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Top 8 Prism Tips & Tricks
Top 8 Prism Tips & Tricks

Things you've always wanted to know, but were too afraid to ask

Evan Balbona avatar
Written by Evan Balbona
Updated over a week ago

#1 Time travel

  • Well… not quite. But you can make giant leaps across your calendar by clicking on the month or year at the top of the calendar, rather than using the left and right arrows to move one month at a time. You can do the same on any mini calendar / date picker as well e.g. when editing dates from within an event.

#2 Speed up your ticket set-up

  • You can move around the ticket table with only your keyboard!

    • Tab = Right

    • Shift + Tab = Left

    • Up = Up

    • Down = Down

#3 Copy Holds to Clipboard

  • You don't have to type out all the holds you've added to the calendar!

  • Click on a hold and then click on the clipboard icon in the top right corner to copy your holds to clipboard.

  • From there you can just paste all relevant holds into an email - easy peasy!

#4 Mix and match templates

  • Want to use your talent deal from one template, but your Ticket Scaling and Run of Show from another? Prism allows you to mix and match templates easily once your event is created. 

  • First, go to an event and click on the top-right menu, then “Event Templates” and “Apply Event Template.” 

  • Once a template is selected, you have the ability to import each of the template’s components at once, or you can opt out of certain ones. Select/unselect the sections as needed, then click “Import.” 

  • Then, you can apply a second template without overwriting any of the first template’s data, assuming the right components are selected/unselected.

#5 Streamline the confirmation handoff process

  • With Prism, you can send out notification emails automatically to your team as soon as you confirm a show.  

  • If you go to Settings > Notifications, you have the option to turn on confirmation emails for the entire account.

  • Once activated, go to the Permissions tab > Team and any user with the “Send Confirmation Email” checkbox will by default be selected to receive an automated confirmation email from Prism.

  • Note that you can always opt users out/into these emails on a case-by-case basis upon confirmation, but these users selected in Settings is a way to streamline the usual set of recipients. 

#6 Set up default templates for each venue

  • Have a ton of rooms you’re booking in Prism? Well, you can set up default event templates per each venue in your account by going to Settings > Venue Settings and selecting a template from the dropdown.

  • You can always change which template you use when you’re creating an event, but this will pre-select it once you choose your venue in the hold builder.

#7 Use Saved Views for common searches

  • Find yourself fiddling with filters any time you want to run a common search on the Calendar, Event List, or Reports? Fret no more.

  • You can easily save a set a filters that you return to often (e.g. "Upcoming Confirmed" shows on the calendar)

  • Saved Views are unique to you! That means each person on your team can create views that make the most sense for their workflow, without affecting anyone else's Prism account.

#8 Integrate with Google Calendar

  • While you can certainly access Prism’s calendar on your mobile devices, some folks also like to use Google Calendar’s mobile version, which you can integrate directly with Prism.

  • Admins can go to “Settings” then “Web Integrations” to connect a GCal account to Prism so that all events added/edited within Prism will be automatically updated in an analogous calendar in GCal in real-time.

  • You can share this Google Calendar with anyone, even if they don’t have Prism access.

  • Also, within the "Settings" page of the Prism calendar in GCal, you can find a "Public URL" which will allow you to print the calendar from Google.


If you have any questions, contact support@prism.fm!

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