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?

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