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Training Classes and Live Office Hours
Training Classes and Live Office Hours

Join one of our Customer Solutions Team members for a live group training or view an archived session whenever you'd like

AJ Alexander (they/them) avatar
Written by AJ Alexander (they/them)
Updated over a week ago

Your hosts on the Bonterra Solutions Team invite you to join our daily Office Hours and Live Training Sessions!

Live Office Hours

Join us any weekday for just a few minutes and get your questions answered or spend the hour with us and hear what others are asking too! 

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Training Sessions

If you're new to our fundraising tools (or just need a refresher!), view one (or all) of our many trainings. 


Donor Management System Sessions

Bonterra Kickoff Webinar: This webinar is designed to help you learn the fundamentals of your new fundraising software and learn more about the onboarding process so you can see success in your first 90 days with Bonterra. This webinar is offered Monday-Thursday.


Onboarding Webinars for New Customers: New customer? You're in the right place! Sign up for our webinars focused on helping you master the key features of your new fundraising software. Hosted by the Training & Enablement team, we'll help you start raising money and engaging donors within your first few weeks of signing up.

Donor Management Overview: This session is designed to give you enough of the basics so you can get started using and optimizing the donor management system.

Data Self-Import: This session will help you have a clear understanding of the import process and how to use the Self-Import tool.

Communications: In this session, we discuss the benefits of using the communication tools and some best practices.

Filtering, Reporting, and Segmentation:  In this session, we walk through how to build basic and complex filters.


Auctions Training


Auctions: In this session, you'll learn how to set up your first auction.


Fundraising Pages Sessions:

Fundraising Pages Overview: In this session, we cover how to build Everyday Giving, Peer-to-Peer, Events fundraising pages.

Bonterra Essential Events Training: In this session, we walk through how to build and manage an Essential Event using the Bonterra Essential Events product.

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Sessions not hosted during the following 2023 holidays:

MONDAY 1/2 - NEW YEAR’S DAY (OBSERVED)
MONDAY 1/16 - MARTIN LUTHER KING JR. DAY & CIVIL RIGHTS DAY
MONDAY 2/20 - PRESIDENT’S DAY

FRIDAY 3/31 - CESAR CHAVEZ DAY

FRIDAY 4/28 - COMPANY-WIDE HOLIDAY
MONDAY 5/29 - MEMORIAL DAY

MONDAY 6/19 - JUNETEENTH (OBSERVED)
TUESDAY 7/4 - INDEPENDENCE DAY

FRIDAY 8/25 - WOMEN'S EQUALITY DAY (OBSERVED)
MONDAY 9/4 - LABOR DAY

MONDAY 10/9 - WORLD MENTAL HEALTH DAY/ INDIGENOUS PEOPLE'S DAY
THURSDAY 11/23 - THANKSGIVING DAY
FRIDAY 11/24 - DAY AFTER THANKSGIVING
FRIDAY 12/22 - CHRISTMAS EVE (OBSERVED)

MONDAY 12/25 - CHRISTMAS DAY

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