Enjoy work as a virtual professional but you do not fancy the business and legal aspects of the job? Introducing Hello Bonsai, an online tool that will make managing finances, creating invoice payments, and writing contracts and proposals a breeze.

2. Go to Site

3. Choose account

4. Create account (Free but not for long)

5. Come July 5, 2017 the following
rates shall apply

6. Fill in details

7. Enter email address,

8. Full Name,

9. Enter password

10. Company Name (optional)

11. Submit form

12. Welcome to Bonsai!

13. App walk through:Contracts

14. App walk through: Invoices

15. App walk through: Tracking

16. We can now start! But first...

17. Log into email account

18. Verify email adress

19. Getting Familiar with
the Hello Bonsai Interface

20. Dashboard: Overview of invoices
(pending, paid) and contracts

21. Projects: Active, Completed,
Archived Projects in a Glance

22. Create New Projects here

23. Or end/delete them

24. Contracts: Summary of all your
contracts (draft, signed, accepted, etc.)

25. You can also create a new contract here

26. Invoices: Overview of all your
invoices

27. Sort Invoices here...

28. ...or create a new one

29. Let’s create a new project

30. Create a New Project

31. Enter client details

32. Add client
add client details

33. Select client from list

34. Fill in project title

35. Fill in contract period

36. Choose Payment scheme

37. Set rate and currency

38. Select frequency of invoice

39. And create project

40. Let’s create our first project

41. Modify payment settings

42. Enable desired payment methd

43. Log in to PayPal (Stripe or Coinbase)

44. Log in to PayPal (Stripe or Coinbase)

45. Process consent

46. Save setting

47. Check connection

48. Now let’s create a
contract under an
existing project

49. Go to ‘Projects’

50. Open a saved project

51. Create new contract

52. Select contract type

53. Select contract type

54. Fill in Basic Info
(App is currently available in Canada, US, & the UK)

55. Choose
‘Other’
countries
and this
will pop up

56. Proceed to next step

57. Customize your contract
terms

58. Fill in Scope of Work

59. You have an option to attach a
more detailed work description

60. Proceed to next step

61. Choose how you will get paid

62. Invoices are automatically generated

63. Review draft contract

64. Edit if necessary

65. Customize contract by adding a logo

66. Or add more content to the contract

67. Sign Contract after review

68. Confirm your e-signature

69. Forgot something? You can still unsign
and edit contract

70. Once done, send contract directly to
client

71. Looking good!

72. First contract sent!

73. A notification email will be sent once
contract is signed

74. View your invoices through email

75. You will be directed to the
project view

76. Editing your profile

77. Edit profile: Add location

78. Edit profile: Add bio

79. Edit profile: Add skills

80. Edit profile: Add items to porfolio

81. Edit profile: Change availability

82. Changing Settings

83. Editing account settings
(Personal Info, Photo, Email Address, Password)

84. Once done, confirm update

85. Editing company settings

86. Change your company name, logo, etc.

87. Editing payment methods

88. Choose how you will be paid

89. Third party integrations

90. So far, only zapier is available

91. Data Export

92. Download invoice, project and client
data here (in beta June 2017)

93. View/change current plan

94. Add payment info (card number
details, promo code, etc)

95. Using the Timer function

96. Connect tracker to project

97. Choose a project

98. Set an hourly rate

99. Enter payment type, rate & save

100. And you are all set!

101. Enjoy working with
Hello Bonsai!