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Turning off automatic notifications and reminders for your project

Learn how notifications and reminders can be turned off for your projects.

Bonsai automatically sends email reminders to clients for:

  • Outstanding invoices

  • Expiring proposals

  • Sent contracts

You can turn off these automatic reminders on a per-project basis to control what your clients receive.

How to access project Settings

  1. From the sidebar, navigate to More > Productivity > Projects.

  2. Select the project for which you want to disable notifications.

  3. Click the three dots (•••) in the top-right corner of the project page.

  4. Choose Settings from the dropdown menu.

How to turn off automatic client reminders

  1. In the Settings page, go to the Details tab.

  2. Locate the option “Send my client auto-reminders for this project”.

  3. Deselect this option to stop automatic emails from being sent to your client for invoices, contracts, or proposals.

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