This feature is available on all Goodshuffle Pro Plans.
Whether you're setting up your account or sending your first invoice, this glossary of frequently used terms in Goodshuffle Pro will help you feel right at home.
Account Owner
The person who created your Goodshuffle Pro account. This role has full access to all features, including subscription management, company settings, and payment processing. Only one Account Owner is allowed per account.
Client
The person or business renting your products or services. Clients are added to projects and receive quotes, contracts, and payment requests through the platform. Each client has a dedicated profile that stores contact details, project history, and communication records.
Client View
A mobile-friendly, interactive link that your client receives via email. It allows them to view their quote, sign their contract, and pay online, all from one place. You’re notified in real time when a client takes any action in the Client View.
Contract
A legal agreement automatically generated from your project. It includes your pricing, rental policies, and itemized services. Clients sign this contract digitally through the Client View, locking in terms for both parties.
Damage Waiver
An optional fee you can charge clients to protect against minor damage to your rental inventory. It’s not insurance, but it reduces friction by covering accidental wear and tear. You can add a flat or percentage-based damage waiver to your projects and define terms in your contract policies.
Deposit
An upfront payment required to reserve your products and services. You can set a standard deposit amount or percentage in your account settings. Deposits help secure your bookings and reduce no-shows.
Event Date
The date the rental or service is scheduled for. This is central to scheduling, availability, and logistics.
Event Insurance
Optional coverage clients can purchase during checkout through the Client View. Provided by ViCoverage, this policy protects the event host from liability claims (like injuries or venue damage) and may also cover rented items. If the client purchases insurance, you’re listed as “Additionally Insured” and receive protection under their policy. This adds a layer of security for both you and your client.
Full User
A person with full access to the Goodshuffle Pro system, including the ability to create and manage projects, edit inventory, and view reporting. You can add additional Full Users at any time.
Invoice
A billing document that summarizes charges and requests payment. In Goodshuffle Pro, invoices are automatically created based on your project contents. Invoices are updated in real time when you make changes to items or pricing.
Line Item
An individual product, rental, or service added to a project. Each line item includes quantity, pricing, and rental duration. Line items make up the backbone of your quotes, contracts, and invoices.
Logistics
The timing and location details for your delivery and pickup. In Goodshuffle Pro, you can set custom delivery and pickup windows and include detailed notes such as contact names, phone numbers, access instructions, and on-site requirements. These details ensure smoother hand-offs and communication with clients.
Package
A group of related products or services bundled together under one name and price. Packages are great for offering event bundles, décor sets, or themed experiences while still tracking inventory behind the scenes.
Project
A centralized workspace for each rental or event. Projects include all client information, event details, rental items, pricing, contracts, and invoices. Each event you book in Goodshuffle Pro will be managed through its own project.
Quote
A proposal outlining the items and costs for a project. A quote becomes a contract once it's signed.
Tax Type
A tax type is a specific kind of tax, such as Rental Tax, Beverage Tax, Sales Tax, or any other category of tax you may need to charge for your items or services. You should create a tax type for each distinct kind of tax you charge, not for each location. For example, you might have a "Sales Tax" type and a "Rental Tax" type, each of which can have different rates depending on the location (state, county, or city).
This allows you to apply the correct type of tax to your inventory or services, and then set the appropriate rate for each location as needed.
Tax Rate
A tax rate is the percentage taken from the subtotal for a specific tax type. Different locations may have different rates for each tax type, allowing you to apply the correct percentage based on where the transaction occurs. For example, you might have a "Sales Tax" type, and set a 6% rate for one county and a 7% rate for another. The tax rate is always associated with a tax type and is used to calculate the amount of tax charged on your items or services, depending on the location of the exchange.
Subscription
The active plan you're enrolled in is Goodshuffle Pro. Your subscription includes access to the platform, billing details, and renewal terms. You can manage your subscription from your account settings and cancel or reactivate at any time.
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