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Advanced Training Webinars

Updated this week

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.

Related Articles
Release Notes | 7/27/2021 | Apricot - 7.73.0 | Attendance Tracker - 1.2.2
Apricot Packages and Add-Ons | Essentials, Pro, and Enterprise
Understanding Advanced Access for Standard Users (Role-Based Permissions)
Onboarding Training Webinars
Foundational Training Webinars
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