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 Export Finance Rules to CSV file
1. Overview The Export Finance Rules feature in Prism’s Finance module allows you to download existing finance rules into a CSV (Comma Separated Values) file for review and analysis. Instead of viewing rules individually within Prism, you can export ...
How to Import Expenses including Supplier info from a CSV file
1. Overview The Import Expenses feature in Prism's Finance module allows you to bulk-upload multiple expense records at once using a CSV (Comma Separated Values) file. Instead of entering each expense individually, you can prepare your data in a ...
How to setup default Work Gear on Horse Profile and apply for Work task
1. Overview This feature allows users to update the default Work Gear on a horse’s profile when creating or editing a Work task in a trackwork schedule (available on both Web and Mobile App). A checkbox “Set as default Work Gear for this horse” is ...
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 ...
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