Getting Started Guide
Wondering where to start? Get to know the basics to put your freelancing on autopilot!
6 articles
Written by Matt and Amanda Moore
How to set up Scheduling for different durations?
Scheduling 45 minute, 60 minute or other durations for meetings.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!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!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!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!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.Written by Amanda Moore. Updated over a week ago