Before you begin:
If you have not signed up for a free Bonterra Academy account, please access the linked help article below for instructions on setting up your account.
Once you have your login for the Bonterra Academy, you will have access to a wealth of self-paced learning materials, as well as the links to register for classes and purchase training subscriptions below.
Group Trainings
Group training classes are virtual, intensive sessions designed to teach Administrator capabilities within Bonterra software. They include instruction, demonstration and hands-on activities.
We offer Foundations courses for a multi-day review of key features as well as single topic 2-hour Labs. These classes are available for individual purchase and as a part of a Training Subscription or Platinum Support Package. Staff across multiple organizations can join these sessions, but they are capped at 15 attendees for a small group setting and plenty of time for questions. Find out more below about our available options and follow the links to purchase a seat.
Training Subscriptions
While you can sign up and pay for individual classes one at a time, we also offer a subscription that grants one person per subscription access to our live Group sessions for an annual fee. Subscribers can sign up for Group Trainings directly within the academy and are welcome to repeat sessions once per quarter as needed.
See the list of course options below. Subscribers can click the Sign Up link to register.
If you have any questions about your Account's subscription(s), please contact clienttrainingrequests@bonterratech.com
If you are interested in learning more about Training Subscriptions or Platinum Support, please reach out to our Account Management team: AccountManagement@bonterratech.com
Course | Description | Duration | Subscriber Sign Up | Link to Purchase |
Apricot Admin Foundations | Multi-day interactive class, including hands-on activities to review all basic Apricot capabilities as well as advanced form configuration and report design. | 4 days, 4 hours per day | ||
Apricot Lab I: Form Logic | Attendees will learn how to setup Form Logic in Apricot. Form Logic allows forms in Apricot to conditionally show, hide, require, and highlight fields on a form when certain conditions are met. | 2 hours
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Apricot Lab I: Import Tool | This course details how to use the Import Tools to allow multiple records to be entered and saved at one time. Data saved within a spreadsheet can be imported in batches, eliminating the need to manually create or update individual records. | 2 hours
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Apricot Lab I: Referrals | This course provides Administrators with tools they will need to set up and manage the Referrals tool within their site. | 2 hours
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Apricot Lab I: Workflow | This course will walk Administrators through building and managing Workflows within Apricot. Administrators taking this course should have experience managing forms within their site. | 2 hours | ||
Apricot Lab II: Designing Forms | This course will look at the techniques an Administrator uses to create, modify, and manage effective Tier 1 and Tier 2 forms for their Apricot database. Administrators will learn about various data entry fields and form building best practices. | 2 hours
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Apricot Lab II: Linking Forms | This course builds on the Administrator’s knowledge of form-building with linking fields. Links are special fields that allow you to connect records of one form to records of another form. The Administrator will learn about the various types of linking fields and learn how to apply them to Tier 1 and Tier 2 forms. | 2 hours
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Apricot Lab II: Building Reports | This course will provide the Administrator with the skills to build and publish basic reports to maximize the potential of their Apricot database. By the end of this course, Administrators will know how to pull data from both Tier 1 and Tier 2 records and format reports using grouping and filtering. | 2 hours
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Apricot Lab II: Creating Graphs | Every Apricot report can include data visualizations or graphs. This course will discuss formatting and preparing a report to include a graph. Special columns, summaries and comparisons will also be covered. | 2 hours
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Apricot Lab II: Managing Users | Providing users with appropriate access to forms and features within your Apricot database is a key piece of Apricot administration. This course will provide Administrators with instruction on setting up user records, applying user permission sets, and implementing User Record Level Access. | 2 hours
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Apricot Lab II: Managing Data | Administrators have many tools at their disposal to manage data that their users are entering and to optimize the user experience. This includes Data Archives, Archived Records and Record Audits. | 2 hours
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Apricot Lab III: Intake & Connect | This course prepares Administrators to manage and maintain Intake and Connect, the capabilities that allow participants to enter and manage their own data. | 2 hours
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Apricot Lab III: Schedule | This course details how to integrate external calendar accounts with Apricot and configure forms to schedule appointments. | 2 hours
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Apricot Lab III: Attendance Tracker | This training prepares Administrators to use the Attendance Tracker interface to create classes and sessions, register participants and track their attendance. | 2 hours
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Apricot Lab III: Rules & Alerts | This course details how to configure business logic to generate in-app notifications when key events occur in Apricot. | 2 hours
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Apricot Lab III: Guest User Access | This course prepares Administrators to manage and maintain Guest User Access in Apricot to allow non-staff members access to select content in Apricot. | 2 hours
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Apricot Lab III: Inventory Management | This course provides an introduction to our new Inventory Management functionality available for Apricot 360. | 2 hours | ||
Apricot Lab IV: Aggregate Reports | This course provides Administrators with instruction on using the Aggregate Reporting tool to create a single report that pulls data from multiple reports. | 2 hours
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Apricot Lab IV: Comparative Reports | This course provides Administrators with instruction on using the aliases tool to create reports that allow cross column comparisons. | 2 hours
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Apricot Lab IV: Outcomes Based Reports | This course details how to use the outcomes tool in reports to view an organization’s progress towards accomplishing outcome goals and targets. | 2 hours
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Apricot Lab IV: Optimizing Forms for Effective Reporting | This course guides Administrators in thinking about how their forms are designed to enable accurate and robust reports. | 2 hours
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