{"id":637,"date":"2020-06-30T10:33:39","date_gmt":"2020-06-30T10:33:39","guid":{"rendered":"https:\/\/bookingwithoverture.com\/blog\/?p=637"},"modified":"2020-06-30T14:36:57","modified_gmt":"2020-06-30T14:36:57","slug":"managing-groups-artists","status":"publish","type":"post","link":"https:\/\/bookingwithoverture.com\/blog\/managing-groups-artists\/","title":{"rendered":"Managing Groups &#038; Artists"},"content":{"rendered":"<p>In Overture there are three different types of contact. People, Companies and Artists. Artist contacts can be named anything you like but commonly they are called <strong>Artist, Act or Group<\/strong>. For the purpose of this post, I will refer to them as <strong>Artist<\/strong> contacts.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.24.06.png\" alt=\"\" width=\"2362\" height=\"1072\" class=\"alignnone size-full wp-image-644\" srcset=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.24.06.png 2362w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.24.06-300x136.png 300w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.24.06-1024x465.png 1024w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.24.06-768x349.png 768w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.24.06-1536x697.png 1536w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.24.06-2048x929.png 2048w\" sizes=\"auto, (max-width: 2362px) 100vw, 2362px\" \/><\/p>\n<p><strong>Who?<\/strong><\/p>\n<p>Artist contacts are designed specifically for your Artists. The key difference between an Artist contact and a Person contact is that within an Artist, you can include more than one person. This is the key reason for setting up your Artists this way, it means people connected\/working with that artist can be included in bookings, see the Artists calendar and be updated on the status of the booking.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.26.17.png\" alt=\"\" width=\"1480\" height=\"712\" class=\"alignnone size-full wp-image-646\" srcset=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.26.17.png 1480w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.26.17-300x144.png 300w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.26.17-1024x493.png 1024w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.26.17-768x369.png 768w\" sizes=\"auto, (max-width: 1480px) 100vw, 1480px\" \/><\/p>\n<p>Commonly, the types of people included in an Artist contact will include the artist(s), local managers\/agents, other musicians, tour managers, assistants, accountants or anybody who may need to be notified of or involved in bookings.<\/p>\n<p>You also have the ability to change the settings for each member of an Artist if some people are required more or less access to information.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.29.52.png\" alt=\"\" width=\"1912\" height=\"1064\" class=\"alignnone size-full wp-image-648\" srcset=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.29.52.png 1912w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.29.52-300x167.png 300w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.29.52-1024x570.png 1024w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.29.52-768x427.png 768w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.29.52-1536x855.png 1536w\" sizes=\"auto, (max-width: 1912px) 100vw, 1912px\" \/><\/p>\n<p><strong>How?<\/strong><\/p>\n<p>To set up an Artist contact, you will need to start by creating a new person (or editing an existing one).<\/p>\n<p>When editing or adding details of a Person, you can \u2018add an artist\u2019. In this field, type the name of the artist, then click \u2018save changes\u2019 to create\/edit the person and also create the group contact. When adding an artist if the record already exists you will see it suggested in the dropdown so you are able to select the existing record and not duplicate.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-11.51.21.png\" alt=\"\" width=\"1718\" height=\"978\" class=\"alignnone size-full wp-image-650\" srcset=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-11.51.21.png 1718w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-11.51.21-300x171.png 300w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-11.51.21-1024x583.png 1024w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-11.51.21-768x437.png 768w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-11.51.21-1536x874.png 1536w\" sizes=\"auto, (max-width: 1718px) 100vw, 1718px\" \/><\/p>\n<p>To add more people to an Artist, go to the person who you wish to add to the group, as above, edit the contact and then choose the group in the \u2018add to artist\u2019 section. The system will recognize the name of existing Artists and autosuggest the name. After saving, the person will be added to the Artist.<\/p>\n<p><strong>Settings<\/strong><\/p>\n<p>Each Artist can have a \u2018main notification\u2019 contact. This is the nominated Person that will receive any correspondence (if you have emails set up). This can be added by going to the Artist record and selecting to view the \u2018People\u2019 attached to this record then editing the options in the dropdown.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.49.16.png\" alt=\"\" width=\"1556\" height=\"844\" class=\"alignnone size-full wp-image-652\" srcset=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.49.16.png 1556w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.49.16-300x163.png 300w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.49.16-1024x555.png 1024w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.49.16-768x417.png 768w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-12.49.16-1536x833.png 1536w\" sizes=\"auto, (max-width: 1556px) 100vw, 1556px\" \/><\/p>\n<p>Within an Artist contact, if you want to adjust how bookings are viewed and notifications are received, you can change the settings for individual members of the Artist. Options include:<\/p>\n<ul style=\"font-family: Palatino,'Palatino Linotype',Georgia,Times,'Times New Roman'; font-size: 0.875em; line-height: 1.5em; margin-bottom: 1.25em; font-weight: 400;\">\n<li>Remove or add them to all\/future bookings<\/li>\n<li>Remove or add them to notifications<\/li>\n<li>Remove or add them to the availability report<\/li>\n<\/ul>\n<p>Note: If you add a Person to an Artist, the person will not automatically be added to the Artist\u2019s bookings. You will need to come to this page and click \u2018Add to all [Artist] bookings.<\/p>\n<p><strong>Availability<\/strong><\/p>\n<p>The Availability report will tell you if the Artist is available, based on the availability of the people within the Artist contact. As mentioned above, you can exclude Artist members from the availability report, for example, you can remove an external agent or local manager from the availability report of an artist.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-13.00.43.png\" alt=\"\" width=\"1892\" height=\"1060\" class=\"alignnone size-full wp-image-654\" srcset=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-13.00.43.png 1892w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-13.00.43-300x168.png 300w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-13.00.43-1024x574.png 1024w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-13.00.43-768x430.png 768w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-13.00.43-1536x861.png 1536w\" sizes=\"auto, (max-width: 1892px) 100vw, 1892px\" \/><\/p>\n<p><strong>External Users<\/strong><\/p>\n<p>Each Artist member can be added as an External User so that they can log into Overture to see bookings, financials, documents (as much as you require them to be able to see).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-15.09.31.png\" alt=\"\" width=\"1738\" height=\"920\" class=\"alignnone size-full wp-image-656\" srcset=\"https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-15.09.31.png 1738w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-15.09.31-300x159.png 300w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-15.09.31-1024x542.png 1024w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-15.09.31-768x407.png 768w, https:\/\/bookingwithoverture.com\/blog\/wp-content\/uploads\/2020\/06\/Screenshot-2020-06-30-at-15.09.31-1536x813.png 1536w\" sizes=\"auto, (max-width: 1738px) 100vw, 1738px\" \/><\/p>\n<p>By default, external users will be issued the minimum amount of permissions when they first set up their account. As an Admin user, you can then add further permissions where necessary. For example, to be able to see financial information and documents.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Overture there are three different types of contact. People, Companies and Artists. Artist contacts can be named anything you like but commonly they are called Artist, Act or Group. For the purpose of this post, I will refer to them as Artist contacts. Who? Artist contacts are designed specifically for your Artists. The key<\/p>\n<div><a class=\"moretag btn btn-wire\" href=\"https:\/\/bookingwithoverture.com\/blog\/managing-groups-artists\/\">Read the full article<\/a><\/div>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"slim_seo":{"title":"Managing Groups & Artists - Overture | Blog","description":"In Overture there are three different types of contact. People, Companies and Artists. Artist contacts can be named anything you like but commonly they are call"},"footnotes":""},"categories":[1],"tags":[],"class_list":["post-637","post","type-post","status-publish","format-standard","hentry","category-product-news"],"_links":{"self":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts\/637","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/comments?post=637"}],"version-history":[{"count":12,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts\/637\/revisions"}],"predecessor-version":[{"id":657,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts\/637\/revisions\/657"}],"wp:attachment":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/media?parent=637"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/categories?post=637"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/tags?post=637"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}