Overture Docs

Help Topics

• Getting Started

  Series of videos covering the basics. Adding contacts, tasks and bookings. Best practices and how to get around.

  • Getting Started 1 – General Setup
  • Getting Started 2 – Contacts
  • Getting Started 3 – Bookings
  • Getting Started 4 – Classical Bookings
  • Getting Started 5 – Contracts & Invoices
  • Getting Started 6 – Tasks
• Security & Data Protection

  All articles related to keeping your account as secure as possible. Best practices and keeping control or user access.

  • Overture Security Updates
  • External Document Visibility in Overture
  • Page Loading Speed Issues – DNS Cache
  • Data Protection Information
  • Deleting Users
  • Can an External User See Further Information?
• Contacts

  People, Companies and Groups/Artists/Act's. How they work how to set them up and most used features.

  • Add New Group/Act/Artist Member To Bookings
  • Adding External Users to Overture
  • Advanced Tag Search
  • Creating & Updating Media Pages
  • Contact Notifications
  • Sending Contact Update Requests
• Bookings

  The main event! Overture has a HUGE amount of features for your booking processes find more information here.

  • Booking Tags
  • Promoter Info Requests
  • Booking Checklists
  • Further Information Fields
  • Contract Clauses
  • Radius Check
• Calendar

  One of the most important parts of the system. Find out how it works and how it can work for your artists.

  • Subscribe To Overture Calendars
  • Import Existing Google/Apple Calendar into Overture
  • Using The Calendar Key
  • Sharing Artist Diaries Between Overture Accounts
  • Importing an Apple Calendar webcal feed
  • Booking And Calendar Event Statuses
• Outbox

  Setup your Overture outbox properly and you'll never look back. Create custom messages and learn about message types.

  • Using Email Placeholders
  • Custom Messages
  • Setting Up The Overture Outbox
  • Overture Mail Features
  • Setup Automated Reminders
  • Setup Automated Messages
• Tasks

  Simple but effective. Tasks in Overture can be added to both contacts and bookings with automation in the settings.

  • Setup Task Categories
  • Default Tasks For Bookings & Events
  • Reassign Overdue Tasks
  • Adding Tasks
  • Filtering Your Task List
• Integrations

  It's all about API's these days. Find out what other services play nicely with Overture and how to connect them.

  • Integrating Web Forms With Overture API
  • Hellosign Electronic Signatures
  • Dropbox Integration
  • Issues with Google Calendar and Overture ICS feeds
  • Stripe Payments
  • Calendar Integrations
• Financial Management

  Financial Management in Overture encompasses a powerful set of tools and features designed to streamline the tracking, management, and optimization of your agency’s revenue streams.

  • How To Log Payments In Overture
  • Delete Logged Payment
  • Logging Payments including Withholding Tax
  • Setting and Storing Currency Conversion Rates in Overture
  • Expense Types
  • Displaying Withholding Tax (WHT) on a Statement
• Reports

  Overture provides a comprehensive suite of tools to generate, analyze, and export data, offering insights into bookings, financials and performance to streamline agency operations.

  • The Bookings Report
  • Booking Details Report
  • Enhanced Repertoire Report
  • Payments Report
  • Adding Movements or Roles to a Repertoire Work
  • Availability Report