Taking notes in Bonsai

How to add private notes to clients profiles and projects

Updated over a week ago

Add internal notes to your client profiles and projects easily by following the steps outlined in this article.

Client Notes

To view your client's information, head over to the Clients page. Once your client's profile has been selected, navigate to the Notes section and click "Edit".

Type in your notes in the designated field and select the save button to add them:

These notes are private and only visible to your company, which includes your account and any partners you have added to help manage your company.

Project Notes

You can add project notes right from the project's overview page. Just navigate to any project and scroll down to the section titled "Your Notes". Type in your note and hit the 'Save Changes' button to add your note.

Similar to the client notes, these are only visible to you and your team, not to the client.

If you have any further questions, feel free to reach out to Bonsai's Support team at support@hellobonsai.com for assistance.

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