Prismm is a third-party floor plan tool that integrates seamlessly with Releventful, giving you the ability to visually communicate event layouts with clients and your team. Once connected, you can:
Embed Prismm floor plans in invoices
Share floor plans in event To-Dos
Add floor plans to proposal templates
Access and manage floor plans directly from events and invoices
This guide walks you through how to connect your Prismm account to Releventful, select or create floor plans, manage sharing settings, and display them across your client-facing documents and internal workflows.
❗Important: You must have an active Prismm account in order to connect with Releventful. If you don’t have one yet, you can create your account at Prismm.com.
Step 1: Connect Your Prismm Account
To establish the integration between Releventful and Prismm:
Select the settings gear at the bottom of the left-hand navigation bar.
Click Integrations from the menu.
Choose Prismm Setup.
Click Connect to Prismm and log in with your Prismm account.
Authorize Releventful to access your Prismm data.
Once connected, your status will appear as Connected.
Step 2: Attach Floor Plans to Invoices or Event To-Dos
You can manage and share Prismm floor plans in two places:
From the Invoice Editor: Click Floor Plan in the left-hand panel.
From the Event Edit Screen: Click the Floor Plan tab.
If no floor plan is currently selected, you’ll be prompted to choose one of the following:
Option 1: Search Prismm
Search your Prismm account for an existing event.
Use the year dropdown to narrow your search.
Click Select Event to load the event and its associated floor plans.
Option 2: Create New Prismm Event
Create a brand-new event in your Prismm account from within Releventful.
Once created, you’ll be able to edit the event and upload or design the floor plan as needed.
Step 3: Manage and Share Floor Plans
After your Prismm event is selected, additional options will appear:
View Floor Plan: Preview the shareable version your client will see, based on your current sharing settings.
Edit Floor Plan: Open the Prismm editor to modify the layout, design, or other settings in your Prismm event.
Sharing Options:
To-Do Floor Plan Sharing
Click “Click to choose” to select a To-Do item where this floor plan should be attached.Invoice Floor Plan Sharing
Use the toggle to display the floor plan directly on your invoice for clients to view.
Step 4: Add a Floor Plan to a Proposal Template
If you’re using Proposal Templates, you can embed a Prismm floor plan directly into your template layout:
Open the Proposal Template Editor.
Click the plus ( + ) menu button in the upper right button to add options to the template.
Scroll down to the Floor Plan Options section and select Prismm Floor Plan to add the floor plan.
ℹ️ Note: The floor plan will only appear in the Invoice Preview, allowing you to include visual layouts while keeping your proposal editable and flexible during client review.