All Collections
Getting started with Goodshuffle Pro
First Steps with Goodshuffle Pro
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies via Account Settings
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies via Account Settings

How admins can add or change default Terms & Conditions, Payment Terms, and Cancellation Policies in account settings

Karen Gordon avatar
Written by Karen Gordon
Updated yesterday

To begin add or changing these settings, navigate to your Account page by accessing the user name on the upper right corner of the page and select Account. On the Account page, access the Policies & Taxes page.


Terms and Conditions 

Scroll down to Terms & Conditions Templates  and select either Create New or Edit

A pop-up menu will appear where you could title the terms and enter them. Select Save Template when you're complete. 

Payment Policy

Scroll down to Payment Policies and select either Create New or Edit

A pop-up menu will appear where you could select the specifics of your policy. Select Save Policy when you're complete. 

Cancellation Policies 

Scroll down to Cancellation Policies and select either Create New or Edit

A pop-up menu will appear where you could select the specifics of your policy. Select Save General Policy when you're complete. 

You will also have the ability to add a cancellation policy for specific item categories. These policies will automatically apply when you add an item in a respective category to a contract! 

Want to adjust these settings on just a particular project? Click here.

Did this answer your question?