Getting started with Bonsai
Wondering where to start? Get to know the basics here
10 articles
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Guide to basic setup
- How to get started with Bonsai and set up your accountA quick-start guide to help you get your business up and running with Bonsai.
- Email and calendar syncConnect Gmail or Outlook to automatically sync emails, meetings, and CRM activity
- Get started with Bonsai through video walkthroughsGet familiar with Bonsai through guided video sessions covering the platform’s core workflows, from managing projects to invoicing and getting paid.
- How to invite team members to Bonsai
- How to configure settings for individual membersAs an account Owner and Partner learn how to configure individual member settings including permissions, roles, teams, holiday calendars, capacity, and billing rates.
- How to set billable and cost rates
- How to manage your team’s permissions, roles and accessAs an Account Owner or Partner, learn how to update team permissions and remove members from projects or your company.
- All about user permissions in BonsaiUser permissions control what each team member can access and manage inside your Bonsai account.
- Custom permission profilesEverything you need to know about customizing permission profiles.
- Setting and tracking team capacity