connected yet. Some organizations also see HubSpot and Flex Rental Solutions cards; HubSpot syncing is coming soon. See Integrations overview for what’s available today.
Gig payments
How member payouts work once your financial connection is set up.
CRM integrations
Deeper data sync (HubSpot ↔ Flex, portal forms) for teams that need it.
Multi-organization
You can belong to several organizations: multiple bands, several acts, or both performer and crew hats.- Use the workspace switcher in the top bar (on mobile, Switch organization) to switch; all data switches with it.
- Each org has its own gigs, setlists, positions, settings, and subscription.
- Your role can differ in each org.
- Data is fully isolated. Members of one org never see another’s data, even if the same person belongs to both.
Setup checklist
1
General
Name, logo and timezone on General, and contact details on Public profile & leads.
2
Positions
Create the roles you staff for.
3
Onboarding
Decide what new members complete on join.
4
Invite your core team
Owners/admins first, then regular members. Mind your seat limit.
5
Connected apps
Review integration cards and connect payouts or CRM tools when your org is ready.
6
Create your first gig or import
Add an event, or bulk-load an existing schedule.
Managing your subscription
Owners manage the plan and billing from Settings → Billing → Plan & billing: view the current plan, upgrade or downgrade, update payment methods, and download invoices. Manage Subscription opens the Stripe customer portal. Billing is not part of My Settings.Compare plans
Features and seats by tier.
Troubleshooting
I don't see Integrations
I don't see Integrations
Confirm you are an owner or admin and open Settings → Connected apps → Integrations. If the page is missing for your role, ask your account owner.
I don't see the Departments tab
I don't see the Departments tab
Departments isn’t enabled for every org.
Settings won't save
Settings won't save
Confirm you have an owner or admin role, and that you’re viewing the correct organization. A page marked view only can be read but not changed; it names who can change it.
Next steps
Managing members
Roster, seats, and onboarding
Roles & permissions
Who can do what
Positions
The role catalog
Subscription plans
Features by tier
Related reading
Start and scale an entertainment agency in 2026
Build talent rosters, manage gigs, and scale agency operations.
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How Soundcheck centralizes gigs, teams, and payments.