Client & Project Management

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

15 articles in this collection
Written by Matt Nish, Andrew Lewis, and Amanda Moore

Client Management

Can I add or edit custom fields on my clients?

Written by Amanda Moore
Updated over a week ago

Can I create global automations or automation presets in Bonsai?

Learn more about automating workflows in Bonsai

Written by Andrew Lewis
Updated over a week ago

I am sure that my client's email address is correct but your system thinks that it is invalid, what can I do?

Invalid email addresses and unrecognized domains

Written by Andrew Lewis
Updated over a week ago

How Can I Edit My Client's Contact Person's Email Address?

Edit Client Contact Email Address

Written by Andrew Lewis
Updated over a week ago

Is it possible to add more than one email to a client?

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

Written by Andrew Lewis
Updated over a week ago

Do my clients need Bonsai accounts to sign contracts or pay invoices?

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

Written by Matt Nish
Updated over a week ago

How can I edit a client's info?

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

Written by Matt Nish
Updated over a week ago

Project Management

Can I create tasks under my Projects?

Task management in Bonsai

Written by Amanda Moore
Updated over a week ago

How Can I Rename My Project?

Change Project Name

Written by Andrew Lewis
Updated over a week ago

How can I complete or archive a project?

Archiving projects that have ended

Written by Andrew Lewis
Updated over a week ago

Can I take notes in Bonsai?

Adding private comments on my projects

Written by Andrew Lewis
Updated over a week ago

How can I edit my project details like currency, start and end date, etc?

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

Written by Matt Nish
Updated over a week ago

How can I turn off notifications and reminders for my project?

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

Written by Matt Nish
Updated over a week ago

What is Bonsai's Secure Messaging?

Read all there is to know about Bonsai's secure messaging feature.

Written by Matt Nish
Updated over a week ago

How can I end or archive a project?

Learn how an active project can be archived or ended.

Written by Matt Nish
Updated over a week ago