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Advancing in Prism
Advancing in Prism

Create a template, edit, and print an advance or confirmation sheet from Prism.

Rosie Scanga avatar
Written by Rosie Scanga
Updated over a week ago

You can keep track of artist or production advance information for any event on the Advance tab. Add or modify any event's advancing information into the text box on the Advance tab by clicking the "Edit" button. 

Create an Advance Template

Create an Advance Template to standardize formatting and data entry, making advancing quick and simple.

Any administrator or user with the "View" and "Edit" permissions enable for Templates can create an Advance Template.

  1. Go to the icon with your initials in the bottom left corner and click 'Settings'.

  2. Click on the Templates tab and select Text Templates.

  3. Click the Create Text Template button in the top right corner

  4. Label the template with a name, select "Advance Terms" in Template Type, enter terms into the Text box and format them, and click Save.

Fill an Event's Advance from Template

In an event on the Advance tab, click the Edit button. Scroll down to the Additional Advance Information section and select Fill from Template. Select the template you would like to apply to the event and make any necessary updates to the text. 

On the Advance tab for your event, you can preview, download, or email your advance directly from Prism by using the buttons pictured below.

The printable advance will pull in location, date, talent, run of show, and contacts from the event. If you have added Additional details into the Advance text box as described above, those details will be included on your printable advance. 

Email an Advance

Click the mail icon to send your advances directly from Prism. Similar to the 'Send Offer' and 'Send Settlement' features, in the resulting popup window in the Advance tab, select recipients based on event-specific roles, any contacts in the event, or any contacts from your global Contact Book. Start typing a new contact name to add and create and save them on the fly.

Craft customized subject lines and bodies using Prism's data chips to pull in event details, or select an existing Email Template to send the Advance with a dynamic, templated message to all recipients, in just a few clicks.

Attach any additional event files that have been added to the 'Files' tab a the bottom of the email window, if needed, then click 'Send Advance'.


There is some customization available for which elements appear on an advance. Please reach out to to turn on or off any of the following sections on your advance document:

  • Estimated Attendance

  • Additional Dates (On-sale, pre-sale, announce)

  • Run of Show

  • Bar Minimum

  • Ticket Scaling

  • Show Summary (financials on the event like total gross, total expenses, net profit)

Click here for a list of all the items that can be hidden or shown on Prism documents.

If you have any questions, contact!

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