Whether you’re exploring Bonsai for the first time or looking to better understand a specific workflow, these walkthroughs provide a practical introduction to the platform.
Explore Bonsai and its core capabilities
Start with an overview of Bonsai and how it can support your team’s day-to-day workflow.
In this session, we’ll walk through the platform and highlight tools for organizing projects, staying on schedule, managing billing, and getting paid faster.
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Getting Started with Projects
Learn how to set up your first project, structure your work, and use Bonsai to keep projects organized and on track.
In this session, we will walk you through how to get started with projects in Bonsai. You’ll learn how to set up your first project, structure your work, and use key features to stay organized and on track. By the end, you’ll have the tools and confidence to begin managing your projects in Bonsai right away.
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From Invoice to Payout
Learn how Bonsai supports the workflow from invoice to payout.
In this session, we’ll walk through setting up online payments, customizing invoices, understanding payout timing and invoice statuses, and tracking your payment activity — giving you a clear understanding of the full invoicing and payments workflow from setup to payout.
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