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Client & Project Management
More information on how to manage your Clients and Projects in Bonsai!
21 articles
Project Insights
Workflow automations
How to troubleshoot “Please enter a valid email” message on a correct client email address
Paying invoices, signing contracts and accepting proposals as a client
How to add and edit your client's information
Sharing and managing task with clients through your client portal
Leveraging the client portal for enhanced client collaboration
Creating tasks with Bonsai
How to edit your project's name
How to complete, archive or delete a project
Taking notes in Bonsai
Editing your project's settings and configuration
How to turn off automatic notifications and reminders for your project
How to send files to your clients
Clients uploading files to projects
Adding links to my projects like Google Drive, Dropbox, Notion, etc.
Project budgets
Custom project numbering and project IDs
Project Billing Types
Billing setting: Service hourly rates (Tasks)
Budget forecast based on task estimates