Subscription & Account Settings
Get all your general questions about using Bonsai answered.
24 articles
How our free trial worksExperience the power of Bonsai firsthand with our free 7-day trial.
Sign in to Bonsai with your Zoom accountUse your Zoom account to log in and manage meetings in Bonsai.
Bonsai's pricing and subscription plansFind out more about the cost of using Bonsai and explore our various subscription options.
How to change your subscription planDiscover how your current subscription plan can be modified.
Change the payment method on your Bonsai subscriptionTaking 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 your Bonsai accountFollow these steps to deactivate your Bonsai account.
How to change your personal or business informationHow to change things like your email, password, business name, address, and default currency.
Updating the company logo and header on your documentsA step-by-step guide to change your company logo and adjust the header on your Bonsai account and documents.
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.
Inviting your team members to Bonsai
Managing your team's access in BonsaiAs an account Owner or Partner, you can alter team roles and remove members from projects or your company.
User permissions in BonsaiUser permissions control what each team member can access and manage inside your Bonsai account.