Welcome to Bonsai! Whether you're managing client projects, streamlining workflows, or scaling operations, our platform helps agencies save time and reduce complexity. From sending contracts to collecting payments and automating tasks, we're here to help you focus on what matters most - growing your business and supporting your clients.

Getting set up as a business

Setting up your branding

When you get started on the platform, you can personalize your documents and client portal with your own branding, ensuring everything reflects your business identity.

Set up your company logo and headers here.
Review Bonsai's white-labeling feature here.
Edit the default messaging sent with your documents here.

Video walkthroughs

Check out our video walkthroughs for a guided introduction to Bonsai's features and tools. Watch here.

Importing data into Bonsai

You can easily import the data you need to set up your account, including clients, paid invoices, time entries, and expenses.

Important: CSV imports cannot be automatically undone. Always review the import preview before confirming. Incorrectly imported records can be archived or deleted where supported. Imported companies can only be archived, not deleted.

Import data on the platform here.
Review how to import and templates here.

Setting up your account preferences

Personalize your preferred start day of the week in your account settings here, and all date pickers across the platform will automatically adjust.
Create standardized Rate Cards that can be applied across projects here.
Create and define roles and teams within your account here.

Adding companies and contacts

You can manually add companies to your account before starting any projects with them. We’ve made the process simple and efficient.

Add and edit company's information here.

Inviting your team

An essential step for any agency or team is inviting your team members to your workspace.

Invite team members to Bonsai here.

Team permissions

After adding your team, you can adjust permissions to tailor access levels. This helps ensure everyone has the access they need, making collaboration smoother while keeping things secure and organized.

User roles and permissions on the platform here.
Manage your team member access here.

Tasks

We’ve designed an intuitive task management system to help you stay organized and focused, so you can streamline your workflow and spend more time accomplishing what matters most.

Create tasks here.
Apply different hourly rates to tasks within a project here.

Time tracking

In Bonsai you have the flexibility to live time track on your tasks, or manually add your hours whenever it's convenient for you.

Track time internally with Bonsai here.
Manually add tracked time here.

Creating projects

When you create a project with your client, this opens up the possibility to create proposals, contracts, invoices and sharing other documents with your client directly.

Overview of projects here.
Custom project numbering and ID's here.
Project settings and configuration here.
How to send files to your clients through projects here.

Working with clients

Client Portal

The Client Portal allows you to share project details with clients in a branded, user-friendly interface. Clients can view invoices, documents, and past activity, upload files, and collaborate with you on tasks all in one place.

Use the Client Portal for collaboration with your clients here.
Share tasks with clients through the Client Portal here.
Clients can upload files to projects with you here.

Document builder

The Document Builder lets you create professional, customizable documents all in one place. Build proposals, contracts, and other business documents, add digital signature fields, and send them directly to clients for review and signing.

Learn more about the Document Builder here.
See more about its full functionalities here.

Invoicing clients

Invoicing streamlines the process of billing clients by clearly outlining the services provided, payment terms, and due dates, helping you maintain a professional and organized workflow.

Create an invoice here.
Enable online payments for invoicing here.
Collection about invoicing settings and capabilities here.

Scheduling

With our scheduling feature, clients and leads can easily book time with you based on your availability, all within the platform—no need for extra subscriptions.

Set up scheduling here.

How to set up your account in Bonsai