All Admins have access to make changes to the Organization Settings. To access the Organization Settings, click the icon with your initials in the bottom right corner of Prism and then click Settings.

Below is information on how to begin setting up your Prism account and advanced functionality.

Configuring Prism

  1. Start by updating Organization Settings:

    1. Select a Default Currency

    2. Select a Default Hold Level. When adding holds to a blank date on the calendar, the Default Hold Level will determine which Hold Level to start at.

    3. Enable Auto-promote hold levels. When this setting is enabled, holds that are behind holds that are cleared or deleted will automatically promote to the next hold level. For example, if the calendar has holds 2-4 on a date and hold 2 is cleared, hold 3 will move to hold 2, and hold 4 will move to hold 3.

  2. Add Logos: Click the Add Logo button to upload a logo to be used on offers.

  3. Create Venues: Learn more about creating venues in this article.

  4. Turn on Notifications:

    1. When Send Event Confirmation Email Notification is turned on, users will have the option of sending an automated email from Prism to selected users whenever a show is Confirmed. The email will include the name of the show, the event date and a link to the Prism event. This setting is an account-wide setting, skip to step 5 for information on how to determine which users will receive the notification.

    2. Task Summary Email Frequency will determine how often emails are sent to you. This setting just affects your account and each user can set their own preferences.

  5. Set up Roles and Users:

    1. You have the ability to set up custom Roles to determine which access each user should have to Venues and Events in Prism. For example, if a Production team member should just be able to see only Confirmed events, the Run of Show, and the Advance on events, you could create a Role with access to just those elements. To learn more about the specifics of managing access, check out this article.

    2. Once your Roles are created, create new users following the instructions in this article.

    3. Select the "Send Confirmation Email" checkbox to optionally send an email to the user when an event is marked as Confirmed.

6. Set up Event Templates: Follow the instructions in this article to set up Event Templates which will be the starting point for offers in Prism.

Advanced Settings

Web Integrations

Ticketing Platform Integrations are used to integrate ticket sales counts with Prism. Prism integrates with Eventbrite, See Tickets, and Prekindle. Learn how to set up a ticketing integration here.

Google Calendar Integration integrates with Google to push Prism events to your Google Calendar to see all of your events alongside your calendar. More information on the Google Calendar integration here.

Webhooks can be used to deliver real time information from Prism to other platforms when events are added, updated, confirmed, unconfirmed or deleted. Learn about using webhooks here.

Ticketfly Importer

The Ticketfly Importer was created to allow users to upload historical Ticketfly sales data to Prism. To import history, follow the instructions on the Ticketfly Importer tab.

Templates

Advance Templates: Advance templates can be created with standard information to apply to the Advance tab on an event. To learn more about Advancing in Prism and using Advance Templates, check out this article.

Deal Terms Templates: Deal Terms Templates allow you to templatize Deal Terms to use the same language over and over. To learn more about Deal Terms and creating Deal Terms Templates, check out this article.

Settlement Terms Templates: Settlement Terms Templates can be applied to Settlement Documents and the language can be standardized here as a template.

Task Templates: Learn all about Tasks and Task Templates in this article.


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


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