Apricot Connect is a secure participant portal that allows organizations to extend access to participants outside of Apricot. Through Connect, participants can complete forms, review past submissions, schedule appointments, and stay engaged in the services offered to them—all from a branded, mobile-friendly portal.
This feature is designed for organizations that want to streamline communication, enable self-service access, and reduce the administrative burden of staff-led data entry. It supports a wide range of participant types and workflows, including pre-screening, assessments, goal tracking, and participant-facing programs.
Forms can be assigned to specific participant types (configured by Administrators) for completion, view-only access, or historical review. Permissions are configured at the field level, ensuring that participants only see the information relevant to them.
Participant access to Connect is managed through registration links, which are sent via direct invitation or made available publicly through Intake Forms. Intake forms allow participants to create their own accounts while completing an initial form—commonly used for applications, interest forms, or onboarding. Once a participant account is created, it is tied to their Apricot Tier 1 record, and future logins will give them access to any additional assigned forms.
Connect is accessed through a branded web portal that can include your organization’s logo, color scheme, and contact information. Each participant uses a secure, password-protected account to log in. Participants can reset their own passwords, update their account email, and view a timeline of completed or assigned forms. If Connect is used alongside Apricot Schedule, participants can also receive appointment invitations and meeting links directly within their portal.
Feature Availability
Apricot Connect is available to all Apricot Pro and Apricot Enterprise customers. Connect Scheduler, however, is only available to Apricot Enterprise customers.
Limitations
Connect is not available to users without a participant record in a configured Tier 1 form. Participants must also have a valid email address to register and login.
Connect accounts are limited to individual participants; household-level or shared logins are not supported.
Connect does not currently support file uploads from participants.
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