Who is this for? #
A director in Presto Assistant who wants to get started with the platform. This guide will help you understand the basic features and functionalities available to you as a director, and how to navigate the platform effectively.
Prerequisites #
You should be a director in a Presto Assistant Organization account. If you need an organization, please consult this support article for detailed steps on how to create an organization.
Detailed steps #
Use the items below to explore the Presto Assistant platform and its features. Each item includes a link to helpful support articles or videos for more information.
General #
In Presto Assistant, a district is the Admin portal to handle global settings and see data across all organizations. A district is free, and it is required to use Presto Assistant.
- Share this article about creating a new district with your district Fine Arts Administrator.
- If you need to create a new district as a director, please ask our support team for help. We have a quick process to get that handled for you.
When you are ready to use Presto Assistant, you will need to purchase a license. We offer various lengths of licenses to fit your needs and budget. Discounts are available when purchasing licenses in bulk, including many years at once.
- Learn about how to purchase a license for Presto Assistant.
Presto Assistant communication features include a robust email system that allows you to send emails to your entire organization or specific groups.
- Learn about sending emails in Presto Assistant.
More email features to explore include:
- Add a custom email signature, shown in this article
- Schedule emails to be sent later
- View email drafts so you don't lose your work
- Add custom cc email recipients
- Allow all assistant directors to be cc'd on emails
Create a form for members in your organization to complete. Assigned members will receive an email notification when a form is assigned to them. They can complete the form in Presto Assistant.
- Learn about creating digital forms
Presto offers a quick End of Year Process to help you prepare for the next school year. Check all outstanding items and promote students in your Presto Assistant organization to the next school year.
- Learn about the End of Year Process
Physical Inventory #
Add any item in this section individually or in bulk using our import feature.
Track your physical inventory items in Presto Assistant. Add custom categories to organize your items, and add dynamic fields to track custom information for your district.
- Learn more about importing inventory data
- Watch this video on inventory management
Track your library items in Presto Assistant. Add custom categories to organize your items, and add dynamic fields to track custom information for your district.
Track your uniform data in Presto Assistant. Add custom categories to organize your items, and add dynamic fields to track custom information for your district.
People #
Add directors and staff members to help manage your organization.
- Learn more about adding staff members
- Share this article about joining Presto as a staff member with your team.
Add student data individually or in bulk using our import feature. Importing students with parent data
- Learn more about importing student and parent data
- Watch this video about student import options
Finances #
Set up your financial system in Presto to track incoming payments, run reports, and gain insight about the financial health of your organization.
- Watch videos on this page to learn about all financial features.
Connect a Stripe account or RevTrak account to accept online payments from parents.
NOTE: The online payments feature is only available for organizations with an active Presto Assistant license.
- Learn more about setting up Stripe online payments
- Learn more about setting up RevTrak online payments
Integrations #
You can connect your Google Calendar to sync events, showing selected calendars to members.
Enable ClassLink single sign-on (SSO) for directors and administrators to use when signing in to Presto Assistant.
- Learn more about setting up ClassLink SSO
Enable ClassLink rostering to automatically sync student and parent data from your district's ClassLink account into Presto Assistant.
- Learn more about setting up ClassLink Rostering