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1.01 Introduction
1.02 Getting Started
1.03 Contacts
1.04 Businesses
1.05 Properties
1.06 Work Plans
1.07 Events
1.08 Volunteer Oppportunities
1.09 Donations
1.10 Reporting
1.11 Maestro App
1.12 Dashboards & Widgets
3.0 Tutorial Videos
2.0 Onboarding Videos
4.0 Town Halls
About Maestro Community Manager
Welcome to Maestro Community Manager, the software built for you around the Main Street approach to downtown revitalization. We work, live, play, and volunteer downtown. We’ve got board members, former executive directors, and other volunteers on our team. W...
Understanding the Maestro Modules
Home This is the user’s dashboard where overdue tasks, calendar events, and other statistics can be viewed. There are a variety of widgets to choose from. The user can arrange them in their preferred order and size. Contacts This module contains the profile...
Onboarding Videos
Our onboarding videos are the in-depth training tools that we have created to help you understand how to setup and utilize the system to its fullest potential. The tutorial videos and this user manual are a great supplement to these videos. Onboarding 101 ...
Organization Settings
Before entering data, you will find it easier to have setup or input some basic information in the tools section of Maestro. Settings & Tools Organizational Settings Ensure that your organization is setup correctly to make reporting and other functions ea...
Inputting Data
Prior to importing data, we recommend utilizing the Onboarding Checklist to make sure you have compiled all the information for your Maestro system. Manual Entry When entering data manually, it is a good idea to do a quick search to ensure the data you are ...
Adding Users
Once a contact is in your Maestro system with a valid (working) email address, you will be able to grant them access. To provide access, edit their profile, then click the “Give Access to Maestro” checkbox in the User Access section. Select their role (use...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custom fields or tags. Involvements can be created for any attribute that the organization wants to track. Involvements are the way to get data out of multiple spreadsh...
Contact Profiles
To add a contact profile, go into the Contacts section of Maestro and click on the Plus button in the upper right hand corner. This will create a blank profile for you to edit and save. Required Fields Individual’s First Name or Company NameAll contact pr...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custom fields or tags. Involvements can be created for any attribute that the organization wants to track. Involvements are the way to get data out of multiple spreadsh...
Business Profiles
To add a contact profile, go into the Businesses section of Maestro and click on the Plus button in the upper right hand corner. This will create a blank profile for you to edit and save. Required Field Company NameAll Business profiles must have a compan...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custom fields or tags. Involvements can be created for any attribute that the organization wants to track. Involvements are the way to get data out of multiple spreadsh...
Property Profiles
To add a property profile, go into the Contacts section of Maestro and click on the Plus button in the upper right hand corner. This will create a blank profile for you to edit and save. Required Field Address is the Required Field. All property profile...
Involvements
Involvements are Maestro’s tagging system. It may be helpful to think about Involvements as custom fields or tags. Involvements can be created for any attribute that the organization wants to track. Involvements are the way to get data out of multiple spreadsh...
Works Plans Overview
Work plans are one of the key ways that Main Street organizations get thing done. These task lists are critical in keeping everyone on the same page and ensure that everything gets done on schedule. Work plans can be imported using the template provided by Ma...
Duplicating Work Plans
For events that you do year after year, you may find it easier to duplicate or clone a work plan rather than creating a new one from scratch each year. Start in the overall work plan list. In the upper right hand corner, next to the “+” button to create a new...
Volunteer Opportunities Overview
Volunteer Opportunities is a feature in Maestro that allows you to create opportunities for volunteers to signup for available spots. Using this feature will allow you to setup your volunteer needs, generate one link, and have volunteers claim spots filling yo...
Maestro App
While Maestro is a cloud-based software, mobile editing isn’t always the most convenient. That’s why we have created the Maestro App. This app is available for Apple and Android devices for free. With the app, you will be able to update your system on the go ...
Reinvestment Reporting
Being able to report your success is vital for an organization. The reporting in Maestro is your reinvestment statistics and the information that you would likely share in an annual report, with a city council or your coordinating program. When you enter repo...
List Generation
When you are including filters, you also have the ability to download the lists as a csv file. This functionality allows you to search and filter everything in your Maestro system. This is the section where you can use every field in Maestro, including the In...
Events Overview
Events are a Maestro-facing calendar. They are a great way for Maestro Users to have all the important information about dates, times, and locations of activities happening within your district. Why put these in Maestro? When you have your whole team using...