# Soundcheck

> Soundcheck helps production companies, entertainment agencies, and bands coordinate crews, equipment, venue details, and show schedules, from load-in through load-out and settlement.

CheckAI beta and Chat beta are Private Preview for the existing beta tester group only. Signup, paid plans, upgrades, support requests, public demos, and external MCP connections do not grant access.

## Start here

- [Soundcheck: the live event operations platform](https://docs.soundchecklive.io/index.md): Soundcheck helps production companies, entertainment agencies, and bands coordinate crews, equipment, venue details, and show schedules, from load-in through load-out and settlement.
- [What is Soundcheck?](https://docs.soundchecklive.io/getting-started/overview.md): Soundcheck is a live event operations platform for production companies, entertainment agencies, and bands. Coordinate crew, venue logistics, equipment, and shows.
- [Signup and organization setup](https://docs.soundchecklive.io/getting-started/signup-and-org-setup.md): Walk through the org-first sign-up wizard, what happens after account verification, inviting members, and creating your first gig.
- [Key concepts](https://docs.soundchecklive.io/getting-started/key-concepts.md): Core terminology and concepts you need to use Soundcheck
- [Your first 7 days](https://docs.soundchecklive.io/getting-started/first-7-days.md): A step-by-step onboarding path from Home and your profile to a fully staffed first gig.
- [Getting started](https://docs.soundchecklive.io/faq/getting-started.md): Common questions about accounts, organizations, your Home page, Mailbox, and first steps in Soundcheck.
- [Subscription plans](https://docs.soundchecklive.io/subscriptions/plans.md): Free through Enterprise. Seat limits, what's included, and how to pick a tier.
- [Feature comparison](https://docs.soundchecklive.io/subscriptions/feature-comparison.md): Side-by-side breakdown of what's on Free, Pro, Team, and Enterprise.

## AI & MCP

- [Soundcheck product facts](https://docs.soundchecklive.io/ai-info.md): What Soundcheck does for production companies, entertainment agencies, and bands: venue logistics, staffing, platform limits, and Private Preview access.
- [CheckAI — Private Preview](https://docs.soundchecklive.io/features/ai/overview.md): Ask about live-event records and review proposed updates with CheckAI, Soundcheck's assistant for the existing beta tester group.
- [AI file ingestion — Private Preview](https://docs.soundchecklive.io/features/ai/file-ingestion.md): Review structured proposals from gig paperwork with CheckAI file ingestion, available only to the existing beta tester group.
- [Connect your AI to Soundcheck (MCP)](https://docs.soundchecklive.io/integrations/mcp-server.md): Point Claude, Cursor, or any MCP client at your Soundcheck data: read your gigs, crew, and finances and run everyday live-event work in plain language.
- [Claude connector](https://docs.soundchecklive.io/integrations/mcp-claude.md): Connect Claude.ai or Claude Desktop to Soundcheck over MCP: directory listing when available, or a custom connector with the live member URL today.
- [ChatGPT plugin](https://docs.soundchecklive.io/integrations/mcp-chatgpt.md): Connect ChatGPT or Codex to Soundcheck over MCP: OpenAI directory plugin when available, or paste the live member URL as a custom MCP today.
- [Cursor](https://docs.soundchecklive.io/integrations/mcp-cursor.md): Connect Cursor to Soundcheck over MCP with Tools & MCP (or mcp.json). No Marketplace plugin yet; use the live member or public URL.
- [Claude Code](https://docs.soundchecklive.io/integrations/mcp-claude-code.md): Add Soundcheck to Claude Code with one CLI command. Live member and public MCP URLs on mcp.soundchecklive.io.
- [MCP discovery and connection options](https://docs.soundchecklive.io/integrations/mcp-discovery.md): Choose the public or member Soundcheck MCP endpoint, find client setup guides, and understand registry and directory availability.
- [Instant event quotes over public MCP](https://docs.soundchecklive.io/integrations/mcp-server.md#public-discovery): For live-event pricing, call `quote_event` on `https://mcp.soundchecklive.io/public/mcp` (no login): a loose event description returns a synthetic-labeled estimate range, category breakdown, assumptions, confidence, missing information, pricing evidence, and a `quote_id` to refine. Numbers come from a versioned pricing catalog and deterministic engine, never a model.

## Features

- [Features overview](https://docs.soundchecklive.io/features/index.md): An overview of Soundcheck's features across gigs, crew, setlists, contracts, CRM, and the mobile app.
- [Your Profile](https://docs.soundchecklive.io/features/user-guide/profile.md): Manage your identity, positions, payout setup, earnings history, and calendar sync in Soundcheck
- [Notifications](https://docs.soundchecklive.io/features/user-guide/notifications.md): Stay informed about gig invitations, team updates, and important changes
- [Public Booking Page](https://docs.soundchecklive.io/features/user-guide/booking-page.md): Allow potential clients to view your information and submit inquiries
- [The Home page](https://docs.soundchecklive.io/features/dashboard.md): Your personalized landing page for your organization, with greeting, quick actions, at-a-glance stats, recent activity, and finance roll-ups.
- [Rounds](https://docs.soundchecklive.io/features/rounds.md): A Home-page digest of every open item across your org's gigs, bucketed by urgency: what needs action today, this week, and what's worth watching.
- [Gig management overview](https://docs.soundchecklive.io/features/gigs/overview.md): The Gigs board, the tabbed gig detail, and the full lifecycle for how you advance, staff, and settle every show your team runs.
- [Creating gigs](https://docs.soundchecklive.io/features/gigs/creating-gigs.md): Create a gig in Soundcheck with a name and date, optional venue and multi-day dates, then build it out into a staffed event.
- [Draft and publish](https://docs.soundchecklive.io/features/gigs/draft-publish.md): Prepare a gig before it goes live, including the event-level Draft state and publishing to Active.
- [Templates and duplication](https://docs.soundchecklive.io/features/gigs/templates-and-duplication.md): Reuse run of show, task, and team templates, or start a new gig from a complete saved plan. Build on your organization's experience with every show.
- [Projects](https://docs.soundchecklive.io/features/gigs/tours.md): Group related gigs into a project (a tour for bands, a series for venues) and roll up revenue, payouts, and net across the whole run.
- [Travel](https://docs.soundchecklive.io/features/travel/overview.md): Record flights, hotel stays, vehicles, and rides for your gigs, import flights from Brex Travel, and see all travel on one page.
- [Building teams for gigs](https://docs.soundchecklive.io/features/gigs/team-building.md): Staff a gig from your organization's positions. Send invitations from Manage Team, or post crew offers each recipient responds to individually.
- [Assigning people to run a gig](https://docs.soundchecklive.io/features/gigs/assignees.md): Put named org members in charge of a show (staffing, tasks, run of show, or finances) and filter your gigs list by who owns what.
- [How shifts work](https://docs.soundchecklive.io/features/gigs/staffing-shifts.md): The full reference for crew shifts: statuses, seats, per-day responses, what stays editable after you send, and what happens when someone declines.
- [Run of Show](https://docs.soundchecklive.io/features/gigs/run-of-show.md): Build the minute-by-minute flow of a gig: songs, announcements, breaks, and notes in ordered sections, with autosave, conflict handling, and PDF export.
- [Gig payments](https://docs.soundchecklive.io/features/gigs/payments.md): Pay crew from a gig by direct deposit (ACH) or card. Connect and verify a bank account with micro-deposits, then send and track payouts from the Finances tab.
- [Open items](https://docs.soundchecklive.io/features/gigs/open-items.md): Every gig shows what still needs doing (unanswered invites, unpaid payouts, unsigned contracts, overdue tasks) as a header chip and tab badges.
- [Post-event closeout](https://docs.soundchecklive.io/features/gigs/closeout.md): Close a gig out after the show. Work the close-out checklist, clear what's required to settle the money, and capture reviews.
- [Forwarded confirmations](https://docs.soundchecklive.io/features/gigs/forwarded-confirmations.md): Forward booking confirmations to your organization's forwarding address and review them in your inbox before adding the details to a gig.
- [Contracts & electronic signing](https://docs.soundchecklive.io/features/contracts/overview.md): Create musician and client agreements, sign in Soundcheck, and download signed PDFs.
- [Client portal](https://docs.soundchecklive.io/features/client-portal/overview.md): Give clients a branded, secure home for their events (contracts, invoices, forms, and updates) mapped to their record in your CRM.
- [Inviting clients](https://docs.soundchecklive.io/features/client-portal/inviting-clients.md): Preview a client's portal, send a secure invitation from their customer record, and understand how portal access is granted.
- [Contracts, invoices & forms](https://docs.soundchecklive.io/features/client-portal/contracts-invoices-and-forms.md): Review invoices, complete forms, and follow portal updates. Clients can review and sign agreements shared with them.
- [Setlist management overview](https://docs.soundchecklive.io/features/setlists/overview.md): Plan performances with drag-and-drop setlists, a reusable song library, and per-gig run-of-show in one Music Management workspace.
- [Building Setlists](https://docs.soundchecklive.io/features/setlists/building-setlists.md): Create organized setlists for your performances
- [Song Library](https://docs.soundchecklive.io/features/setlists/song-library.md): Your organization's catalog of songs for setlist management
- [Calendar](https://docs.soundchecklive.io/features/calendar.md): Visualize and manage your schedule with Soundcheck's calendar views
- [Mailbox](https://docs.soundchecklive.io/features/engagements/overview.md): One inbox for invitations, crew offers, and availability requests
- [Personal availability](https://docs.soundchecklive.io/features/availability/personal-availability.md): Mark when you are available or unavailable for organization scheduling
- [Crew availability calendar](https://docs.soundchecklive.io/features/availability/crew-calendar.md): Review crew availability and accepted bookings before assigning people to a show.
- [Availability requests](https://docs.soundchecklive.io/features/availability/availability-requests.md): Ask specific crew members whether they're free for a date or time window, and collect their answers in one place.
- [Crew calendar workflows](https://docs.soundchecklive.io/features/availability/crew-calendar-workflows.md): Practical patterns for reading the crew calendar, sending availability requests, acting on responses, and staffing crew from the People workspace.
- [Managing a touring lineup](https://docs.soundchecklive.io/features/availability/managing-touring-lineup.md): Keep a run of shows staffed when the lineup changes leg to leg: subs, rotations, and conflict detection, built on availability and the Tours feature.
- [Chat — Private Preview](https://docs.soundchecklive.io/features/chat/overview.md): Coordinate a gig in named text group chats with selected participants and authorized manager oversight. Available only to the existing beta tester group.
- [Mobile app overview](https://docs.soundchecklive.io/features/mobile/overview.md): How the Soundcheck mobile app is laid out, the four tabs, what every account gets, and what your organization can turn on.
- [Install the mobile app](https://docs.soundchecklive.io/features/mobile/installation.md): Install Soundcheck from the App Store or Google Play, grant the right permissions, and sign in.
- [Push notifications](https://docs.soundchecklive.io/features/mobile/push-notifications.md): Turn on push notifications, choose which categories you want to hear about, and troubleshoot silent pushes.
- [Offline and sync](https://docs.soundchecklive.io/features/mobile/offline-and-sync.md): What the Soundcheck mobile app caches for offline use, how edits sync when you reconnect, and what to expect when reception is bad at a venue.
- [Tasks](https://docs.soundchecklive.io/features/tasks.md): Save reusable task steps and notes, then give each gig its own checklist with fresh assignments and progress.
- [Payments](https://docs.soundchecklive.io/features/payments.md): How money moves in Soundcheck: connect and verify a bank account, onboard crew for payouts, send gig payments, and track history.
- [Offerings](https://docs.soundchecklive.io/features/offerings/overview.md): Build a catalog of sellable offerings and packages, start from a starter pack, and mark what shows in your storefront.
- [Offering storefront](https://docs.soundchecklive.io/features/offerings/storefront.md): Publish a public storefront with a live instant estimate. Every request becomes a lead; requests with priced selections also get a draft quote.
- [Files and attachments](https://docs.soundchecklive.io/features/files.md): Attach documents to a gig, manage organization assets, and distinguish ordinary files from CheckAI extraction and E-sign.
- [Import your data and start running](https://docs.soundchecklive.io/features/imports/overview.md): Bring crew, venues, clients, songs, and gigs in, then run from the records you loaded
- [Export a workspace and restore it](https://docs.soundchecklive.io/features/imports/workspace-export.md): Download the workspace as one import file (UEF 2.0) and CSVs, then restore it on Settings → Data & knowledge → Imports or import that file
- [Coming from another system](https://docs.soundchecklive.io/features/imports/coming-from.md): Move roster, songs, and gigs from Planning Center, Back On Stage, Master Tour, Stagera, or LASSO via CSV. No native connector
- [Coming from Planning Center](https://docs.soundchecklive.io/features/imports/coming-from-planning-center.md): Export Planning Center people and songs as CSV, then import crew, songs, setlists, and services as gigs
- [Coming from Back On Stage](https://docs.soundchecklive.io/features/imports/coming-from-back-on-stage.md): Reuse Back On Stage Members and Bookings sheet templates, then import crew, songs, and events
- [Coming from Master Tour / Eventric](https://docs.soundchecklive.io/features/imports/coming-from-master-tour.md): Download Master Tour 3 desktop, export Personnel CSV for crew, and use Eventric help for Tour Details until Mac/Windows
- [Coming from Stagera](https://docs.soundchecklive.io/features/imports/coming-from-stagera.md): Export Stagera crew, jobs, and inventory as CSV/XLSX (or dump via their OpenAPI), then import through Assets
- [Coming from LASSO / Shoflo](https://docs.soundchecklive.io/features/imports/coming-from-lasso.md): Bring LASSO ops sheets and Shoflo rundown CSV into Soundcheck via Organization Imports. No native connector
- [The Soundcheck import file](https://docs.soundchecklive.io/features/imports/universal-event-format.md): One JSON file that moves all of a workspace's data into or out of Soundcheck, also called UEF (Universal Event Format); used by the importer, workspace exports, partner feeds and AI agents
- [Import file fields (version 2.0)](https://docs.soundchecklive.io/features/imports/import-format-reference.md): Every field an import file (UEF 2.0) accepts, with its type, whether it is required, whether it is stable and an example for each kind of record; built from the same source as get_import_format
- [Import file stability and versioning](https://docs.soundchecklive.io/features/imports/import-format-stability.md): What we promise not to break in the import file (UEF): only additions within a major version, what Stable and Preview mean, the deprecation window and notice channel, and how check_import_file reports schema_version
- [How to import and export](https://docs.soundchecklive.io/features/imports/import-export-guide.md): Check, preview and import an import file (UEF) (check_import_file, preview_import_file, import_file), export a workspace (export_workspace), map a CSV, and read check results
- [Calendar feed subscription](https://docs.soundchecklive.io/features/calendar-feed-subscription.md): Subscribe to your Soundcheck gigs from Apple Calendar, Google Calendar, or Outlook

## Organization & CRM

- [Organization setup](https://docs.soundchecklive.io/organization/setup.md): Configure your organization: the foundation for gigs, teams, positions, onboarding, and integrations.
- [Managing organization members](https://docs.soundchecklive.io/organization/members.md): Add, manage, and organize your team roster, including seat limits, invitations at the cap, and the manual-onboarded override.
- [Roles and permissions](https://docs.soundchecklive.io/organization/roles-permissions.md): The four organization roles (Owner, Admin, Gig Coordinator, and Member) and exactly what each one can do.
- [Invitations](https://docs.soundchecklive.io/organization/invitations.md): Bring people into your organization and staff specific gigs, including the draft-vs-sent model, delivery-status badges, and resending.
- [Onboarding flows](https://docs.soundchecklive.io/organization/onboarding-flows.md): Build member onboarding flows from form, document, and file-upload steps, and review completed submissions.
- [Admin logs](https://docs.soundchecklive.io/organization/admin-logs.md): Review a table or timeline of activity across your organization, filter it, and export to CSV or JSON.
- [Knowledge base](https://docs.soundchecklive.io/organization/knowledge-base.md): Write down how your business works so both your organization's agents and your team can reference it.
- [Team management overview](https://docs.soundchecklive.io/organization/teams/overview.md): Reusable roster templates you can drop onto a new gig, plus positions, members, and staffing.
- [Positions](https://docs.soundchecklive.io/organization/teams/positions.md): Define the roles members fill for your gigs, and keep names consistent across onboarding, call lists, staffing, and imports.
- [Call lists](https://docs.soundchecklive.io/organization/teams/call-lists.md): Saved team configurations with priority ordering for efficient gig staffing
- [Customers](https://docs.soundchecklive.io/crm/customers.md): Keep one shared record for every client (contacts, gig history, linked venues) and invite them to your client portal.
- [Venues](https://docs.soundchecklive.io/crm/venues.md): Save venue contacts, stage specifications, house equipment, and access defaults; use show-specific overrides on linked gigs.
- [Sponsors](https://docs.soundchecklive.io/crm/sponsors.md): Track sponsors, commitments, and sponsor relationships in Soundcheck CRM
- [Sponsor intake](https://docs.soundchecklive.io/crm/sponsor-intake.md): Collect sponsor interest through a public intake form attached to your organization.
- [Inventory](https://docs.soundchecklive.io/crm/inventory.md): Track reusable gear, assign it to gigs, and see what's out and what's available from the directory or right on the gig.
- [Lead tracking](https://docs.soundchecklive.io/crm/leads/overview.md): Capture booking inquiries, keep the pipeline organized, and convert qualified leads into gigs and customers.
- [Lead discovery](https://docs.soundchecklive.io/crm/leads/lead-discovery.md): Review prospects Soundcheck shows on the Discovered tab and accept them into your pipeline, or dismiss them.
- [Lead intake](https://docs.soundchecklive.io/crm/leads/lead-intake.md): Capture booking inquiries with your organization's public booking form, with or without online offerings.
- [Converting leads](https://docs.soundchecklive.io/crm/leads/converting-leads.md): Turn a qualified lead into a gig and a customer in one flow, and understand where HubSpot- and Flex-sourced opportunities fit.

## Integrations

- [Integrations overview](https://docs.soundchecklive.io/integrations/index.md): How Soundcheck connects with AI agents, CRM and automation tools, and calendar apps.
- [Slack](https://docs.soundchecklive.io/integrations/slack.md): Create a private Slack channel for a gig, with crew added and removed automatically as staffing changes (coming soon).
- [Google Drive & Dropbox](https://docs.soundchecklive.io/integrations/google-drive-dropbox.md): Bring gig files in from Google Drive or Dropbox as a folder that stays in sync (coming soon).
- [QuickBooks](https://docs.soundchecklive.io/integrations/quickbooks.md): Connect QuickBooks Online so your Soundcheck payouts, invoices, and income sync for reconciliation.
- [n8n CRM sync](https://docs.soundchecklive.io/crm/integrations/n8n-crm-sync.md): Sync external CRM data into Soundcheck through a signed n8n webhook
- [HubSpot ↔ Flex pipeline](https://docs.soundchecklive.io/crm/integrations/hubspot-flex-pipeline.md): Keep HubSpot deal stages, Flex quotes, and Soundcheck gigs in lockstep through a signed n8n sync (coming soon).
- [Portal forms](https://docs.soundchecklive.io/crm/integrations/portal-forms.md): Embed branded intake forms (lead capture, event questionnaires, and feedback) and have responses flow straight into Soundcheck.

## Tips & workflows

- [How to plan venue logistics for a show](https://docs.soundchecklive.io/faq/workflows/venue-logistics.md): Prepare production contacts, stage specs, house equipment, load-in and load-out, then share show-specific access instructions with your crew.

- [Billing & Subscriptions](https://docs.soundchecklive.io/faq/billing.md): Plans, seat limits, upgrades, payments, and organization billing.
- [Tips & tricks](https://docs.soundchecklive.io/faq/index.md): Answers and workflows for Soundcheck, plus links to troubleshooting.
- [Gigs & Events](https://docs.soundchecklive.io/faq/gigs.md): Common questions about creating, editing, cancelling, closing out, and organizing your gigs in Soundcheck.
- [Setlists & Songs](https://docs.soundchecklive.io/faq/setlists.md): Common questions about building setlists, managing your song library, and organizing your repertoire.
- [Teams and invitations](https://docs.soundchecklive.io/faq/teams.md): Invites, seat limits, positions, call lists, and gig assignments.
- [Quick 5-minute gig setup](https://docs.soundchecklive.io/faq/workflows/quick-gig-setup.md): Copy-paste flow from "I have a new gig" to "the crew has been invited" in about five minutes, plus common pitfalls.
- [How to staff a gig](https://docs.soundchecklive.io/faq/workflows/how-to-staff-a-gig.md): Create a gig, fill positions from your roster, send invitations or crew offers, and track accepts in Mailbox
- [Crew scheduling for bands](https://docs.soundchecklive.io/faq/workflows/crew-scheduling-for-bands.md): Schedule touring and local band crews across dates with tours, availability, call lists, subs, and offers
- [Managing a touring band's lineup](https://docs.soundchecklive.io/faq/workflows/touring-band-lineup.md): Set up a tour folder once, check availability across the run, rotate the lineup per show with call lists and offers, and settle each leg.
- [Lead to booked gig](https://docs.soundchecklive.io/faq/workflows/lead-to-booked-gig.md): Capture an inquiry, qualify it, convert it to a gig and customer, record the agreement, and put the client in the portal.
- [Closeout and payouts](https://docs.soundchecklive.io/faq/workflows/closeout-and-payouts.md): After the show: mark the gig completed, clear the close-out checklist, pay the crew over ACH or card, and close the books as Settled.
- [Importing your season](https://docs.soundchecklive.io/faq/workflows/importing-your-season.md): Bring a whole book of business into Soundcheck: spreadsheets, paperwork, recurring sync, or clone a sandbox workspace zip.

## Use cases

- [Entertainment agencies](https://docs.soundchecklive.io/use-cases/entertainment-agency.md): Coordinate multiple acts and bookings with separate gig rosters, venue details, call times, and payouts.

- [Use cases](https://docs.soundchecklive.io/use-cases/index.md): How production companies, entertainment agencies, bands, venues, corporate event teams, and freelance crew run on Soundcheck.
- [Live event staffing software](https://docs.soundchecklive.io/use-cases/live-event-staffing-software.md): Soundcheck is live-event staffing software for orgs with a roster: positions, invitations, call lists, availability, and payouts
- [Live event staffing software in 2026](https://docs.soundchecklive.io/use-cases/live-event-staffing-software-2026.md): A practical checklist for evaluating staffing software against your crew, venue, show schedule, and payment workflows.
- [Event production software](https://docs.soundchecklive.io/use-cases/event-production-software.md): Soundcheck is event production software for production companies and AV crews: staffing, venue and load-in details, run of show, gear, and closeout on one gig record.
- [Event crew management software](https://docs.soundchecklive.io/use-cases/event-crew-management-software.md): Soundcheck is event crew management software for production companies, AV crews, and entertainment agencies: roster, positions, invitations, availability, crew offers, and payouts.
- [Run of show software](https://docs.soundchecklive.io/use-cases/run-of-show-software.md): Soundcheck's run of show lives on the gig with the crew, venue, and files: sections and cues, multi-day rundowns, templates, autosave, and PDF export.
- [Touring bands](https://docs.soundchecklive.io/use-cases/touring-band.md): How touring bands manage lineups, schedules, setlists, and crew across a tour in Soundcheck.
- [Production companies](https://docs.soundchecklive.io/use-cases/production-company.md): Coordinate crews, equipment, venue details, and show schedules in Soundcheck, from load-in through load-out and closeout.
- [Venue operations](https://docs.soundchecklive.io/use-cases/venue-operations.md): Manage a venue's event calendar, reusable production details, crew, and show-specific access instructions in Soundcheck.
- [Corporate & private events](https://docs.soundchecklive.io/use-cases/corporate-private-events.md): How teams running corporate and private events plan, staff, and deliver events in Soundcheck.
- [Freelance crew](https://docs.soundchecklive.io/use-cases/freelance-crew.md): How crew members field offers, manage availability, track gigs, and get paid in Soundcheck.

## Reference

- [Event lifecycle](https://docs.soundchecklive.io/reference/event-lifecycle.md): Every state a gig moves through (Draft, Active, Completed, Settled, plus Cancelled, Archived, and Template) and what it takes to move from one to the next.
- [Troubleshooting](https://docs.soundchecklive.io/reference/troubleshooting.md): Common fixes for sign-in, notifications, gigs, invitations, payouts, and mobile.
- [Glossary](https://docs.soundchecklive.io/reference/glossary.md): Plain-language definitions for terms used in Soundcheck
- [Changelog](https://docs.soundchecklive.io/changelog.md): Recent updates and changes to the Soundcheck platform