Bonsai

More information on how to manage your Clients and Projects in Bonsai!

Client & Project Management

Bonsai's workflow automations are simple to set up and save you hours each week.

Invalid email addresses and unrecognized domains

Discover how you can add more email addresses for your client.

Discover if your clients need a Bonsai account to pay invoices or sign contracts.

Details on how to add, edit, and delete clients from the client list

How can clients add files from the Client Portal?

Adding private notes on my clients and projects

Learn where you can edit project details such as start or end date and currency.

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

Upload and send files to your clients right from your projects.

Learn how an active project can be archived or ended.

Find answers and get help from Intercom Support and Community Experts

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