Apricot Community

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👋 Thanks to everyone who joined yesterday for a conversation on improving referral processes. Here are the highlights from what we covered:Enable partners to easily submit referrals with an Intake Form (based on a Tier 1). Customize for different audiences, share via email or your website, and the data goes straight into your Apricot. Keep pending referrals (incoming and outgoing) visible and organized with Report Bulletins so nothing gets lost in the shuffle. Set up Email Triggers to automatically notify partners and create a consistent follow-up schedule that fits your team's capacity. Track your referral data to spot service gaps, see which partners respond best, and build a stronger network over time. ✨ Now we'd love to hear from you: What referral tracking practices are working in your organization? How do you keep clients connected from the initial handoff through confirmed service?  If you weren't able to join us, we hope you'll catch us next time! Watch the recording here: Bey

We've been thinking about what referral workflows look like across the Apricot community, and we'd love your input. Let us know in the poll! 👇

Hi everyone,I’m new to the Bonterra community, so apologies if this is a basic question.I’m looking to start a discussion thread and wanted to make sure I’m doing it in the right way before posting.The idea is to create a general space where users can:ask questions about Bonterra tools and setup share tips, workflows, and best practices discuss common issues and how others have solved themBasically something like a central knowledge-sharing thread rather than lots of separate posts.I’ve seen that this community is quite focused on collaboration and real-world use cases, so I just wanted to check what the preferred structure is for new threads here.Is there any recommended format for:titles tagging organizing ongoing Q&A threadsAny guidance from experienced members or moderators would be really appreciated.Thanks in advance!

We've packed May with opportunities to deepen your Apricot skills, connect with peers, and discover new ways to drive impact. Check them out below! 📊 Apricot Product Updates — See how to navigate Bonterra Central, and discover what's coming next in Apricot 💡 Apricot Best Practice Coaching — Beyond the Handoff: Improving Referral Processes to Better Support Clients, Wed, 13 May. 2026 Connected for Good: Building a Value Proposition That Attracts and Sustains Strong Partnerships, Wed, 27 May. 2026   ❓ Ask the Experts: Connect Tool Deep Dive — Have questions about the Connect Tool? This is your moment to ask our experts! Not seeing what you need? Drop me a message here and I'll help you find the right event or topic. Hope to see you in one of these sessions! ✨