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Add New Group/Act/Artist Member To Bookings

As acts, artists, or groups evolve over time, you may need to add new members to bookings or remove existing ones. Overture simplifies this process to ensure seamless updates to your records.

In this guide, we refer to these contacts as “Groups,” though your Overture account may use a different term, such as “Artists” or “Acts.”

Preparing the New Contact

Start by ensuring the new contact is included in the “Group” contact record in Overture. This step is essential for linking the contact to the relevant group. For instructions of how to do this, please see this page:

Adding New Contacts

Accessing the Group Record

Navigate to the Group record for the contact. In the sidebar under the “People” section, click “Show All” to display all current members of the Group.

Locate the silhouette icon next to the contact name on the right-hand side to access the contact-specific options menu.

Updating Bookings

The options menu under the “Actions” section offers four choices:
  • Add to all [GROUP NAME] bookings: Adds the new contact to all existing and future bookings for the Act.
  • Add to all future [GROUP NAME] bookings: Adds the contact only to future bookings.
  • Remove from all [GROUP NAME] bookings: Removes the contact from all existing and future bookings.
  • Remove from all future [GROUP NAME] bookings: Removes the contact only from future bookings.
Select the desired action and click “Save.”. Once completed, you will receive an email confirmation that the contact has been successfully added or removed from bookings.

Important Note

If you remove a member from a Group without first removing them from all associated bookings, they will still be able to view and receive notifications for any existing bookings they were previously included in. To fully remove a contact from the Group, ensure they are removed from all bookings as part of this process.
By following these steps, you can efficiently manage changes to your Groups, ensuring that all bookings and notifications remain accurate and up-to-date.

Updated on December 19, 2024

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