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Getting Started 1 – General Setup

Welcome to Overture! Setting up your account properly will help ensure a smooth workflow and make the most of Overture’s features. This guide provides an overview of key areas to configure, helping you get started with ease.

Dashboard Overview

The Overture dashboard is your central hub for managing your work. It provides an overview of recent activities, quick access to key features, and shortcuts to frequently used sections. The dashboard allows you to stay on top of tasks, bookings, and contacts, ensuring smooth daily operations.

For more details on navigating the dashboard, refer to this guide:

Overture Dashboard

Configuring Booking Settings

Customising your booking statuses and settings helps streamline workflow management. By defining clear booking statuses and financial structures, you can keep track of progress, confirm details efficiently, and maintain consistency across your organization.

See this page for more info on booking/calendar event statuses: 

Booking And Calendar Event Statuses

Data Protection & Two-Factor Authentication (2FA) Setup

Securing your account and data is essential. Enabling Two-Factor Authentication (2FA) adds an extra layer of security to prevent unauthorised access. Managing user permissions ensures that sensitive data is only accessible to the right team members. Keeping security settings up to date helps protect your organisation’s information.

Please see this page for more info: 

Overture Security Updates

Timezone & Language Settings

Setting the correct timezone ensures accurate scheduling and prevents confusion with event timings. Language settings allow users to tailor Overture’s interface to their preferences, ensuring a seamless experience when navigating the platform.

Set this all up in Settings > Timezone / Language

Setting Up the Outbox

Connecting your email account to the Outbox allows you to send emails directly from Overture, ensuring professional communication with clients and partners. This setup ensures that all correspondence is centralised within the platform, improving efficiency and tracking.

For a full guide on setting up the Outbox, refer to this article:

Setting Up The Overture Outbox

Next Steps…

Now that your general setup is complete, explore the other sections of the Getting Started guide, including:

  • Contacts: How to add and manage contacts.
  • Bookings: A detailed guide on creating and managing bookings.
  • Contracts & Invoices: Setting up financial documents.
  • Tasks: How to track and manage tasks efficiently.

For further assistance, visit the Overture Help Center or contact support.

Updated on February 26, 2025

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