Bonsai offers two modes: Contractor Mode and Client Mode. Each mode provides different functionalities to suit your needs.
Contractor mode
Contractor Mode is the default view for your Company account. Here you can manage a variety of tasks for your Company - including sending documents, handling projects, billing, tasks, and bookkeeping.
For an overview of the features available in Contractor Mode, check out this quick walkthrough video.
Client mode
Client Mode offers Contractor Management. In this mode, contractors can invoice you directly through Bonsai without needing their own subscription. With that, you can send contracts, set up custom onboarding flows, and oversee projects with your contractors.
For more details on how this feature works, see our detailed guide.
Note: Client Mode is available on select plans. To check if your current subscription includes access to Contractor Management, visit our pricing page.
How to switch between modes
To switch between Contractor Mode and Client Mode, simply click on your profile icon in the bottom left-hand corner and select the 'Switch to Contractor Mode' option or 'Switch to Client Mode' option:
