> ## Documentation Index
> Fetch the complete documentation index at: https://docs.soundchecklive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Event lifecycle

> Every state a gig moves through — Draft, Active, Completed, Settled, plus Cancelled, Archived, and Template — and the rules that gate each transition.

Every Soundcheck gig moves through a small set of states. Most gigs follow one path — **Draft → Active → Completed → Settled** — but two off-path states exist for the gigs that don't go the distance: **Cancelled** and **Archived**. A separate **Template** state holds reusable gig structures.

The gig's status shows as a pill in the gig header. Clicking it opens the status picker, where the transitions available to you appear as options; the ones you can't take are shown greyed out with the reason why.

## Lifecycle at a glance

```mermaid theme={null}
stateDiagram-v2
    [*] --> DRAFT: Create as draft / use template
    [*] --> ACTIVE: Create active gig
    DRAFT --> ACTIVE: Set to Active (publish)
    ACTIVE --> COMPLETED: Automatic after the event date
    COMPLETED --> SETTLED: Mark settled (gated)
    SETTLED --> COMPLETED: Un-settle (correction)
    DRAFT --> CANCELLED: Cancel gig
    ACTIVE --> CANCELLED: Cancel gig
    ACTIVE --> TEMPLATE: Save as template
    TEMPLATE --> DRAFT: Use template
    COMPLETED --> [*]
    SETTLED --> [*]
    CANCELLED --> [*]
```

<Note>
  **Cancelled and Archived are not the same thing.** Cancelling calls a gig off before it happens and is never gated by close-out. Archiving files away a delivered gig and — when your organization enforces it — is gated by the close-out checklist. See [Cancelled vs. Archived](#cancelled-vs-archived) below.
</Note>

## States

### Draft

A draft gig is still being prepared. Use drafts while details are incomplete, or while you're reviewing a gig created from a template. You can build the whole thing — crew, fees, schedule, notes, setlists — without anyone being paged, because a draft doesn't send invitations on its own.

Draft is a **one-way entry point**: a gig publishes forward to Active and never returns to Draft. See [Draft and publish](/features/gigs/draft-publish).

### Active

An active gig is live for normal operations. Invitations and notifications can go out, the team can respond, the schedule and finances are in play. A gig becomes active either by being created directly as active or by publishing a draft.

<Info>
  An older **Unarchived** state behaves exactly like Active — a gig that was archived and brought back reads and works as an active gig.
</Info>

### Completed

A gig is **Completed** once its event date has passed. This is **automatic** — you don't mark a gig completed by hand. The moment the date passes, the status pill reads *Completed* even if the underlying flip is still catching up, and the gig moves out of active operations and into [closeout](/features/gigs/closeout).

### Settled

**Settled** is the final state of a healthy gig: the show happened and everyone owed on it has been paid. Settling is a manual step for admins and gig coordinators, and it's **gated** — Soundcheck won't let you close the books early. See [What gates settlement](#what-gates-settlement).

If you settle a gig too soon, you can **un-settle** it back to Completed as a correction.

### Cancelled

**Cancelled** means the gig was called off. You can cancel a gig only while it's a **Draft or Active** — a gig that already happened can't be cancelled. Before you confirm, Soundcheck shows a summary of what cancelling will affect (invitations, offers, payouts in flight). Cancelling **cannot be undone**, and it is **never gated by the close-out checklist**.

### Archived

**Archived** is a legacy terminal state for filing away a delivered gig. Archived gigs stay viewable in your history. Archiving is not offered as a button on the close-out tab anymore — treat it as a background/historical state rather than a routine action.

### Template

A template is a reusable gig structure, saved from an existing gig and used to spin up new **Draft** gigs. Templates are best for recurring formats, repeat clients, and standard production packages. See [Templates and duplication](/features/gigs/templates-and-duplication).

<Info>
  Template save/use depends on the **gig templates** feature. If you expect templates but don't see them, [contact support](mailto:support@soundcheck.live).
</Info>

## Transition matrix

| From            | To        | How                                    | Gating                                                                                                                            |
| --------------- | --------- | -------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| —               | Draft     | Create as draft, or use a template     | —                                                                                                                                 |
| —               | Active    | Create without saving as draft         | —                                                                                                                                 |
| Draft           | Active    | **Set to Active** in the status picker | Confirmation — sends invites and notifies the team; one-way, no return to draft                                                   |
| Active          | Completed | Automatic once the event date passes   | None — not a manual action                                                                                                        |
| Completed       | Settled   | **Mark settled** in the status picker  | All payouts settled in Finances **and** (if enforced) the close-out checklist complete — admins can override with a logged reason |
| Settled         | Completed | **Un-settle** (admin / coordinator)    | Correction only                                                                                                                   |
| Draft or Active | Cancelled | **Cancel gig** in the status picker    | Confirmation only — never gated by close-out; shows what it affects                                                               |
| Active          | Template  | **Save as template**                   | Gig templates feature                                                                                                             |
| Template        | Draft     | **Use template**                       | Gig templates feature                                                                                                             |

## What gates settlement

Settling is the one transition with real guardrails, because it closes a gig on the books. To mark a gig **Settled**, all of the following must be true:

<Steps>
  <Step title="The event has taken place">
    Settlement only becomes available after the event date — a gig has to be Completed first.
  </Step>

  <Step title="Every payout is settled">
    All crew payouts on the gig must have cleared. If any are still processing, the option reads *"Settle all payouts in Finances first."* See [payments](/features/gigs/payments).
  </Step>

  <Step title="The close-out checklist is complete (if your org enforces it)">
    When your organization turns on close-out enforcement, the settle-blocking checklist steps must be checked off. Until then, the option reads *"Complete N close-out step(s) first."*
  </Step>
</Steps>

Organization owners and admins can **override** a blocked checklist and settle anyway — but the override requires a written reason, which is recorded on the gig's close-out log. Coordinators without override permission see the settle option disabled with the count of steps still outstanding. Full detail lives in [post-event closeout](/features/gigs/closeout).

## Cancelled vs. Archived

Both are terminal, but they mean different things and follow different rules:

|                  | **Cancelled**               | **Archived**                                         |
| ---------------- | --------------------------- | ---------------------------------------------------- |
| Meaning          | The gig was called off      | A delivered gig, filed away                          |
| Available from   | Draft or Active only        | Historical / background state                        |
| Close-out gating | **Never** gated             | Gated by the archive checklist when enforced         |
| Reversible       | No                          | The gig stays viewable; an unarchive reads as Active |
| Typical use      | A booking that fell through | Long-term record-keeping                             |

## Permissions

Owners, admins, and gig coordinators manage lifecycle actions. Settling, un-settling, and cancelling need management access; the checklist **override** needs owner/admin. Template save and use additionally depend on the gig templates feature. Anyone invited to a gig can view its status.

## What copies from templates and duplicates

When a gig is duplicated or created from a template, Soundcheck can carry over:

* Schedule and timing, rebased to the new date
* Setlists and songs
* Task phases and tasks
* Venue and resource details
* Crew invitation structure
* Notes and payment setup where applicable

Copied invitations stay **draft and unsent** until you decide to send them.

<CardGroup cols={3}>
  <Card title="Draft and publish" icon="rocket" href="/features/gigs/draft-publish">
    Prepare a gig, then set it Active.
  </Card>

  <Card title="Post-event closeout" icon="circle-check" href="/features/gigs/closeout">
    The checklist, settle gate, and reviews.
  </Card>

  <Card title="Templates and duplication" icon="copy" href="/features/gigs/templates-and-duplication">
    Reuse gig structures safely.
  </Card>
</CardGroup>
