FAQ's
Answers to the most commonly asked questions
By Melissa and 7 others8 authors72 articles
Stripe
Find answers to common questions about Stripe.
- Stripe Frequently Asked QuestionsLearn what fees apply when using Stripe through Goodshuffle Pro—including what happens if you pass fees to your clients.
- Buy Now, Pay Later: Frequently Asked Questions (FAQ)Learn how Buy Now, Pay Later (via Affirm) works in Goodshuffle Pro, including eligibility, fees, refunds, and what your customers experience at checkout.
Projects
Frequently asked questions about Projects
- What Is the Difference Between the Various Dates on My Project?How to interpret and make the most of the different dates on your project.
- How Can I Change a Single Rental Period on my Projects?Here's how you can change just one Line Item Group date on your events.
- How Can I Change All of the Dates on my Project at the Same Time?Here's how you can adjust all dates on your projects - from event date to hourly services and logistics!
- How Can I See All Deliveries and Pickups With Information About These Events?Here is how you can see all deliveries and pickups in a day with custom columns on your project list.
- How Do I Know When a Project is Delivered or Set Up?Learn how you can confirm your delivery and/or set-up using digital pull sheets.
- Why Can't I Edit Items in Fulfillment?Here's why you're unable to make changes to all items in fulfillment.
- How Can I Update the Pricing on a Contract to My Current Rates?Recently changed your inventory pricing? You can quickly update to current rates.
- How Can I Filter My Projects by Who Has Been Assigned to Them?Here’s how you can filter your Project List by team member assignments.
Message Center
Frequently asked questions about Client and Team Messages
- Message Center: Frequently Asked QuestionsGet quick answers to common questions about how the Message Center works in Goodshuffle Pro.
- Will People CC’d on Messages Be Included When Someone Replies?Learn whether clients and other recipients added in the CC field will receive subsequent replies in a message thread in Goodshuffle Pro.
- How Can I CC Additional Recipients in a Message?Here’s how you can add multiple recipients to your messages.
- How Can I Add my Social Media Links to my Email Signature?Here's how you can add your Social Media links to your email signatures.
- What is the Difference Between the Default and Lite Email Theme?A preview of Default and Lite Emails
- How Can I Create or Edit a Custom Email Signature?Learn how you can adjust your email signature to match your brand.
- What are Personalization Tokens?Learn more about ways you can quickly customize your message templates.
- How Can I Edit a Goodshuffle Pro Default Message?Here's how you can customize the email templates sent from your Goodshuffle Pro account.
- How Can I View All of the Goodshuffle Pro Default Message Templates?Learn where you can view and edit each system-generated email message.
- How Can I Send a Quote to the Wedding Planner to Review?Here's how you can communicate with a wedding planner while keeping someone else listed as your client.
- How Do I View if an Email in Message Center Has Been Delivered?Here's how to check the delivery status of an email in Message Center.
- What Is the Difference Between a Quote, Invoice, and Contract?Learn the difference between a Quote, Invoice, and Contract in Goodshuffle Pro, and when each template is used.
- How Can I Quickly Add Delivery Times to a Message?Here's how you can use Personalization Tokens to add your delivery times to an email.
- How Can I Create a Custom Email Template for Quotes, Invoices, and Contracts?Learn how to create and save custom email templates in Goodshuffle Pro to streamline communication for quotes, invoices, and contracts.
- How Can I Add a File to My Terms and Conditions?Here’s how you can include a link to a PDF, JPEG, or other document in your Terms and Conditions Templates.
- How Do I Delete a Message Template?Here’s how you can delete a message template in Goodshuffle Pro.
- How Can I Set Up Email Forwarding?Learn how to forward specific Goodshuffle Pro emails (like payment notifications) to the right team members using Gmail or Outlook.
- How Can I Edit a Custom Email Template?Learn how to edit your custom or default automated email templates in Goodshuffle Pro.
- Create Email Aliases With GmailLearn how to use Gmail’s alias feature to organize and manage your inbox — along with custom filters to keep your messages sorted.
- Automated and Manual Client EmailsSome emails are automatically sent to clients, while others are sent when you take action. Here's how email communication works in Goodshuffle Pro.
- How to Set Up a Timed EmailLearn how to configure a message template to send automatically based on key dates in your projects.
- Timed Emails: Frequently Asked Questions (FAQ)Learn how Timed Emails work in Goodshuffle Pro and get answers to common questions about automating client communication.
- How to Manage Timed Emails on a ProjectLearn how to view and control automated messages on individual projects in Goodshuffle Pro.
Event Insurance
Frequently asked questions about Event Insurance
- How Is This Insurance Different Than My Company's Insurance?This article covers the key differences in what embedded insurance offers vs. Company Insurance
- Event Insurance Frequently Asked QuestionsHere is a breakdown of the most common questions, concerns, and misunderstandings about Event Insurance.
- What Is the Difference Between Event Host Liability Insurance and Inland Marine Insurance?Learn more about the difference between Event Host Liability Insurance and Inland Marine Insurance.
- What is Event Host Liability Insurance and What Does it Cover?Here is more information about what Event Host Liability Insurance covers.
- What is Inland Marine Insurance and What Does it Cover?Here is what Inland Marine Insurance covers for your business.
- Who is the Point of Contact for Clients Who Purchased Event Insurance?Learn more about who your clients can contact after they purchase Event Insurance.
- How Do I Deactivate Event Insurance in my Account?Learn how to deactivate Event Insurance in your Goodshuffle Pro account
- What Does Your Client See When Purchasing Event Insurance?Learn what your clients see when offered Event Insurance during checkout in Goodshuffle Pro.
- What Is the Difference Between a Damage Waiver and Inland Marine Insurance?Learn more about the value of a Damage Waiver versus Inland Marine Insurance when purchased with Event Host Liability Insurance.
- What Is ViCoverage and How Are Claims Initiated?Learn more about ViCoverage, how to initiate a claim, and what is needed to file it.
- How do I Control Which Clients See the Insurance Option?Learn how to control which clients are offered Event Insurance during checkout in Goodshuffle Pro.
- Can I Require My Clients to Purchase Insurance?Learn how to require clients to purchase event insurance in Goodshuffle Pro
Inventory
Frequently asked questions about managing your inventory, including availability, tracking, and item organization.
- Frequently Asked Questions About BarcodingThis article will answer common questions about Goodshuffle Pros Barcoding
- How Can I See the Tags on my Products?Learn how you can use the 'Tags' Custom Column to quickly see what tags you have associated with your items.
- Mobile Fulfillment: Frequently Asked Questions (FAQ)This FAQ answers common questions about scanning, team sync, and setup.
- Advanced Inventory: Frequently Asked QuestionsGet quick answers to common questions about Advanced Inventory, including barcoding, rapid scanning, label printing, and fulfillment workflows.
Dispatch
Frequently asked questions about Dispatch and Routing
Finances
Answers to questions about invoices, payments, taxes, and billing settings in Goodshuffle Pro.
- How Can I Download a Summary of All Transfers to my Account?Here's how to see if funds or deposits have been transferred to your bank account, how much was transferred, and when they were transferred.
- Stripe Verification Frequently Asked QuestionsLearn why your Stripe verification might be rejected and how to fix it quickly.
- Frequently Asked Tax Questions in Goodshuffle ProGet answers to common tax issues in Goodshuffle Pro, including how taxes are calculated, why they may appear incorrect, and how to fix them.
Account
Frequently asked questions about login access, user settings, account subscriptions, and security.
- Two-Factor Authentication (2FA) Frequently Asked QuestionsAnswers to the most common 2FA questions, including setup, phone transfers, lockouts, and team access.
- How to Control Showing the Sales Lead on ProjectsLearn how to show or hide the Sales Lead’s name, email, and phone number on your quotes and invoices—either account-wide or per project.
Goodshuffle Pro Lite
Easily organize events, track inventory, and manage deliveries with simple project and invoicing tools.
- Goodshuffle Pro Lite Frequently Asked Questions (FAQ)Get quick answers to common questions about Goodshuffle Pro Lite, including account upgrades, billing, feature limitations, and more.
- Goodshuffle Pro Lite vs. Standard: What's the difference?Learn how Goodshuffle Pro Lite compares to Goodshuffle Pro Standard
- How to Upgrade from Goodshuffle Pro Lite to StandardLearn how to unlock advanced features like barcoding, subrentals, and team permissions by upgrading your Lite account.