Contact Us

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Frequently asked questions
What payment methods does Bonsai support, and what are the fees involved?
What do the Outstanding, Overdue, Pending, and Paid categories mean for
payments in Bonsai?
Understanding Payout Schedules in Bonsai Payments
How can | use my Client Portal?
What Is Bonsai Cash and How Do | Use It?
Why Is My PayPal Payment “Pending” In Bonsai?
What integrated payment methods does Bonsai support?
What features are available for the “Limited” plan?
What is Auto Invoicing or “Subscription Invoices?”
How can | add Integrated payment methods, like pay by credit card, or “other”
payment methods to my invoices?
|@ bonsai Product Industries  Templates Pricing Resources Reviews Login
@ b onsai Products Business Types Resources Templates
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|@ bonsai Product Industries  Templates Pricing Resources Reviews Login
Small businesses Agencies Freelancers
How can we help~
Get in touch with us or search for answers in our help
center.
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Send us an email Chat with us Help Center

Reach us at Use the in-app chat on the bottom Browse through our documentation

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Frequently asked questions é?


Forms

appName: Bonsai

appCategory: Business

appTagline: Business and invoicing management solution

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

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pageType: Application Application

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Affiliate Program

pageType: Marketing

hotspotType: Scroll Vertically

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pageType: Marketing Marketing Marketing Marketing Marketing

screenKeywords:
@ bonsai Product Industries Templates Pricing Resources Reviews Login Start free

- Starter monthly plan: $50 clicking your link. optimize your performance with

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Why partner with Bonsai?
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than $2,000 a month on average. subscriptions you bring. affiliate expert who'll help you
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following commissions: user who signs up within 60 days of your affiliate dashboard and
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- Starter yearly: $65 referral statistics.
- Professional monthly: $75
- Professional yearly: $115
- Business monthly: $150
- Business yearly: $200
|@ bonsai Product Industries  Templates Pricing Resources Reviews Login
@ b onsai Products Business Types Resources Templates
Proposals Accounting Freelance Resources Contracts v
Company Contracts Agencies Blog Proposals v
Invoicing Architecture How to Write a Contract Invoices v
lelpicantes Client CRM Beauty and Wellness How to Bill a Client Forms N
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audience to try Bonsai. .
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link, you'll earn 200% CPA of the customer’s first monthly payment @  Ssocial Network
and 30% CPA for yearly plans. The more you promote Bonsai on
your channels, the greater your chances of earning more
commissions.
Apply now
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Marking a task as complete

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screenKeywords:
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Payment Methods
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|Payment Methods
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tripe
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PayPal
Connect your PayPal account or create a new one to start
accepting online payments immediately.
Connect to PayPal
@ You successfully updated your default
Have questions? Contact Support payment methods.


Preview invoice

pageType: Application Application Application

screenKeywords:
Click the ‘Share Invoice’ button to send to your client.
Using this page, your client can add their card on file for
automatic billing in the future.
I\l ‘»le Doe Compqny Invoice A reminder to their email before each upcoming payment. They can log
STUDIO #1001 in to manage payments or cancel billing at any time.
Due on Mar 8, 2024
Joe Doe Jane Doe February 7, 2024
Joe Studio Doe Company
75 Ayer Rajah Crescent, #02-02  janesmithl.mobbin@gmail.com March 8, 2024
Singapore, Singapore, 139953 '
Singapore
jdoe.mobbin@gmail.com
Design Project with Doe Studio
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Project Hours Worked 1.002 $20.00/ hr $20.04
|Design Project with Doe Studio
ITEMS QTY PRICE TOTAL
Project Hours Worked 1.002 $20.00/ hr $20.04
Flyer Design 1 $50.00/ hr $50.00
Design, layout and copy of a flyer based on the brand style guide. A
reusable flyer template shall be provided in its raw file.
Subtotal $70.04
Total Amount $70.04 USD
TIMESHEETS
Design Project with Doe Studio Timesheet (February 6, 2024 to February 6, 2024)
PAYMENT
Contact jdoe.mobbin@gmail.com for details on how to pay.
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Changing theme

pageType: Application Application Application Application Application Application

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[E] bonsai Product Industries Templates Pricing Resources Reviews Login
trusted business in your niche. With such solid foundations, the future is
surely a bright one.
Table of contents Sign-up with Bonsai today to start your agency on the right foot.
1. Build your personal foundation
2. Find your niche
3. Build f bt
. Build a team of experts

P TOP RATED

4. Optimize everything for search Task Management
Software
5. Get social
SOFTWAREWORLD
6. Focus on lead generation ~—
7. Set your business model Bonsai rated as Top Task
— - . Management Software
PO JUAEP DRy S AP by SoftwareWorld
Integrate your proposals, contracts, invoices, Tryit free
and more with Bonsai.
@ b onsai Products Business Types Resources Templates
Proposals Accounting Freelance Resources Contracts N4
In!:egrate your proposals, contracts, invoices, and more Enter your email
with Bonsai.
|[E] bonsai Product Industries Templates Pricing Resources Reviews Login
3 CJ Haughey Updated on: December 11, 2022

Table of contents o o o ) ) )
Digital marketing is an ever-evolving industry, forcing businesses to stay agile

1. Build your personal foundation . . ] .
in order to survive and constantly get new clients to sign contract templates

2. Find your niche .
or agreement templates with.

3. Build a team of experts

4. Optimize everything for search When you're trying to figure out how to start a digital marketing agency, or

5. Get social what is a creative agency, there are many pitfalls awaiting you. It's easy to

6. Focus on lead generation get lost in the storm, and many new ventures crash before they ever really

7. Set your business model get going.

Take your agency to the next level You need a solid strategy for success from the very outset. Here are seven
essential steps that you should take to get your agency off the ground and
maybe be one day among the top digital agencies.

1. Build your personal foundation
If you're going to brand yourself as an expert in digital marketing, you need
to actually become a digital marketing expert! At the very least, you should
have a good understanding of the following aspects:
¢ How to build landing pages
In.tegrate your proposals, contracts, invoices, and more Enter your email
with Bonsai.
|@ bonsai Product Industries  Templates Pricing Resources Reviews Login
2. Find your niche
Table of contents Specializing in one small area may seem like it's bad for business, but it is the
1. Build your personal foundation smartest move you can make today. Competition is intense, and the need to \(f:
2.Find your niche stand out from your rivals is more important than ever.
3. Build a team of experts
With a clearly-defined niche, you can focus on a smaller, but more qualified Cithexs
4. Optimize everything for search . . . . s ikl :
audience that is genuinely interested in what you offer. You can learn about (IOl e LT c.lre e
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. Focus on lead generation . . . .
solution for them.When it comes to the niche, sometimes a brand Bonsai took a closer look at how
7. Set your business model . . . . businesses are digitizing—and how
questionnaire and brand identity strategy can help. those transformations are already
Take your agency to the next level
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Inj:egrate your proposals, contracts, invoices, and more Enter your email
with Bonsai.
|@ bonsai Product Industries Templates Pricing Resources Reviews Login
Small businesses Agencies Freelancers
< Back to Blog
7 steps to launching your
digital marketing agency
#Start a business #Agencies
8 minute read
Integrate your propos'qls, contracts, invoices, Try it free
and more with Bonsai.
3 CJ Haughey Updated on: December 11, 2022
Table of contents o o o ) ) )
Digital marketing is an ever-evolving industry, forcing businesses to stay agile
1. Build your personal foundation ) ] ] .
in order to survive and constantly get new clients to sign contract templates
2. Find your niche .
or agreement templates with.
3. Build a team of experts
4. Optimize everything for search When you're trying to figure out how to start a digital marketing agency, or
5l Gatsccidl what is a creative agency, there are many pitfalls awaiting you. It's easy to
|@ bonsai Product Industries  Templates Pricing Resources Reviews Login
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potential if you have a solid plan and the
right team. Get started with our 7 step
guide.
3 CJ Haughey
1/1


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how can | use it? methods and fees at Bonsai payments with Bonsai Payments
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General Questions & Overview Invoicing & Getting Paid
Get all your general questions about using Bonsai Learn how to create professional looking invoices and
answered. start getting paid faster!
55 articles 64 articles
Proposals Contracts
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and password? Two-minute Client Portal
At this time, we always use a secure email link as a means to access the client Overview
portal both for §ecurlty reasons (particularly with more sensitive client project data) Client Portal Benefits
and for convenience.
How do | enable my Client
If a client has several contacts, can all the contacts use the portal? Portal?
Every contact on a client in your account can access the client portal. So, if you How do my clients access my
have a project with Smith & Co and there are 2 contacts (john and jane) in their Client Portal?
client details, then both of those contacts will be able to log into your portal. ‘
How do | update my Client
Portal branding?
Can | see what my client portal
looks like?
Client Access to the Portal
Related Articles ‘ .
Other Client Portal Questions:
How can | edit a client's info? >
Can | send files to my client? >
Do | need to create an account to use Bonsai as a client? >
Can my clients upload files to a project? >
Can | add links to my projects like Google Drive, Dropbox, Notion, etc? >
Did this answer your question?
|. . 2
How do | update my Client Portal branding? Twouminute Client Portal
. " . L . . Overview
First, make sure that you have enabled "Whitelabeling" in your Branding settings so
that it is set to "Show Your Brand". Save your changes and this will ensure that Client Portal Benefits
clients see your branding in your emails to them, as well as on all client-facing How do | enable my Client
pages. Portal?
From there, make sure your "Company Logo" has been saved in order to ensure How do my clients access my
R Client Portal?
your correct logo is used.
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To update the background image on your Client Portal, go to your Client Portal Portal branding?
settings page and upload a new image: Can | see what my client portal
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|@ GotoBonsai My Account Feature Requests @) English v
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General Questions & Overview Invoicing & Getting Paid
Get all your general questions about using Bonsai Learn how to create professional looking invoices and
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55 articles 64 articles
Proposals Contracts
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What is the Client Portal and how can | Overview
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use |t? Client Portal Benefits
What is my branded client portal and how can | use it with my clients? How do | enable my Client
Portal?
Updated over a week ago
How do my clients access my
Client Portal?
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Portal branding?
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Privacy

pagePatterns:
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pageType: Marketing Marketing Marketing

screenKeywords:
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@ b onsai Products Business Types Resources Templates
Proposals Accounting Freelance Resources Contracts v
Company Contracts Agencies Blog Proposals v
Invoicing Architecture How to Write a Contract Invoices v
lelpicantes Client CRM Beauty and Wellness How to Bill a Client Forms N
Conterctts Scheduling Coaching Online Signature Maker Quotes v
A Time tracking Consulting Online Invoice Generator Scopes of work v
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|@) bonsai Product Industries  Templates  Pricing Resources  Reviews Login Start free
We employ and contract with people and other entities that perform certain tasks on our behalf and
who are under our control (our “Agents”). We may need to share personal information with our Agents in
order to provide products or services to you. Unless we tell you differently, our Agents do not have any
right to use Personal Information or other information we share with them beyond what is necessary to
assist us. You hereby consent to our sharing of Personal Information with our Agents.

We may choose to buy or sell assets. In these types of transactions, user information is typically one of
the transferred business assets. Moreover, if we, or substantially all of our assets, were acquired, or if we
go out of business or enter bankruptcy, user information would be one of the assets that is transferred or
acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer of us
or our assets may continue to use your personal information as set forth in this policy.

Cookie Policy

You can find our complete cookie policy on this address: https:/www.iubenda.com/privacy-
policy/35324406/cookie-policy

User Access Request

Users have the right to understand what data is being used and how it is being used. You can receive
this information by submitting a request to team at hellobonsai dot com. The information you will receive
will include:

- What personal information pertaining to the user is being processed

- Why this information is being processed

- Who has access to this personal information about the user

- How this personal information is being used in automated decisions

- What processes are using this information

Changes to the Privacy Policy

We may amend this Privacy Policy from time to time. Use of information we collect now is subject to the
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an email. A user is bound by any changes to the Privacy Policy when he or she uses the Services after
such changes have been first posted.

Should you have any question or concern, please write to team at hellobonsai dot com.
|@) bonsai Product Industries  Templates  Pricing Resources  Reviews Login Start free
Small businesses Agencies Freelancers
Privac
At Bonsai, we collect and manage user data according to the following Privacy Policy. This document is
part of Bonsai's Terms of Service, and by using HelloBonsai.com (the “Website”), you agree to the terms
of this Privacy Policy and the Terms of Service. Please read the Terms of Service in their entirety, and refer
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Data Collected
We collect data from every visitor of the Website to monitor traffic and fix bugs. For example, we collect
information like web requests, the data sent in response to such requests, the Internet Protocol address,
the browser type, the browser language, and a timestamp for the request.
We ask you to log in and provide certain personal information (such as your name and email address) in
order to be able to save your profile and the contracts associated with it. In order to enable these or any
other login based features, we use cookies to store session information for your convenience. You can
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You are able to view, change and remove your data associated with your profile. Should you choose to
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Minors and children should not use Bonsai. By using the Website, you represent that you have the legal
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In addition to the data we collect through your direct use of the software, Bonsai also integrates with
third party applications to enhance the features it provides. In particular, Bonsai offers a Google


Adding an image and note

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@ What are business vs personal expenses? Create Expense
Have questions? Contact Support


Pricing

pagePatterns:
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pagePatterns:
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pageType: Marketing Marketing Marketing Marketing

screenKeywords:
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Best value for money
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Starter Professional Business
$ 21 /month $ 32 /month $ 66 /month
Start for free Start for free Start for free
Ideal for freelancers and contractors Everything a growing independent The perfect package for smalll
just starting out. business needs to thrive. businesses and agencies.
Billed annually. Billed annually. Billed annually.
v All Templates v Everything in Starter, plus: v Everything in Professional, plus:
v Unlimited Clients & Projects v Remove Bonsai Branding v Subcontractor Management
v Invoicing & Payments v Workflow Automations v Hiring Agreement Templates
(1099 contractors)
v Proposal & Contracts v Branded Client Portal
v Subcontractor Onboarding
v Scheduling v Unlimited Scheduling Events
v Talent Pool
v Tasks & Time Tracking v QuickBooks Integration
v Unlimited Subcontractors
v Client CRM v Calendly Integration
v Forms & Questionnaires v Zapier Integration
v Expense Tracking
Start for free Start for free Start for free
|@ bonsai Product Industries  Templates Pricing Resources Reviews Go to dashboard
Agencies Consultancies Professional services
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Monthly Yearly
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|@ bonsai Product Industries  Templates Pricing Resources Reviews Go to dashboard
°
Take it to the
°
next level with add-ons
Team Seat Bonsai Tax
Invite teammates to Track expenses, identify
collaborate on projects, track write-offs, and estimate
time and manage clients. quarterly taxes easily.
Learn more
$10 /month $10 /month
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Jane Smith janesmith1.mobbin@gmail.com Collaborator — Invite Pending eoe
Scheduling
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Jon Smith jsmith.mobbin2@gmail.com Collaborator 1Project Feb 8, 2024 eoe

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