Getting Started
Quick-start guides to help you get set up in no time
By Alison and 10 others11 authors79 articles
First Steps with Goodshuffle Pro
Resources to help you log in, explore the dashboard, and complete your first actions in Goodshuffle Pro.
- Using Saved Views on Your Inventory ListLearn how to use Saved Views to instantly filter and sort your inventory the way you actually work - no more rebuilding the same filters every session.
- How to Get Started With Goodshuffle ProYour step-by-step checklist for getting set up and booking events fast with Goodshuffle Pro Lite or Standard.
- A Beginner’s Glossary for Goodshuffle ProNew to Goodshuffle Pro? This glossary breaks down common terms to help you get started with confidence.
- Quick Links to Get Your Essentials Set UpUse this step-by-step checklist to get started with Goodshuffle Pro and optimize your account setup in under two hours.
- Add, Edit, and Crop Your Company LogoAdd your company logo to Goodshuffle Pro, then crop, edit, and pair it with your brand colors so it shows up beautifully on every client-facing document.
- Manage Your Company’s Policies and TaxesCreate professional terms, payment policies, cancellation rules, and taxes that protect your business and set clear expectations with clients.
- Manage Your Company’s InformationAdd and edit your company profile, locations, and bank info. Also view all electronic transfers to your account.
- How Do I Connect My Goodshuffle Pro Account to Stripe?Learn how to securely connect your Goodshuffle Pro account to Stripe to start collecting online payments from your clients.
- Add Your Company’s Bank InformationHow to verify your bank through Plaid to receive direct payments.
- Send Your First QuoteLearn how to create and send your first quote in Goodshuffle Pro.
- The Anatomy of a ProjectLearn about the different sections and buttons you'll see in each Goodshuffle Pro project.
- Add Your Inventory to Goodshuffle ProLearn how to quickly enter inventory items into Goodshuffle Pro.
- Inventory Vocabulary Cheat SheetWhat do these inventory terms mean? How do I know what I'm adding?
- Which Category Should I Use for My Inventory in Goodshuffle Pro?Here's a list of all inventory and service categories within Goodshuffle Pro.
- How Can I Price My Items in Goodshuffle Pro?Here are the pricing structures we support for your inventory.
- Adding Delivery Logistics to InventoryLearn how to create delivery services in your inventory with custom pricing and logistics options.
- Manage Company LocationHow to edit/add company location, phone number, store hours, and delivery options.
- How to Import Existing Client Information Into Goodshuffle ProLearn how to import your existing clients, inventory, and contracts into Goodshuffle Pro.
- How Do I Start Entering My Inventory into Goodshuffle Pro?This article will show you how to get started adding your inventory to Goodshuffle Pro.
- Get started with Goodshuffle Lite in less than 30 minutesNew to Goodshuffle Lite? Join our daily orientation to learn the essentials
Making the most out of my Trial
Tips and tools to get the most out of your free trial—learn features, track ROI, and decide if Goodshuffle Pro is right for you.
- Manage Your Free TrialLearn what you can do during your free trial and how billing works if you decide to continue with Goodshuffle Pro.
- How to Add Inventory With Batch AddLearn how to quickly upload multiple inventory items with similar attributes (like size or color) using the Batch Add feature in Goodshuffle Pro.
- Add or Remove TeammatesAdd or remove teammates from seats in your Goodshuffle Pro account, or adjust the seats themselves as needed.
- Adding a PackageLearn what a Package is and how to add a package or a "kit" of multiple inventory items and/or services
- How Can I Create a Custom Message Template?Learn how you can create and customize your own email template.
- Send a Quote to a ClientHow to preview the client view, customize the email, and send a Quote to your client.
- Managing Your DirectoryHow to add and view Clients, Companies, & Venues in your Directory. Learn how to give customers and clients private discounts.
- How Can I Access Goodshuffle Pro From My Mobile iOS (Apple) Device?Craving the ease of accessing our site in the form of a digital app? Here's how you can save our site as an app icon on your mobile device.
- Understanding Subscription Seats and Team AccessLearn how seat types work in Goodshuffle Pro and how to unlock additional teammates based on your plan.
- How to Create Multiple Terms and ConditionsLearn how to create and switch between multiple Terms and Conditions templates to meet the needs of different project types in Goodshuffle Pro.
- How Can I Sort the Way My Inventory is Listed in My Inventory Tab?Here's how you can use the Custom Inventory Columns to quickly find the items you need.
- How To Customize Your Project ListLearn how to sort, filter, and organize your project list in Goodshuffle Pro.
- Goodshuffle Pro Lite in Spanish at Your Own Pace — in Under 15 MinutesNew to Goodshuffle Pro Lite? Learn the essentials in Spanish at your own pace, whenever you want!
- Get Started with Goodshuffle Pro Standard in Spanish — On Your Time, at Your PaceLearn how to set up your policies, enter your inventory, and send your first quote in Goodshuffle Pro Standard.
How do I get paid?
In this section you will find resources about our payment processor Stripe and how Stripe works in your account.
- Benefits of Stripe ConnectGoodshuffle Pro is proud to exclusively partner with Stripe to process payments for our users.
- Why Is a Payment Pending?Learn why a payment may show as “Pending” in Goodshuffle Pro, including ACH delays and account setup issues.
- Do I Need My Own Stripe Account?This article walks through how a Stripe Profile is created in Goodshuffle Pro
- Why We Ask for Your Date of Birth or Social Security NumberHere's why Stripe needs to know your SSN or your DOB.
- As a Canadian Vendor, How Do I Find My Routing and Account Number?This article will show you how to find your routing and account number as a Canadian Vendor.
- Outbound Transfers: How Do They Work?Wondering how money from client payments gets to your bank account? Here's how outbound transfers work in Goodshuffle Pro.
- What Type of Cards Are Accepted?Learn what types of credit and debit cards your clients can use for payments processed through Stripe in Goodshuffle Pro.
Tracking and Reporting
Articles on viewing sales reports, payment logs, and other financial data in your Goodshuffle Pro dashboard.
- How Can I See the Top-Performing Inventory Categories?Here's how you can use your Dashboard report on your top performing inventory.
- What’s the Difference Between a Cash and Accrual Report?Here’s the difference between a cash and accrual report.
- How Can I Generate a Sales Tax Report?Here’s how you can generate a report of your sales tax.
- How to Run a Report on Your Sales for Products, Services, and DeliveriesQuickly find out how much each part of your projects is earning your business.
Subscription & Billing
Find help managing your subscription, updating billing info, and understanding your plan options.
- How Can I Reactivate My Account?Here's how you can reactivate your account and regain access to all your projects, files, and inventory.
- Can My Clients Sign and Pay After My Account Is Deactivated?Learn whether your clients can still sign contracts and submit payments after you close your Goodshuffle Pro account.
- How Can I See What I'm Paying for Each Month?Learn how to view your monthly or annual Goodshuffle Pro subscription payments and download invoices.
- How Can I Deactivate My Unlimited Read-Only User Subscription?Here's how you can remove your Unlimited Read-Only User Subscription.
- Managing Your Subscription and BillingWhen will I be billed for my Goodshuffle Pro accounts? What's the difference between core, annual, and monthly accounts?
- How Can I Download the Invoices for My Subscription?Here's how you can quickly access and download invoices for your Goodshuffle Pro subscription payments.
- How Can I Change the Card I Use to Pay for My Account?Here's where you can change the card you use to pay for your subscription.
- How Can I Save Money on My Goodshuffle Pro Subscription?Here’s how you can switch to annual billing to save money on your Goodshuffle Pro subscription!
- How to Deactivate Your SubscriptionLearn how to cancel your free trial, close your account, or close another user's account.
- How to Check When Your Subscription RenewsQuickly find out when your Goodshuffle Pro subscription renews. View your renewal date, upcoming charges, and billing details in just a few clicks.
- How Can I Change the Account Owner on My Subscription?Here's how you can change who is the account owner on your subscription if you are selling or transitioning your business.
- How to Upgrade a Crew User to a Sales UserLearn how to change a user’s access level from Crew (Limited User) to Sales (Full User) in your account settings.
- How to Use a Promo Code When Signing Up or Adding a SubscriptionHere's where you can enter a promo code when first signing up for Goodshuffle Pro.
- What is an Early Fraud Warning?Information and best steps when receiving an Early Fraud Warning.
- Will I Pay Sales Tax on My Goodshuffle Pro Subscription?Find out which states require sales tax on Goodshuffle Pro subscriptions.
How do I get help?
Explore the support options available in Goodshuffle Pro, including live chat, help articles, and video tutorials.
- How Do I Get Help?Learn Goodshuffle's support hours and how to get in touch with our team.
- Website Integration Support from Goodshuffle ProLearn what types of website integration support are included with Goodshuffle Pro, including customization options and limitations.
- QuickBooks Online Integration SupportLearn what our team can and cannot assist with when it comes to your QuickBooks Online integration.
- How Can I Find My Past Help Chat Conversations?I closed my browser window. How do I see & review my past help chat conversations?