For Classical Agencies watch this bookings video. Getting Started Video 4 – Classical Bookings
Watch the next video. Getting Started Video 5 – Contracts & Invoices
To add a booking to Overture the best place to start is the Calendar tab. As you can see in the sidebar we have the booking statuses that we setup in the first video and a button to add a new booking. The best way to add your bookings is directly onto the calendar itself.
The Calendar
Make sure that the calendar is showing for the artist you require by searching for them in the box at the top. I’m going to search for the artist that I added in the last video.
Again as this is a completely new account I don’t have any bookings yet. To add a booking simply click on the date you require or click and drag to highlight multiple days. You’ll then see this form. I’m going to add this as a Booking and I’m going to set the booking status with this dropdown. I’m going to go ahead and add my custom status of Pencilled.
I’m also going to add myself as the agent on this booking and then hit save. You can see the booking now appears in the calendar with the colour of the status that we setup. If I click on the booking I will be taken directly to the booking page. This is the page where you will keep all the information relevant to this booking and generate all the required documentation.
Adding all the booking information
You can see from the options in the sidebar that it’s the central hub for everything related to this booking. When you begin to use Overture it looks like a lot of options but don’t worry I’ll take you through them all one by one in future videos.
To begin with I’ll go ahead and populate the rest of this form with the information that I know at this point.
I’m going to start by adding the promoter. I can either add the company name and select the contact or add the name of the contact then the company they belong to will populate automatically. Remember to hit save section after every edit.
The artist field is already selected as I added the booking directly to this artists calendar. As you can see here Overture shows who will receive notifications about the booking. You can edit these buy clicking ‘Edit Notifications’ and then selecting or deselecting whoever you like in the modal window.
Next we move on to the financials section. This is where you can select the type of deal that you are going to complete. For this booking I’m going to add a deposit and a balance to be paid direct to the artist with 10% commission they will pay to the agency.
If you need to add sales tax or VAT to your commission or to the fee you can do so in the boxes labelled. You can also add expenses. Again you can select from the list you have available, these can be customised in the settings, since I haven’t set up any yet I can easily add an expense by clicking this link and selecting the option I require.
I’m going to add travel and then add the amount. You can see here that you can select to whom the expense will be billed. At the moment it’s to the artist but we can change it to be the promoter for example.
Let’s save and we can see the table appears with all the amounts nicely totalled up for us.
That’s all the information I’m going to add for now… further down the page you have the space for internal notes and also your further information fields which we will cover in future videos.
For Classical Agencies watch this bookings video. Getting Started Video 4 – Classical Bookings
Watch the next video. Getting Started Video 5 – Contracts & Invoices