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Advanced Training Webinars

  • February 4, 2026
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Now that you’ve mastered the fundamentals, we recommend that you complete the following webinars in the order in which they are listed below to discover advanced features that will help you get the most out of your Apricot instance. Click the desired webinar title to begin.
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  1. Keep Your Data Organized & Secure: Apricot Program Assignment Options

  2. How to Create Dynamic Dropdowns with Smart Lists

  3. Creating Surveys & Assessments

  4. Gaining Insights from Survey & Assessment Data

  5. Adding Summaries to Reporting: Let Apricot Help You Analyze Your Data

  6. Building Reporting with Multiple forms: A Best Practice Guide

  7. Using Graphs in Reporting: Deep Dive into Graphing Options

  8. When to Use Results Reporting​: Comparison of Apricot Reporting Options

  9. Granting Standard Users​ Advanced Permissions

  10. Streamlining Staff Workflow

  11. Helping Users Prioritize Key Tasks in Apricot

  12. Streamlining Staff Access to their Caseload

  13. How to Track Multiple Services in One Form

  14. Making Forms Relevant with Conditional Questions

  15. Options for Tracking Attendance: How to Choose for Your Organization

  16. Tracking Internal & External Referrals with Apricot

  17. Setting Up Participant Portal Connect & Engage with Key Audiences

  18. How to Migrate to Role Based Permissions +

Note: How to Migrate to Role Based Permissions is an optional webinar that should only be attended if your organization is using the Legacy Permissions feature and wishes to migrate to using Role Based Permissions.

 

Questions about training?
For help with trainings, webinars, or Bonterra Academy, contact the Training team at clienttrainingrequests@bonterratech.com.

 

How do I join advanced training webinars for Apricot? | Where can I find the schedule for advanced training webinars? | How do I register for an advanced Apricot training session? | What topics are covered in advanced Apricot training webinars? | How do I access recordings of advanced training webinars? | Why should I attend advanced Apricot webinars? | How do I get reminders for Apricot advanced training events?

 

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