Knowledge Base
Getting started with Prism
All the basics to getting started with Prism.
Frequently Asked Questions
Browse our answers to some frequently asked questions.
Horses
How to manage horse profiles including welfare notes, performance records, ownership information and more.
Owners
How to manage owner profiles and settings on Prism.
Owner Communications
How to manage owner communications including email sends, stable updates, media files and more.
Finance
Everything you need to know about invoicing, end of month statements, finance integrations, payments and more.
Breeding
How to manage stallion bookings, broodmare records, integration with Breedr, paddock reports and more.
Reporting
HR / Wrkplace
Prism Plus
Manage horse welfare, sync horse performance records with E-Trakka and Arioneo and more.
Scheduling
Learn how to manage and schedule trackwork, procedures and tasks
Website management and content upload
Everything you need to manage and upload content to your Prism built website
Sharing horse, owner, ownership & trainer information
Learn how to share horse, owner, ownership & trainer information with suppliers
Bloodstock Exchange
All about BEx support
Release Notes
Learn about all the new features and improvements to the Prism platform.
Insurance Module
How to insure your horse either manually or via Furlong Insurance
Prism New User Guide
Where you can find all User Manual content with new UI upgrade.
Recent Articles
How to config Horse Insurance Notification
1. Overview The Horse Insurance Notification allows users to customise the email content sent to horse owners when distributing a Horse Insurance Survey. Users can modify the email Subject and Body content according to their business requirements. 2. ...
How to create a Transport task with adding reason for To Status
1. Overview In some cases, when a trainer sends horses to another location (e.g., spelling, trial, vet visit, training), a Reason must be provided for the selected To Status. This guide explains: How to configure Status Reason How to create or edit a ...
End of Month Cheat Sheet – Syndicators
Before Starting End of month Reconcile Xero. Run Check Balance Report (Finance/Statement/More/Check Balance) and clear up any differences. Review for any $0 values. Finance/Transactions Change date to current month Click on sale column twice (until ...
End of Month Cheat Sheet
Before Starting End of month Reconcile Xero. Run Check Balance Report (Finance/Statement/More/Check Balance) and clear up any differences. Review for any $0 values: Finance/Transactions. Change date to current month. Click on sale column twice (until ...
[Supplier Portal] How to apply Adjustment Date for the shared ownerships
If a horse is shared from a Trainer: When the Supplier accepts, on the Share Horse Ownership popup, add a new field Adjustment Date with the tooltip: “Adjustment Date is the Date of Sale. Purchase and billing for the new owner will start from the ...
All the basics to getting started with Prism.
Browse our answers to some frequently asked questions.
How to manage horse profiles including welfare notes, performance records, ownership information and more.
How to manage owner profiles and settings on Prism.
How to manage owner communications including email sends, stable updates, media files and more.
Everything you need to know about invoicing, end of month statements, finance integrations, payments and more.
How to manage stallion bookings, broodmare records, integration with Breedr, paddock reports and more.
Manage horse welfare, sync horse performance records with E-Trakka and Arioneo and more.
Learn how to manage and schedule trackwork, procedures and tasks
Everything you need to manage and upload content to your Prism built website
Learn how to share horse, owner, ownership & trainer information with suppliers
How to insure your horse either manually or via Furlong Insurance