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Getting Started Guide

Getting Started Guide

Wondering where to start? Get to know the basics to put your freelancing on autopilot!

6 articles
Matt avatarAmanda Moore avatar
Written by Matt and Amanda Moore

How to set up Scheduling for different durations?

Scheduling 45 minute, 60 minute or other durations for meetings.
Matt avatar
Written by Matt. Updated over a week ago

How do I get started with Bonsai and set up my account? (Start Here!)

A quick-start guide to help you get your freelance business up and running with Bonsai ASAP!
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

How can I import data into Bonsai?

Upload .csv files to import Clients, Tracked Time, Expenses and Paid Invoices!
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

What are Proposals and How Do I Use Them? (Onboarding / Overview)

Use Proposals to pitch work to new or existing clients!
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

What are Invoices and How Do I Use Them? (Onboarding / Overview)

How to use Bonsai for your invoicing needs!
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

What Is Bonsai Cash and How Do I Use It? (Onboarding / Overview)

Bonsai Cash is an easy to use business checking account to save, manage, and spend your funds.
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago
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