Efficiently managing client information is an important piece of your workflow within the platform. In this guide, we'll walk through the steps of adding, editing, and deleting client information as necessary.

To add a client, navigate to Client Management > Clients in your account. Select 'New Client':

Next you can add in the client's Company Name, Contact Name, Email Address and any relevant tags:
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Once complete, select 'Add Client' and they will be added to your client list.

Within the client file you've created, you'll be able to record:

When you add a client to your Bonsai account, a contact page will automatically be created for that client. Your full list of contacts can be accessed by navigating to Client Management > Contacts.

Within a contact page, you can update that contact's company, job title, email and phone number. Notes for each contact can also be added. To update the information in each field, simply click 'Edit', input your changes and save them.

To get started, navigate to Clients > select your client's file. Click on the 'Add New Contact' button and input a name and email address. This allows you to create multiple contacts for one client.

A new contact profile can also be added directly from the Contacts page as well. Simply click on the 'New Contact' button, and fill out the requested fields. A contact profile must be assigned to a client.

Once the contact card has been created, it will appear on the associated client page. You're able to set any contact as a default by using the additional options and choosing 'Set as Default Contact':

To edit a client's information, navigate to Client Management > Clients in your account. From here, select the client file you'd like to review or update. To edit sections of their client file, select the 'Edit' button in green text:

To update your client email address on file, navigate to Clients > click into the client file you'd like to update and select 'Add New Contact' under their current email address:

Once you have successfully added a new email address, select the 3 dots in the righthand corner next to the new email address and click 'Set As Default Contact':

This will ensure that the new email address is the primary email address moving forward.

If you would like to delete the old email address after completing the steps above, you can select the 3 dots next to the old email address and select 'Delete Contact'.

Every client file includes an 'Addresses' section, where you can conveniently store important client addresses (e.g. Company Address, Shipping Address, etc).

To add a new client address, select 'Add Address'.

From here, the 'Address' modal window will appear, allowing you to input the new client address. In the 'Label' field, you can specify the type of address (e.g., Company Address):

You can follow these steps above to add as many client addresses as needed.

Once you have done so, each client address will be listed under this section of their client file:

To edit a client address, select the 'Edit' button in green text. This will have the 'Address' window pop up. Here you can modify any part of the address:

In the event you wish to delete an address, you can select 'Delete Address' in the modal above.

Under Client Management > Clients > Settings, you can add custom fields.

This functionality enables you to customize the information fields within client files to suit your business requirements. Any newly added fields will be consistently applied across all client files.

To create a custom field, select 'Add New Field':

Here you can add the custom field. Once you're ready to have this applied, select 'Done':

Once you have done so, this will appear under the 'Additional Info' section of your client files: