A
Active
A user-facing gig status for events that are ready for normal gig workflows: team management, invitations, notifications, resources, and payments.Addressable Channel
An email address or phone number on a person. Soundcheck needs at least one to deliver an invitation. During operator imports, member rows without either an email or a phone are silently skipped because no invitation can be sent.Admin
A user role with elevated permissions in an organization. Admins can manage gigs, setlists, teams, and members, but cannot access billing or delete the organization. See Roles & Permissions.Audit log
A record of activity across your organization at Settings → Audit log, viewable as a table or timeline, with filters and a CSV/JSON export. See Audit log.Archived
A legacy terminal state you may see on older gigs that were filed away. Current gigs finish their life as Settled or Cancelled; archiving is no longer part of the standard flow. Where the close-out checklist is enforced, archiving follows the same rule as settling.Assignment
The connection between a person and a position for a specific gig. When you assign someone to a position, you create an assignment.Availability Request
A scheduling request asking selected members whether they are available for a day or time window. Responses update the member’s availability calendar.Attachment
A file uploaded to a gig for team reference. Common attachments include contracts, stage plots, and venue maps. Attachments can also be pinned to run of show items. See Files.B
Backup (Call Order)
A secondary assignee for a gig position who may be contacted if the primary assignee declines. Set using call order numbers.Billing Cycle
The recurring period for subscription payments. Options typically include monthly or annual billing.Booking Page
A public web page for your organization where potential clients can learn about your services and submit inquiries. See Booking Page.C
Calendar
The visual schedule view in Soundcheck showing all gigs in month, week, or list format. See Calendar.Call Order
The priority ranking for position assignments. Call order 0 is primary; higher numbers are backups who receive invitations if earlier assignees decline.Call List
A saved configuration of positions and assigned members with priority ordering (call order) that can be quickly applied to new gigs. Define primary and backup members for each position. Pro and above. See Call Lists.City Pack
A ready-made list of well-known venues or hotels in a city you pick. Choose City packs on the Venues page or the Hotels directory to add them, then edit them like any other record. See Starter Pack.Calendar Feed
A private iCal subscription URL that lets a user see Soundcheck gigs in Apple Calendar, Google Calendar, Outlook, or another calendar app.Cancelled
A terminal gig status for a show that was called off. The gig is preserved for your records but marked as never having happened, and payouts not yet initiated are stopped. Cancelling is available from Draft or Active, cannot be undone, and, unlike settling or archiving, is never blocked by the close-out checklist.Chat
Named per-gig text group chats with selected participants, authorized manager oversight, and an SMS bridge for roster members who do not have the app. Direct messages, mentions, and outbound chat attachments are not shipped; inbound attachments can be viewed in the thread. Chat beta is Private Preview for existing beta testers only. See Chat.CheckAI
Soundcheck’s AI assistant. It reads and acts on your live-event data through the same MCP server that powers Claude Code and Cursor, and powers AI file ingestion. CheckAI beta is Private Preview for existing beta testers only; external MCP access is separate. See CheckAI for supported preview features.Client Portal
A dedicated workspace where your invited clients see their own events, contracts, invoices, forms, and a message thread with your team, without joining your organization. Clients are invited from their customer record. See Client portal.Closeout Checklist
The six-step checklist on a gig’s Closeout tab tracking the business back-half of an event: contract signed, quote approved, deposit received, invoice sent, payment received, and feedback logged. Tracking-only by default; organizations can opt in to enforce close-out requirements, which means the blocking steps must be checked off before you can settle or archive (owners and admins can override with a logged reason). See post-event closeout.Completed
A gig status indicating the show has happened and the gig has moved into closeout, ahead of being settled.Contact
The person to reach about a gig, with an Email or Call action. It starts from the linked customer’s primary contact and can be edited per gig. A gig’s Contacts tab (formerly Clients) holds this contact, the linked client, and the show’s day-of contacts.Contract
An event agreement. A Soundcheck agreement is signed inside Soundcheck by one recipient, a musician or a client contact, and produces a signed PDF with a signing receipt. Ordinary attachments can hold a copy signed through your existing process. See Contracts & electronic signing.Crew Offer
One person’s invitation to a shift, carrying their own status (Pending, Accepted, Declined, or Standby) and their own response. An open shift fills first-come up to its number of slots; a job offer goes to a named shortlist and fills when accepted crew meet the Need. Declines never fill a shift. Accepting adds the person to the gig and creates a payable ledger item. See How shifts work.Customer
A person or business that books your organization. Customers are tracked in the CRM and can be linked to gigs.D
Dashboard
The former landing page, now retired in favor of Home. In current Soundcheck, “dashboard” refers to the client portal’s landing page for invited clients.Discovered Lead
A prospective booking Soundcheck shows on the Discovered tab of the Pipeline for you to review. Accept it to add it to your pipeline as a lead, or dismiss it. See Lead discovery.Draft
A gig status for events still being planned before they are published as active.Draft Quote
The first status of a storefront-generated quote, before it’s sent to the prospect. A quote’s lifecycle is Draft → Sent → Accepted or Declined. See Offering storefront.Duration
The length of time for a song, set, or entire setlist. Soundcheck automatically calculates set and setlist durations from individual song durations.E
Mailbox
The unified inbox at/engagements where invitations, crew offers, availability checks, and onboarding prompts land. Every member has a personal My Mailbox; owners, admins, and gig coordinators also get Mailbox at /org-engagements for an org-wide view. See Mailbox.
Also called Engagement in older docs and API paths. Same feature, renamed in the UI.
Engagement
Legacy alias for Mailbox. An umbrella term for any actionable item awaiting a response: an invitation, a crew offer, or an availability request. All share the same statuses and live in My Mailbox at/engagements.
Event
Another term for a gig. See Gig.External Contact
A person on a gig who does not have a Soundcheck account. Organizations that staff with invitations add them with Invite via email. Organizations that staff with shifts use Add someone without an account on the Crew tab, and the person gets the shift by email or text.F
Fee Notes
Additional information about a performance fee, such as payment terms, deposit requirements, or special conditions.G
Gig
A scheduled performance or event managed in Soundcheck. Gigs include details like date, time, venue, team assignments, setlists, and attachments. See Gig Management.Gig Coordinator
An organization role for users who can manage gig operations, setlists, teams, call lists, availability requests, and CRM operations without access to billing, P&L, payouts, or member administration.H
Home
The personalized landing page after sign-in. Home greets you by name and, in a new workspace, shows a guide to your first show and the setup checklist. Your day-to-day picture follows: your next show, the week ahead, what needs attention, and recent activity. Home replaced the retired Dashboard.I
Ingestion (AI file ingestion)
Turning unstructured gig paperwork (contracts, call sheets, riders, emails) into structured records you review before committing. CheckAI Private Preview extracts the proposals for existing beta testers; you select which extracted records to commit. Uploaded files are attached before those records are committed. Produces the same Universal Event Format as imports. See AI file ingestion.Ingestion Batch
A container, limited to one gig, for the files you drop into an ingestion. Each file is analyzed independently; the batch can then merge the per-file proposals into one combined draft.Invitation
A request for someone to join an organization or participate in a gig. Organization invitations add members; gig invitations assign people to positions. See Invitations.Invitation Status
The current state of a gig invitation: Pending, Accepted, Declined, or Standby (a backup waiting in call order).Inventory Assignment
A link between an inventory item and a gig, person, or operational use case. Assignments help track where gear or assets are expected to be. On a gig, assignments make up the Gear tab’s gear list, which flags items that are short for the gig’s dates.K
Kit
An inventory item that holds other items, such as a case of microphones or a bundle with its accessories. Adding a kit to a gig’s gear list books its contents with it. See Inventory.Key
The musical key of a song (C, Am, F#, etc.). Tracked in the song library to help with setlist planning and preparation.Knowledge Base
“How your business works, written down for your agents, and editable by your team.” An editable set of sections at Settings → Gigs → Knowledge base that your organization can turn on. See Knowledge base.L
Labor Call
The house labor a venue or union local supplies for a gig: head counts and call times per department for load-in, show, and load-out. It lives on the gig’s Crew tab and also shows on the Venue tab. Crew see it read-only in the app and on the call sheet. Unlike a shift, a labor call is never sent to anyone.Lead
A potential booking opportunity or inquiry tracked in Soundcheck’s Pipeline. Team plan and above. See Lead Tracking.Lead stage
The current stage of a lead in the sales pipeline: New, Qualified, Quoted, Won, or Lost. Open leads (New, Qualified, Quoted) move between stages via the stage dropdown; Won and Lost are closed outcomes.Lead status
The open-or-closed grouping used in some views: Pending (open leads) or Completed (Won or Lost). Derived from stage: Won and Lost map to Completed; all other stages map to Pending.List View
A calendar display option showing gigs in a chronological scrollable list rather than a visual calendar.M
Media Link
A URL attached to a song pointing to external resources like chord charts, lyrics, audio files, or video references.Member
A person who belongs to a Soundcheck organization. Also refers to the basic user role with limited permissions. See Staff.Merge (Ingestion)
The optional step in AI file ingestion that combines the proposals from several files in a batch into one draft, deduplicating overlaps and flagging conflicts. Each merge carries a merge version; committing a batch must match the version you reviewed, so merging again means you’ll need to review again before you can commit.Month View
A calendar display option showing all gigs within a calendar month grid.N
Notification
An alert informing you of important events like gig invitations, response updates, or schedule changes. Delivered in-app and/or via email. See Notifications.O
Offering
A sellable line in your organization’s catalog (name, rate, cost to you, invoice label, and whether it’s sellable), managed at Offerings. Offerings can be marked to show in your storefront, individually or grouped into a package. See Offerings.Onboarding Flow
A member onboarding path built from form, document, and file-upload steps, configured at Settings → People → Onboarding. New members complete it at/onboarding/org, and admins review completed runs as Onboarding Submissions. See Onboarding flows.
Open Shift
A shift offered to several eligible people at once; the first people to accept, up to the number of slots, fill it, and everyone else lands on standby. See How shifts work.Organization
The foundational unit in Soundcheck representing your band, company, or act. All gigs, setlists, teams, and settings belong to an organization. See Organization Setup.Owner
The highest permission level in an organization with full control including billing, settings, and the ability to delete the organization.P
Package
A group of offerings bundled and priced together, shown as a template on the Offerings page and offered as one line in your storefront. See Offerings.Pending
A status indicating something is awaiting action. A pending invitation hasn’t been responded to; a pending gig may need confirmation.Performance Fee
The compensation amount for a team member’s participation in a gig, specified when making assignments.Pipeline
The page (titled Pipeline at/leads) where inbound leads, sponsor relationships, and discovered prospects are tracked. See Lead tracking.
Portal Form
A client-facing form built and hosted in Soundcheck. It is assigned to a customer, optionally for a specific event, and the response routes back to that customer and event. See Portal forms.Position
A defined functional role within an organization that can be assigned for gigs or member profiles, such as Lead Vocals, Drums, or Sound Engineer. See Positions.Proposal
A single record that AI file ingestion extracts from a file (a schedule item, crew member, ledger item, lead, or event field) that you review and select before it’s committed to the gig.Pro Plan
A Soundcheck subscription tier that adds saved call lists, the Finances page, offerings, and your own branding and email domain on top of Starter. See Subscription plans.Project
A folder that groups related gigs on the Gigs page so a run (a routing, a festival season, a residency) can be managed as a whole, with a financial roll-up (revenue, payouts, net) across every gig inside. Bands, DJs and talent agencies see it called a Tour, venues a Series, and festivals a Festival; owners and admins can set their own word in Settings → Workspace → General. Removing a gig from a project or deleting the project leaves the gigs themselves untouched. See Groups and bulk edits.Profile
Your personal information and settings in Soundcheck, including name, photo, contact info, and position preferences. See Your Profile.Proof of Work
Soundcheck’s term for verified prior contribution that accrues to a member’s profile through actual gig history rather than self-reported credentials. Foundational to the Soundcheck Thesis.Push Notification
Native mobile alerts delivered to iOS and Android devices for time-sensitive events: invitations, crew responses, event-chat messages, gig changes. Per-category toggles live in Notifications; enable and troubleshoot at Push notifications.R
Reputation Graph
The computed history of who has worked with whom, on which gigs, and with what outcome. This history is the foundation of trust-based coordination in Soundcheck. Reputation is a function of verified history, not self-reported claims. See the Soundcheck Thesis.Role
A permission level defining what a user can do in an organization: Owner, Admin, Finance, Gig Coordinator, or Member.Run of Show
A gig’s show-day rundown. It evolved from the old timeline and holds every timed item (load-in, Soundcheck, sets, strike) alongside songs, instructions, notes, and attachments, and exports to PDF with selectable views and fields. Lives on the gig’s Run of Show tab on the web. See Run of show.S
Sample Gig
A draft gig filled in from your business type’s gig template so you can see every part of a gig in use. It shows a Sample badge, never sends invitations, offers, or notifications, and can’t be published or invoiced. Remove it when you’re done, or duplicate it as a real gig. See Explore a sample gig.Setup Checklist
The Set up your workspace card owners and admins see on Home and at the bottom of the sidebar. It lists the areas that fit your business type (gigs, team, positions, gear, songs, venues, and more), shows a percentage, and offers a starter pack, an import, or a manual start for each. It counts as done at 80%. See Set up your workspace.Settled
The final gig status: every crew payable has cleared and the gig is closed on the books. Reached from Completed during closeout.Settlement
The closeout step that confirms all crew payables on a gig have been paid, after which the gig can be marked Settled. See Post-event closeout.Seat Limit
The cap on how many members an organization can have, set by its plan (or a custom arrangement). Invites that would push the organization past the cap are blocked up front, with a message showing the limit and current member count. Gig invitations to external contacts don’t consume seats. See the billing FAQ.Sponsor
A person or organization that supports events, seasons, or campaigns financially or in kind.Sponsor Commitment
An agreed sponsor contribution, such as cash, goods, or services. Sponsor commitments are financial records visible to owners, admins, the Finance role, and members with finance access.Staff vs Crew
Two views of the same organization roster: Staff (Settings → People → Staff) is where owners and admins invite people and manage roles; Crew (the main app’s Crew page) is where day-to-day staffing, availability, and shifts happen. Same people, different context.Standby
The status a person lands on when they accept an open shift after its slots are already filled. If an accepted person later can’t make it, Soundcheck can promote someone from standby. See How shifts work.Storefront
Your organization’s public page (/storefront/<org>) listing sellable offerings and packages. Visitors get a live “Your estimate” range and can submit contact details, which creates a lead (plus a draft quote when they picked priced items). See Offering storefront.
Set
A grouping of songs within a setlist, typically representing a performance segment (e.g., “Opening Set,” “Acoustic Set”). See Building Setlists.Shift
One block of work for one position on one gig: its days, call times, pay, and how many people are needed. A position can hold several shifts on the same gig (load-in, show, strike), including two on the same day. Each person on a shift gets their own offer and answers for themselves. See How shifts work.Need
The number of accepted crew a job offer is looking for. Optional: set it and the shift fills when accepts reach it; leave it blank and the roster is unbounded, with nothing claiming the shift is covered. See How shifts work.Setlist
An organized collection of songs arranged for a performance, divided into sets with order and timing information. See Setlist Management.Song
An entry in your organization’s song library containing title, artist, duration, key, tempo, and media links.Song Library
Your organization’s central repository of all performable songs. See Song Library.Starter Pack
A ready-made set of records you add in one step instead of typing them in: gear for your inventory, songs (optionally with a setlist), Run of Show templates, checklist templates, or offerings. Packs give a new workspace something real to work with before you import your own data, and everything a pack adds is yours to edit. See also City Pack.Status
The current state of an item. A gig moves through the lifecycle Draft → Active → Completed → Settled, with Cancelled and Archived as standalone terminal states, plus Template for reusable structures. Invitation statuses are Pending, Accepted, Declined, and Standby. See the event lifecycle.Stock Location
A place you keep gear, such as a warehouse or a truck. Inventory items hold stock per location, and each line on a gig’s gear list says where it Ships from. See Inventory.Subscription
Your Soundcheck payment plan (Starter, Pro, Team, or Enterprise) determining available features. There is no free plan; organizations without a subscription show No plan and keep Starter’s features and seat limit. See Subscription Plans.T
Team
The group of people assigned to work a specific gig, or generally the people in your organization.Team Plan
A Soundcheck subscription tier above Pro that adds leads, the customer, sponsor, hotel, and inventory directories, integrations, MCP access, exports, the client portal, and more seats. See Subscription plans.Template
A reusable gig structure created from an existing gig. Templates are used to create new draft gigs.Tempo
The speed of a song measured in beats per minute (BPM). Tracked in the song library.Timeline
The simpler, original day-of schedule section on a gig’s Overview tab: a list of segments with a name, start and end time, and notes. New organizations start on Run of Show instead. Older organizations switch from Settings → Gigs → Gig workflow; once they do, every gig’s timeline is copied into its Run of Show and the Timeline section goes away for good. See Run of show.Toolsets (MCP)
Named groups of MCP tools (core, events, staffing, messaging, crm, music, inventory, finance, planning, imports, paperwork, or all) that an MCP client can request to narrow which Soundcheck tools it sees. See Connect your AI to Soundcheck.
Tour
What bands, DJs and talent agencies see a Project called: a folder that groups related gigs with a financial roll-up. Venues see it called a Series, and festivals a Festival.Travel
The page in the sidebar where you see flights, hotel stays, and ground transportation across your gigs. See Travel.U
Universal Event Format (UEF)
The canonical JSON shape that operator data is transformed into before it reaches Soundcheck’s normalized tables. The wizard on Settings → Connected apps → Import & export (/settings/organization/imports), partner sync feeds, and AI file ingestion all emit UEF, so they share writer semantics and dedup behavior. See the UEF reference.
V
Venue
The location where a gig takes place. The venue directory keeps a reusable record per room (address, contacts, notes, and load-in & access logistics like dock, elevator, parking, load-in path, and access code), with a detail page listing every gig at that venue. Enter logistics once and they carry to every gig there. See Venues.W
Week View
A calendar display option showing gigs within a seven-day period with time slots visible.Related guides
- Key Concepts: Core concepts explained
- FAQ: Common questions answered
- Platform tour: Feature walkthrough