This feature is available on all Goodshuffle Pro Plans.
Why These Settings Matter
It’s extremely important to set your policies and taxes first when setting up your Goodshuffle Pro account. These affect:
How your taxes apply to inventory items (e.g., Rental Tax, Sales Tax, Food & Beverage Tax)
What rules clients agree to in contracts
How and when you get paid
What happens if a client cancels
All of this ensures smooth, professional experiences for both your team and your clients.
Navigate to “Account ” → “Policies & Taxes” to get started.
Terms & Conditions
Your Terms & Conditions are the contract terms your clients agree to when booking with you. These apply to:
Contracts sent via Goodshuffle Pro
How to Add or Edit Terms
Under Terms & Conditions Templates, click “Create New” or “Edit”
Enter a title and your terms text
(Optional) Upload a file (.png, .jpg, or .pdf)
Check “Mark as Default” to apply to all new contracts
⚠️ You must include both a title and terms content to save the template.
Pro Tips
You can create multiple versions of your terms for different occasions or clients (e.g., weddings, VIP clients, seasonal events).
These can be applied automatically to specific clients through the Directory, or selected from a dropdown when building a contract.
Avoid naming terms with sensitive labels (like “Difficult Client Terms”)—clients may see these titles.
Payment Policies
Set clear payment expectations to get paid faster.
How to Create a Payment Policy
Go to Payment Policies and click “Create New” or “Edit”
Choose your settings in the popup:
When payment is due: Prior to event, Day of, or Net (after the event)
Amounts due at specific stages
Whether to pass online payment fees to the client
Click “Create Payment Policy” to save
The policy you mark as default will auto-apply to all new contracts unless overridden per project or client.
Passing on Payment Processing Fees
Stripe allows businesses in some locations to pass on credit card processing fees to clients. If this is legally permitted in your area, you may check the box to enable this option in your Payment Policy. To learn more, read How to Pass Processing Fees
⚠️ Affirm fees cannot be passed on to clients. This is prohibited under Affirm’s terms of service and applicable law.
Affirm fees are typically a percentage of the transaction amount and are absorbed by the business. To learn more, read Affirm's fee policy here.
Cancellation Policies
Control how cancellations are handled to protect your business.
How to Set a General Cancellation Policy
Scroll to Cancellation Policies and click “Create New” or “Edit”
Name your policy
Choose if deposits are refundable
Set up to three time-based rules for how much is charged based on when a client cancels
Click “Save General Policy”
Category-Specific Cancellation Policies
You can also assign policies to specific item categories—perfect for large rentals like tents or inflatables that need more notice.
These rules apply automatically when those items are added to a contract.
Want to adjust terms, payments, or cancellation rules for a specific client or event?
👉 Click here to learn how
Taxes
Taxes are auto-calculated and applied per contract based on the type of transaction and the location of the event.
How to Set Up Tax Types
Click “Add New” under Taxes
Enter a Tax Type (e.g., Rental Tax, Sales Tax, Food & Beverage Tax)
Enter the rate per state, then add any specific city or county overrides
For example:
If you’re in Washington, D.C. but serve DC, Maryland, and Virginia:
Create a “Rental Tax” type
Set base rates for each state
Add special city rates (e.g., Montgomery County, MD) as needed
How Taxes Apply
If delivery is selected, tax is based on the venue’s location
If in-store pickup is selected, tax is based on your company’s headquarters
Tip: Think of it this way—tax is applied where the goods change hands.
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!