Best Practices
Tips to run your event business more efficiently
By Colin and 11 others12 authors63 articles
Security
Protect your business with smart practices
- Multi-Factor Authentication (2FA) Best PracticesLearn best practices for securing your Goodshuffle Pro account with multi-factor authentication (2FA), password managers, and encrypted recovery codes.
- Why You Shouldn’t Forward or Copy and Paste Your Invoice LinksLearn why forwarding or copying invoice links in Goodshuffle Pro can put your business at risk during payment disputes.
- How Can I Generate a New Recovery Code for a Member of My Team?If a teammate is locked out due to lost two-factor access, here's how to help them regain entry.
- How Can I Enter My 2-Factor Authentication Code Only Once a Month?How to Trust a Device for 30 Days to Skip 2FA Code Entry in Goodshuffle Pro
- How Account Owners Can Require Two-Factor Authentication for All UsersLearn how Account Owners can require all team members to enable two-factor authentication in Goodshuffle Pro.
- How Can I Maximize My Goodshuffle Pro Account Security?Learn how to enable 2-Factor Authentication (2FA) to protect your Goodshuffle Pro account from unauthorized access.
- Manage Two-Factor Authentication Recovery and Setup in Goodshuffle ProSecure your account with Two-Factor Authentication (2FA) and learn how to recover access if you lose your authenticator app.
- Managing 2FA for Your Team in Goodshuffle ProLearn how to set up and manage two-factor authentication for your team, including requiring 2FA, handling lockouts, and generating backup codes for team members.
- How to Set Up Two-Factor Authentication (2FA) with an Authenticator AppA step-by-step walkthrough for enrolling in two-factor authentication using Google Authenticator.
Dispute Best Practices
Tips for handling payment disputes in Goodshuffle Pro, including how to prevent, respond to, and resolve chargebacks.
- How Should I Handle a Dispute if I Was Intending to Refund the Client?Here are best practices for clients who have disputed charges, but you were intending to issue a refund.
- How Can I Remove Lost Disputes From My 'Pending Charge Dispute' Account in QuickBooks Online?Learn how to clear lost disputes from your Pending Charge Dispute account in QuickBooks Online using a journal entry.
- Disputes 101Learn what disputes are, how they work, and how to track their status in Goodshuffle Pro.
- How Dispute Fees Work and Where to See ThemLearn where to find and track any dispute fees charged by Stripe through your Goodshuffle Pro account.
- Accepting vs. Countering DisputesLearn the difference between accepting and countering a credit card dispute in Goodshuffle Pro and when to use each option.
- ACH DisputesACH disputes are different from credit card disputes and cannot be contested through Stripe.
- What Should I Do if My Client Cancels or Withdraws Their Dispute?Find out what to do when a client cancels or withdraws a payment dispute, and why submitting evidence is still important.
- Where to Go to Submit Evidence for Disputes in Goodshuffle ProLearn how to find and submit evidence for a payment dispute directly in Goodshuffle Pro.
- How Can I Review the Evidence I Submitted for a Dispute?Here's how you can view any submitted evidence when a dispute is Under Review.
- Goodshuffle Pro Evidence and Other EvidenceUnderstand what resources Goodshuffle Pro may have available to you when compiling evidence.
- Countering 'Duplicate' DisputesLearn how to counter disputes flagged as duplicate charges by preparing and submitting the proper evidence in Goodshuffle Pro.
- Countering 'Product Not Received' DisputesPreparing evidence to submit to the banks for review
- Countering “Credit Not Processed” DisputesPreparing evidence to submit to the banks for review
- Countering ‘Fraudulent’ DisputesLearn how to respond to and submit evidence for disputes flagged as fraudulent in Goodshuffle Pro.
- Countering 'Product Unacceptable' DisputesPreparing evidence to submit to the banks for review
- Countering 'General' DisputesPreparing evidence to submit to the banks for review.
- Countering 'Unrecognized' DisputesPreparing evidence to submit to the banks for review
- How to Format Documents and Images to Upload for DisputesEvidence specifications and requirements needed to make the best case
- Countering 'Subscription Cancelled' DisputesPreparing evidence to submit to the banks for review
- Best Practices to Avoid DisputesLearn best practices to help prevent credit card disputes in your rental business using Goodshuffle Pro.
Inventory & Fulfillment Best Practices
Maintain accuracy and accountability with your gear and logistics.
- How to Add Buffer Time to Inventory My ItemsAdd buffer time before or after events to account for setup, cleaning, or restocking your inventory items.
- 10 Things to Do Before Uploading Your InventoryTake these steps to prepare for inventory upload. Get the most out of Goodshuffle Pro with these helpful tips for tracking inventory.
- Best Practices For Tent CompaniesWatch a quick video and learn best practices for managing tents and tent packages in Goodshuffle Pro.
- How Can I Mark my Products for a Specific Venue or Event Type?Learn how you can use Tags to be able to quickly find the items you need for an event type or a venue.
Client Communication Best Practice
Best practices for clear, professional client communication—plus templates for quotes, updates, and event changes.
- Adding Goodshuffle Pro as a "Safe Sender" in GmailSteps on how to add Goodshuffle Pro's email address as a safe-sender.
- Best Practices for Messaging ClientsHere are some quick tips for effectively messaging clients through Goodshuffle Pro.
- How Messages Work in Goodshuffle ProLearn how Goodshuffle Pro messages sync with your email and how clients receive and reply to project messages.
- Will Messages from my Client Still be Sent to me if I Deactivate my Account?Learn what to expect after your account is deactivated.
- Adding Goodshuffle Pro as a "Safe Sender" in Microsoft Outlook / LiveMake sure Goodshuffle Pro emails always land in your inbox by adding us to your Safe Senders list in Outlook or Live.
- How to Hide Incoming Client Messages to Avoid Marking Them as ReadHere's how you can set a filter in your Gmail account to avoid opening a message and having it marked as 'Read' in Goodshuffle Pro.
- How Can I Offer My Clients Gift Cards?Here's how you can offer your clients a gift card and apply it to a project for them in the future.
- How Can I Add My Custom Domain for My Quotes Sent From Goodshuffle Pro?Set up a Custom Domain to send client emails from your own domain, remove the "via Goodshuffle" sender tag, and improve deliverability.
- How To Make Sure Goodshuffle Pro Emails Go To Your InboxDon't miss our weekly user newsletter, business insights, and other emails. Update your email settings so you're always in the know.
- Best Practices for Creating Terms and ConditionsLearn how to write clear, protective Terms and Conditions that can reduce disputes, chargebacks, and miscommunications.
- Why Your Emails Say "via Goodshuffle" in the Sender NameLearn why quotes and contracts sent from Goodshuffle Pro display "via Goodshuffle" in the sender field - and what it means for your email deliverability.
Business Growth & Efficiency Best Practices
Pro tips to streamline operations, boost profits, and scale your event rental business with Goodshuffle Pro.
- Reacting to Natural Disasters as a Rental BusinessThings to consider following a natural disaster, should your business be impacted.
- Top 10 Reports Every Event Pro Should Be PullingEssential Goodshuffle Pro Reports to Track Finances, Inventory, and Project Health
- How Can I Schedule My Team Using Goodshuffle Pro?Learn how to add team members, assign them to projects, and track activity using scheduling tools in Goodshuffle Pro.
- 🔍 Discover Your Marketing Archetype: Take Our Quiz & Get Tailored Growth StrategiesA quick, insightful way to uncover your marketing persona and unlock tailored resources to help you grow smarter, not harder.
Common Tech Tips
Quick fixes and troubleshooting tips for common tech issues like browser settings, cache clearing, and device compatibility.
- Email Deliverability Best PracticesHere are best practices to avoid spam filters to ensure emails are delivered to your clients.
- How Do I Take a Screenshot?Here are the best practices for taking a screenshot using a PC or a Mac.
- Speed TroubleshootingExperiencing slowness? Here are some tips to help ensure your system is allowing you to zip through Goodshuffle Pro.
- How to Close the Chat Bubble?Here's how you can close a thread when you aren't actively in chat.
- Why Am I Not Seeing the Chat Bubble in Goodshuffle Pro?Here are a few troubleshooting steps if you are not seeing the chat bubble pop up in your Goodshuffle Pro account.
- How to Enable Cookies on Your Mobile DeviceLearn how to enable cookies on your mobile browser to stay logged in.
- How Can Goodshuffle Pro Remember My Login Information?Here's how you can quickly dive back into Goodshuffle Pro.
- How to Fix Hidden Text or White Text in Google ChromeHere's how you can disable a browser extension that might be causing display issues like white or hidden text in Google Chrome.
- How to Opt Back in to Receive Goodshuffle Pro EmailsIf you've unsubscribed from all emails, you're missing out on our weekly user newsletter + more. Opt back in & receive the content you want!
- Starter Guide to Keyboard ShortcutsWork faster using keyboard shortcuts in Goodshuffle Pro
- How Can I Regain Access to My Goodshuffle Pro Account?Learn how to regain access to your Goodshuffle Pro account, whether you're reactivating a past account or troubleshooting login issues.
- Why Are Buttons Missing From My Screen?Easy fix for missing buttons in Goodshuffle Pro due to screen size or window zoom.
- Preparing for a Video Call With the Goodshuffle Pro TeamLearn how to get ready for any live support call with our team, whether it's for onboarding, troubleshooting, or an account review.
Financial Best Practices
Get paid faster and manage finances with confidence
- Best Practices For Closing Your BusinessThis article will walk you through suggested steps for going out of business or transferring your business.
- How to Prepare Your Goodshuffle Pro Account When You're Selling Your BusinessLearn how to get your Goodshuffle Pro account sale-ready so a buyer sees clean inventory data, provable revenue, and operations that don't depend on your memory.