Account Settings
16 articles
- How to change your personal or business informationHow to change things like your email, password, business name, address, and default currency.
- Customize your home dashboardSee the information that matters most to your business in one place.
- How to update your company logo and header on your documentsLearn how to customize your company branding on invoices, proposals, and contracts by updating your logo and header.
- How to set default messages when sending documents to clientsA step-by-step guide for setting default messages when sending proposals, contracts, and invoices to your clients.
- Email and calendar syncConnect Gmail or Outlook to automatically sync emails, meetings, and CRM activity
- Customizing the 'from' email address when sending documentsHow to customize the 'from' email address when sending documents.
- Granting Account AccessGranting and revoking Support team's access to your account data
- Importing data into BonsaiUpload .csv files to import clients, tracked time, expenses and paid invoices.
- Archiving or deleting imported data
- Custom fieldsAdd and manage custom fields in Bonsai to organize projects, tasks, clients, contacts, and deals more effectively.
- Switching between companies in BonsaiYou can switch between companies in just a few clicks.
- How to create and manage Custom ViewsCustomize and focus on the data that matters most
- How to export your account data from BonsaiExplore how your invoices, clients, expenses, time tracked, and projects can be exported from Bonsai.
- Bonsai's white labelling featuresLearn all there is to know about Bonsai white labeling.
- Changing the email login associated with your Bonsai accountTo help simplify your login experience
- How to switch from Google sign-in to email and passwordHow to change your sign-in method from using Google to signing in with your email address and a password.