Subscription & Account Settings
Get all your general questions about using Bonsai answered.
28 articles
How our free trial worksExperience the full power of Bonsai with a 7-day free 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 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.
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.
How to invite team members to Bonsai
How to configure individual members' settingsAs an account Owner and Partner learn how to configure individual member settings including permissions, roles, teams, holiday calendars, capacity, and billing rates.
How to manage your team’s permissions, roles and accessAs an Account Owner or Partner, learn how to update team permissions and remove members from projects or your company.
All about user permissions in BonsaiUser permissions control what each team member can access and manage inside your Bonsai account.
Custom permission profilesEverything you need to know about customizing permission profiles.