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General Questions & Overview
General Questions & Overview
Get all your general questions about using Bonsai answered.
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47 articles in this collection
Written by
Matt Nish,
Dev Team,
Andrew Lewis
and 1 other
How Can I Display Portfolio Items On My Bonsai Profile?
Add Portfolio Items To Your Profile
Written by
Andrew Lewis
Updated over a week ago
How Can I Make My Profile Public/Private?
Make Profile Public or Private
Written by
Andrew Lewis
Updated over a week ago
How Can I Update My Public Profile?
Create, update and disable my public profile
Written by
Andrew Lewis
Updated over a week ago
How Do I Create Custom Forms/Questionnaire In Bonsai?
Send custom forms, build automations and embed forms directly into your website!
Written by
Andrew Lewis
Updated over a week ago
General Bonsai FAQ
Which currencies does Bonsai support?
Currencies
Written by
Amanda Moore
Updated over a week ago
What Bonsai apps are available on iOS, Android, and Mac?
Download the Bonsai mobile app for iOS, Mac or Android.
Written by
Matt Nish
Updated over a week ago
Which countries and languages does Bonsai support?
Languages, countries, localization, internationalization
Written by
Matt Nish
Updated over a week ago
Do I need to create an account to use Bonsai as a client?
What can I do with/without creating a Bonsai account?
Written by
Matt Nish
Updated over a week ago
Does Bonsai have a browser extension and what are its functionalities?
Written by
Andrew Lewis
Updated over a week ago
Does Bonsai Allow Browser Notifications?
Browser Notifications
Written by
Andrew Lewis
Updated over a week ago
How can I turn on / off sounds for the Mac OSx time tracker?
Managing my sound preferences for Mac OS
Written by
Andrew Lewis
Updated over a week ago
How can I contact Bonsai?
Discover how you can contact Bonsai.
Written by
Matt Nish
Updated over a week ago
How does Bonsai keeps my bank information safe?
Learn why your bank information is safe with Bonsai.
Written by
Andrew Lewis
Updated over a week ago
Will I receive a 1099-K for my payments?
Does Bonsai issue 1099-Ks for payments?
Written by
Matt Nish
Updated over a week ago
Your Bonsai Subscription
Can I add a backup card for my Bonsai Subscription?
Add a backup card and stay ahead of billing issues
Written by
Amanda Moore
Updated over a week ago
What features are available for the "Limited" plan?
Learn more about the Limited plan on Bonsai.
Written by
Matt Nish
Updated over a week ago
How can I change my subscription plan?
Discover how your current subscription plan can be changed.
Written by
Andrew Lewis
Updated over a week ago
Your Free Trial With Bonsai
Everything you need to know about trialing with Bonsai!
Written by
Andrew Lewis
Updated over a week ago
How can I download a copy of my receipt for my subscription payment?
Download PDF Receipt Subscription Payment
Written by
Andrew Lewis
Updated over a week ago
How do I delete my account?
Deleting my account data and GDPR compliance
Written by
Matt Nish
Updated over a week ago
How can I change the payment method of my subscription?
If you want to change the credit card used to pay your Bonsai subscription, follow these steps.
Written by
Andrew Lewis
Updated over a week ago
How can I delete my Bonsai account?
Steps you can follow to permanently delete your Bonsai account.
Written by
Matt Nish
Updated over a week ago
What does Bonsai cost freelancers?
What are the prices for a subscription to Bonsai?
Written by
Matt Nish
Updated over a week ago
How Do I Cancel/Pause My Bonsai Subscription?
Instructions on how to manage your Bonsai Subscription!
Written by
Andrew Lewis
Updated over a week ago
What is your refund policy?
Bonsai's refund policy explained.
Written by
Andrew Lewis
Updated over a week ago
Professional Plan Features
How can I use my Client Portal?
What is my branded project portal and how can I use it?
Written by
Dev Team
Updated over a week ago
What is "Dual Mode", "Contractor Mode" and "Client Mode"? How can I switch?
Understanding contractor vs client mode
Written by
Matt Nish
Updated over a week ago
How can I add new vendors?
Managing new vendors within Bonsai
Written by
Andrew Lewis
Updated over a week ago
How Can I Enable White Labeling?
Activate White Labeling
Written by
Andrew Lewis
Updated over a week ago
What is Bonsai white labeling?
Learn all there is to know about Bonsai white labeling.
Written by
Matt Nish
Updated over a week ago
Account Settings
How Can I Add A Background To My Proposals and Invoices?
Add Logo and Background Images To Documents
Written by
Andrew Lewis
Updated over a week ago
How can I change my company's logo?
Step by step guide to changing your company logo.
Written by
Andrew Lewis
Updated over a week ago
How Can I Change The Default Size Of The Logo On My Documents?
Update Default Logo Size
Written by
Andrew Lewis
Updated over a week ago
How Can I Add/Update The Default Background on My Documents?
Add Update Default Background Banner Image Documents Proposal Invoice
Written by
Andrew Lewis
Updated over a week ago
Changing Your Personal or Business Details
How to change things like your Email, Password, Business Name, Address and Default Currency.
Written by
Andrew Lewis
Updated over a week ago
How Can I Change My Profile URL?
Set Change Update Profile URL
Written by
Andrew Lewis
Updated over a week ago
Managing Your Documents
How can I delete a proposal / contract / invoice?
Deleting my project documents permanently
Written by
Andrew Lewis
Updated over a week ago
How can I set default messages when I send a proposal, contract, or invoice to my client?
Step by step guide to setting up default messages for sending a proposal, contract, or invoice to your client.
Written by
Matt Nish
Updated over a week ago
How Can I Add Default Messages To My Documents (Invoices, Proposals, and Contracts)?
Add Default Messages To Documents Including Invoices, Proposals, and Contracts
Written by
Andrew Lewis
Updated over a week ago
Can I recover or undelete a deleted proposal / contract / invoice etc?
Discover if you can recover or undelete a proposal, contract, invoice, etc. that has been deleted.
Written by
Matt Nish
Updated over a week ago
How can I export or download my invoice, client, or project data?
Explore how your invoices or client and project data can be exported from Bonsai.
Written by
Matt Nish
Updated over a week ago
How can I turn off automatic invoice reminders?
Learn how you can disable automatic invoice reminders to yourself or your clients.
Written by
Matt Nish
Updated over a week ago
Collaborators & Partners
What are collaborators in projects?
Available for all plans
Written by
Matt Nish
Updated over a week ago
Where can I view a list of all my collaborators?
Viewing a list of all your collaborators
Written by
Andrew Lewis
Updated over a week ago
How can I collaborate on projects?
Working with clients and team members on projects
Written by
Matt Nish
Updated over a week ago
Referral & Affiliate Programs
How Can I Benefit From Bonsai's Referral Program?
Details On Sharing Bonsai With A Friend And How To Access Bonsai's Referral Program
Written by
Andrew Lewis
Updated over a week ago
Does Bonsai offer a referral or affiliate program?
Discover all there is to know about Bonsai's referral and affiliate program.
Written by
Matt Nish
Updated over a week ago