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Onboarding Videos

1.02 Getting Started

Our onboarding videos are the in-depth training tools that we have created to help you understand...

Updated 11 months ago

Widgets

1.12 Dashboards & Widgets

Widgets are what pulls the information from the Maestro system into your dashboard. This allows y...

Updated 11 months ago

Dashboards

1.12 Dashboards & Widgets

Dashboards are a way to display information that is already stored in the system on your screen. ...

Updated 11 months ago

Receiving Donations

1.09 Donations

Once you have created a donation, it is not automatically considered to be received by the organi...

Updated 11 months ago

Adding Donations

1.09 Donations

Once your initial setup is complete, you are ready for entering donation information.  To get st...

Updated 11 months ago

Donations Overview

1.09 Donations

Donations within Maestro allow you track monetary donations made to your organization. The donati...

Updated 11 months ago

Adding & Editing Events

1.07 Events

To create a new event, navigate to the events section (the calendar icon in the left hand navigat...

Updated 11 months ago

Events Overview

1.07 Events

Events are a Maestro-facing calendar. They are a great way for Maestro Users to have all the impo...

Updated 11 months ago

Inputting Data

1.02 Getting Started

Prior to importing data, we recommend utilizing the Onboarding Checklist to make sure you have co...

Updated 11 months ago

List Generation

1.10 Reporting

When you are including filters, you also have the ability to download the lists as a csv file. Th...

Updated 1 year ago

Reinvestment Reporting

1.10 Reporting

Being able to report your success is vital for an organization. The reporting in Maestro is your ...

Updated 1 year ago

Maestro App

1.11 Maestro App

While Maestro is a cloud-based software, mobile editing isn’t always the most convenient. That’s ...

Updated 1 year ago

Volunteer Opportunities Overview

1.08 Volunteer Oppportunities

Volunteer Opportunities is a feature in Maestro that allows you to create opportunities for volun...

Updated 1 year ago

Duplicating Work Plans

1.06 Work Plans

For events that you do year after year, you may find it easier to duplicate or clone a work plan ...

Updated 1 year ago

Works Plans Overview

1.06 Work Plans

Work plans are one of the key ways that Main Street organizations get thing done. These task list...

Updated 1 year ago

Involvements

1.05 Properties

Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...

Updated 1 year ago

Contact Profiles

1.03 Contacts

To add a contact profile, go into the Contacts section of Maestro and click on the Plus button in...

Updated 1 year ago

Property Profiles

1.05 Properties

To add a property profile, go into the Contacts section of Maestro and click on the Plus button i...

Updated 1 year ago

Business Profiles

1.04 Businesses

To add a contact profile, go into the Businesses section of Maestro and click on the Plus button ...

Updated 1 year ago

Involvements

1.04 Businesses

Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custo...

Updated 1 year ago