This feature is available on all Goodshuffle Pro Plans.
If you have unique agreements with certain clients—such as tax exemptions, discounts, or special payment terms—you can store these directly in their contact profile.
How to Edit a Contact’s Custom Agreements
Go to the “Directory” tab.
Use the left sidebar to filter by the correct Contact Type.
Select the contact you want to edit.
Click the “Edit” icon in the upper-right corner of their profile.
Scroll down to the Custom Agreements section.
Here, you can:
Mark the contact as tax exempt
Assign a standard discount
Apply default Terms and Conditions, Payment Terms, or Cancellation Policies
Want to adjust your default agreements?
Learn how to create or update your Terms and Policies
Need Additional Support?
Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!