Bonsai

How Can I Display Portfolio Items On My Bonsai Profile?

How Can I Make My Profile Public/Private?

Create, update and disable my public profile

How Can I Update My Public Profile?

Send custom forms, build automations and embed forms directly into your website!

How Do I Create Custom Forms/Questionnaire In Bonsai?

Amanda Moore

Matt

Dev Team

Get all your general questions about using Bonsai answered.

General Questions & Overview

Which currencies does Bonsai support?

What to do if I received an security email notification but don't recognize it.

I received a security code email but did not request it.

Download the Bonsai mobile app for iOS, Mac or Android.

What Bonsai apps are available on iOS, Android, and Mac?

Languages, countries, localization, internationalization

Which countries and languages does Bonsai support?

What can I do with/without creating a Bonsai account?

Do I need to create an account to use Bonsai as a client?

Does Bonsai have a browser extension and what are its functionalities?

Does Bonsai Allow Browser Notifications?

How can I turn on / off sounds for the Mac OSx time tracker?

How can I contact Bonsai?

Learn why your bank information is safe with Bonsai.

How does Bonsai keeps my bank information safe?

Will I receive a 1099-K for my payments?

General Bonsai FAQ

Add a backup card and stay ahead of billing issues

Can I add a backup card for my Bonsai Subscription?

Learn more about the Limited plan on Bonsai.

What features are available for the "Limited" plan?

Discover how your current subscription plan can be changed.

How can I change my subscription plan?

How does the free trial work?

Download PDF Receipt Subscription Payment

How can I download a copy of my receipt for my subscription payment?

Deleting my account data and GDPR compliance

How do I delete my account?

If you want to change the credit card used to pay your Bonsai subscription, follow these steps.

​​​How can I change the ​payment method of my subscription?

Steps you can follow to permanently delete your Bonsai account.

How can I delete my Bonsai account?

What are the prices for a subscription to Bonsai?

What does Bonsai cost freelancers?

Instructions on how to manage your Bonsai Subscription!

How Do I Cancel/Pause My Bonsai Subscription?

What is your refund policy?

Your Bonsai Subscription

What is my branded project portal and how can I use it?

How can I use my Client Portal?

What is "Dual Mode", "Contractor Mode" and "Client Mode"?  How can I switch?

How can I add new vendors?

How Can I Enable White Labeling?

Learn all there is to know about Bonsai white labeling.

What is Bonsai white labeling?

Professional Plan Features

Add Logo and Background Images To Documents

How Can I Add A Background To My Proposals and Invoices?

Step by step guide to changing your company logo.

How can I change my company's logo?

How Can I Change The Default Size Of The Logo On My Documents?

Add Update Default Background Banner Image Documents Proposal Invoice

How Can I Add/Update The Default Background on My Documents?

How to change things like your Email, Password, Business Name, Address and Default Currency.

Changing Your Personal or Business Details

How Can I Change My Profile URL?

Account Settings

Deleting my project documents permanently

How can I delete a proposal / contract / invoice?

Step by step guide to setting up default messages for sending a proposal, contract, or invoice to your client.

How can I set default messages when I send a proposal, contract, or invoice to my client?

Add Default Messages To Documents Including Invoices, Proposals, and Contracts

How Can I Add Default Messages To My Documents (Invoices, Proposals, and Contracts)?

Discover if you can recover or undelete a proposal, contract, invoice, etc. that has been deleted.

Can I recover or undelete a deleted proposal / contract / invoice etc?

Explore how your invoices or client and project data can be exported from Bonsai.

How can I export or download my invoice, client, or project data?

Learn how you can disable automatic invoice reminders to yourself or your clients.

How can I turn off automatic invoice reminders?

Managing Your Documents

What are collaborators in projects?

Where can I view a list of all my collaborators?

Working with clients and team members on projects

How can I collaborate on projects?

Collaborators & Partners

Details On Sharing Bonsai With A Friend And How To Access Bonsai's Referral Program