Foundational Training Webinars

Now that your initial system setup is complete, you’re ready to learn the foundations and understand the best practices for working as an administrator within Apricot.
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We recommend that Apricot Administrators complete the following webinars in the order in which they are listed below to gain a firm foundational knowledge. Click the desired webinar title to begin.
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1. Supporting New Users; A Best Practice Guide

2. Getting Staff Buy-in

3. Designing a Profile Form

4. Designing Forms for Tracking Services, Case Notes, Interactions and More

5. Measuring Client Progress via Forms

6. Linking Data for Effective Reporting

7. Managing User Access

8. Extracting Your Data; A Best Practice Guide for Building Reporting

9. Analyzing Your Data with Report Filters

10. Troubleshooting Your Report

11. Modifying Forms

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

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