Organization setup

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What is an organization?

An Organization in Soundcheck represents your band, company, or solo act. It’s the container for:

• All your gigs and events
• Your song library and setlists
• Team members and positions
• Leads and business opportunities
• Settings and preferences

Think of it as your digital headquarters for managing performances.

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Creating your organization

When you first sign up for Soundcheck, you’ll create or join an organization.

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New organization

If you’re starting fresh:

1. Complete Soundcheck registration
2. You’ll be prompted to create an organization
3. Enter your organization name
4. Configure initial settings
5. Your organization is ready

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Joining an existing organization

If you’re invited to an existing organization:

1. Click the invitation link
2. Create your Soundcheck account (if new)
3. Accept the invitation
4. You’re now a member of that organization

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Organization settings

Access settings through the main navigation:

1. Click Settings or your organization name
2. Navigate to Organization Settings
3. Configure available options

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Basic information

Organization Name Your band, company, or act name as it appears throughout Soundcheck. Organization Description (if available) A brief description for internal reference.

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Display settings

Default Timezone Important for accurate event scheduling:

• All times display in this timezone
• Affects calendar views
• Set to your primary operating timezone

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Branding (where available)

Organization Logo Upload your logo for:

• Dashboard display
• Team communications
• Professional appearance

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Multi-organization support

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Belonging to multiple organizations

You can be a member of several organizations:

• Play in multiple bands
• Manage several acts
• Work as both performer and crew

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Switching organizations

When you belong to multiple organizations:

1. Look for the organization selector
2. Click to see your organizations
3. Select the one you want to work with
4. All data switches to that organization

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Context matters

Remember:

• Gigs belong to specific organizations
• Setlists are per-organization
• Team members may overlap across organizations
• Settings are organization-specific

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Organization structure

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Owner

• Created or was assigned ownership of the organization
• Full administrative control
• Cannot be removed (ownership must be transferred)
• Manages billing and subscription

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Admins

• Can manage most aspects of the organization
• Add/remove members
• Create and edit gigs, setlists, teams
• Cannot manage billing or delete organization

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Members

• Can view gigs they’re assigned to
• Respond to invitations
• Limited administrative access
• Participate in team activities

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Essential setup tasks

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1. Configure basic settings

• Set organization name correctly
• Configure timezone
• Upload logo (optional)

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2. Define positions

• Create all positions your organization uses
• Add descriptions where helpful
• Consider all event types you handle

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3. Invite initial team

• Add other owners/admins who need full access
• Invite regular team members
• Share organization with collaborators

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4. Build your song library

• Add songs your group performs
• Include key, tempo, duration
• Attach charts and resources

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5. Create first gig or import data

• Add an upcoming gig
• Or import existing schedule

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Managing your subscription

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Viewing your plan

Access subscription information:

1. Go to Settings
2. Navigate to Subscription or Billing
3. See your current plan and features

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Upgrading

To access more features:

1. Review available plans
2. Select desired plan
3. Complete payment process
4. Features unlock immediately

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Billing management

Organization owners can:

• Update payment methods
• View billing history
• Download invoices
• Cancel or modify subscription

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Data and privacy

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Your data

Everything you create belongs to your organization:

• Gig records
• Setlists and songs
• Team information
• Lead data

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Data isolation

Each organization’s data is separate:

• Members of Organization A cannot see Organization B’s data
• Even if the same person belongs to both
• Complete privacy between organizations

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Data retention

Your data remains as long as:

• Your subscription is active
• You don’t delete it
• The organization exists

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Organization administration

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What owners can do

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What admins can do

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Troubleshooting setup

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Can’t create organization?

• Ensure registration is complete
• Check email verification
• Try refreshing the page

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Settings not saving?

• Verify you have owner/admin role
• Check internet connection
• Try logging out and back in

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Members not seeing data?

• Verify they’ve accepted invitation
• Check their role permissions
• Ensure they’re viewing correct organization

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Best practices

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Choose a clear name

Your organization name appears everywhere. Make it recognizable and professional.

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Set correct timezone

Incorrect timezone causes scheduling confusion. Set it once, correctly.

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Establish roles early

Decide who needs admin access before inviting. It’s easier to grant than revoke.

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Document your structure

Know who’s responsible for what within your organization.

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Next steps