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Your organization is the container for everything in Soundcheck — gigs, setlists, positions, members, leads, and settings. This guide covers the settings that live under Organization and where each one lives now that integrations have 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 the Organization area from the sidebar (owners and admins). Settings are grouped into tabs:

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Basic information

1

Set your name and logo

Your organization name and logo appear on invitations, member-facing emails, and your public booking page. Upload a logo for a professional look.
2

Set the timezone

All event times display in this timezone. Set it once, correctly — a wrong timezone causes scheduling confusion across the whole team.
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 they’re consistent across every gig, call list, and onboarding flow.

Positions

Create and manage the position catalog.

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Onboarding

Design what new members do 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 — useful for agencies running 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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Connections (integrations & finance)

Integrations and financial connections live under a single Connections tab in organization settings.
The Connections tab appears when your organization has finance or white-label features enabled — generally on premium/finance plans. Without those, the tab is hidden and there’s nothing to configure there.
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 — playing in multiple bands, managing several acts, or working as both performer and crew.
  • 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 (if premium)

Wire up payouts and any integrations.
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 → Subscription: view the current plan, upgrade or downgrade, update payment methods, and download invoices.

Compare plans

Features and seats by tier.

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Troubleshooting

Connections only appears when finance or white-label features are enabled for your org — typically on premium/finance plans.
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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