Subscription & Account Settings
Get all your general questions about using Bonsai answered.
25 articles
- How our free trial worksExperience the full power of Bonsai with a 7-day free trial.
- Signing in to Bonsai with your Zoom accountUse your Zoom account to log in and manage meetings in Bonsai.
- Bonsai's pricing and subscription plansUnderstand Bonsai subscription plans, pricing structure, add-ons, and payment fees
- How to change your subscription planDiscover how your current subscription plan can be modified.
- Managing your Bonsai subscription that was purchased through ZoomHow to manage your Bonsai subscription that was purchased through Zoom
- How to change your Subscription payment methodTaking a closer look at changing the payment method used to pay your Bonsai subscription.
- How to download a subscription payment receiptFollow these steps to access a PDF copy of your subscription payment receipt.
- Paying sales tax on your Bonsai subscriptionUnderstanding applicable sales tax on your Bonsai subscription.
- What you can do on a free "Limited" subscription planLearn more about the Limited plan on Bonsai.
- Pausing or cancelling your Bonsai subscriptionInstructions on how to manage your Bonsai Subscription.
- Learn more about Bonsai's refund policyA guide on our refund policy.
- How to deactivate or delete your Bonsai accountFollow these steps to deactivate your Bonsai account.
- Using Bonsai without creating an accountWhat clients can do without creating a Bonsai account.
- How to change your personal or business informationHow to change things like your email, password, business name, address, and default currency.
- How to update your company logo and header on your documentsLearn how to customize your company branding on invoices, proposals, and contracts by updating your logo and header.
- How to set default messages when sending documents to clientsA step-by-step guide for setting default messages when sending proposals, contracts, and invoices to your clients.
- Customizing the 'from' email address when sending documentsHow to customize the 'from' email address when sending documents.
- Granting Account AccessGranting and revoking Support team's access to your account data
- Importing data into BonsaiUpload .csv files to import clients, tracked time, expenses and paid invoices.
- Custom fieldsAdd and manage custom fields in Bonsai to organize projects, tasks, clients, contacts, and deals more effectively.
- Switching between companies in BonsaiYou can switch between companies in just a few clicks.
- How to create and manage Custom ViewsCustomize and focus on the data that matters most
- How to export your account data from BonsaiExplore how your invoices, clients, expenses, time tracked, and projects can be exported from Bonsai.
- Bonsai's white labelling featuresLearn all there is to know about Bonsai white labeling.