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Client & Project Management
More information on how to manage your Clients and Projects in Bonsai!
17 articles
Can I add or edit custom fields on my clients?
Workflow automations
I am sure that my client's email address is correct but your system thinks that it is invalid, what can I do?
How Can I Edit My Client's Contact Person's Email Address?
Is it possible to add more than one email to a client?
Do my clients need Bonsai accounts to sign contracts or pay invoices?
How can I edit a client's info?
Can I create tasks under my Projects?
How Can I Rename My Project?
How can I complete or archive a project?
Can I take notes in Bonsai?
How can I edit my project details like currency, start and end date, etc?
How can I turn off notifications and reminders for my project?
Can I send files to my client?
How can I end or archive a project?
Can my clients upload files to a project?
Can I add links to my projects like Google Drive, Dropbox, Notion, etc?