Getting started with Goodshuffle Pro—whether you’re using the Lite or Standard version—takes just a few minutes. This checklist will walk you through the key setup steps so you can begin sending quotes, collecting payments, and organizing your events like a pro.
1. Explore the Platform
Start by getting familiar with your new workspace.
Start your free trial
Watch a quick product tour.
Review the Beginner's Glossary
Learn how to build quotes, manage inventory, and accept payments.
2. Set Up and Customize Your Account
Tailor your workspace to match your brand and business needs.
Upload your logo and business info and bank information under Account or Settings.
Set default taxes, policies, or terms.
Complete your Stripe Profile so you can start getting paid!
3. Add Your Inventory
Begin with your most rented items or packages.
Navigate to Inventory and click + the blue 'Add Inventory' button.
Select your Product, Package, Service, or Logistics to add
Include details such as name, price, and photos.
Use groups or packages to organize related items, if available in your plan.
Pro Tip: Keep it simple at first; you can always update and expand later. Learn more about Standard Add here!
4. Build Your First Project
Start a project to see how everything connects.
Click the blue 'Create New Project' button to begin.
Add client details, event info, and your inventory.
Preview and send a professional-looking proposal to your client.
For a detailed walkthrough, refer to the steps in the 'Adding a Project' resource.
5. Try Fulfillment Tools (Goodshuffle Pro Standard)
If you're using Goodshuffle Pro Standard or above, now’s a great time to explore Fulfillment.
Track item status with your custom Fulfillment Stages and Check-In options.
Use Fulfillment Notes to streamline warehouse and delivery operations.
Create Set-Asides when items are damaged or not returned.
6. Access Free Training Resources
Learn at your own pace with free tools and tutorials.
Visit the Trial Start Guide.
Browse step-by-step articles in the Help Center.
Watch how-to videos on our YouTube channel.
7. Start Using It for Real Events
You’re ready to work with live clients.
All data from your trial carries over when you subscribe.
You can use the system with real clients from day one.
Upgrade anytime to unlock more features as your business grows.
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!