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Your organization holds everything in Soundcheck: gigs, setlists, positions, members, leads, and settings. This page walks through what lives under Organization in the sidebar, including where integrations sit now that they’ve moved into settings.

New here?

If you haven’t created an account and org yet, start with Signup and organization setup.

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Where settings live

Open Organization from the sidebar (owners and admins). Settings are grouped into tabs:
The personal /settings page covers Appearance only. Owners manage engagement notification defaults under Settings → Organization → Notifications (/settings/organization/notifications), not from org Mailbox shortcuts. Subscription billing lives under Settings → Organization → Billing (/settings/organization/billing), not Settings → Subscription.

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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 those surfaces to look 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 Profile tab 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.

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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 → Organization → Positions (/settings/organization/positions). The Teams page is for roster templates (+ New template), not the position catalog.

Positions

Create and manage the position catalog.

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Onboarding

Decide what new members complete when they join. Steps can collect profile details, positions, custom fields, and documents.

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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.
Each onboarding form step supports a single phone-verification field.

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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.

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Departments

When the Departments feature is enabled for your org, a Departments tab lets you group members into bands or departments within a single organization. Handy if you run several acts under one roof.
Departments is a gated feature. If you don’t see the tab, it isn’t turned on for your organization.

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Comms & intake

In organization settings, Comms & intake is Notifications only. It does not include Open Intake Form or Copy Embed. Those actions live on the Leads pipeline for Team and Enterprise. Free operators cannot open Leads, so they have no in-app copy of /lead-intake/{organizationId}.

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Connections, integrations, and finance

Integrations and financial connections live under Settings → Organization → Connections (/settings/organization/connections).
The Connections page can show integration cards such as QuickBooks, HubSpot, and Flex Connect even when nothing is connected yet. Do not assume the page only exists on finance or white-label plans, and do not expect a redirect to the organization profile when finance is off.
Connections is where you wire up:
  • Financial connections: the payout setup that powers gig payments
  • Integrations: external services connected to your org

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.

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Multi-organization

You can belong to several organizations: multiple bands, several acts, or both performer and crew hats.
  • Use the organization selector 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.

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Setup checklist

1

Profile

Name, logo, timezone, contact details.
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

Connections

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.

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Managing your subscription

Owners manage the plan and billing from Settings → Organization → Billing (/settings/organization/billing): view the current plan, upgrade or downgrade, update payment methods, and download invoices. Manage Subscription opens the Stripe customer portal. Do not send people to Billing from the personal /settings page.

Compare plans

Features and seats by tier.

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Troubleshooting

Confirm you are an owner or admin and open Settings → Organization → Connections. If the page is missing for your role, ask your account owner.
Departments is a gated feature and isn’t enabled for every org.
Confirm you have an owner or admin role, and that you’re viewing the correct organization.

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Next steps

Managing members

Roster, seats, and onboarding

Roles & permissions

Who can do what

Positions

The role catalog

Subscription plans

Features by tier

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