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FAQ's

Answers to the most commonly asked questions

Projects

Frequently asked questions about Projects

How can I show/hide Client visible attributes on the Contract tab?Here's how you can quickly show or hide all client visible attributes on a contract.
How can my client add a tip?Here's how your client can add a tip to the amount that they pay online after they sign.
What is the difference between the various dates on my project?How to interpret and make the most of the different dates on your project.
How can I change a single rental period on my projects?Here's how you can change just one Line Item Group date on your events.
How can I change all of the dates on my project at the same time?Here's how you can adjust all dates on your projects - from event date to hourly services and logistics!
How can I see all deliveries and pickups with information about these events?Here is how you can see all deliveries and pickups in a day with custom columns on your project list.
How do I know when a project is delivered or set up?Here's how you can confirm your delivery and/or set-up.
Why Can't I Edit Items in Fulfillment?Here's why you're unable to make changes to all items in fulfillment.
How can I update the pricing on a contract to my current rates?Recently changed your inventory pricing? You can quickly update to current rates.
How can I report on the top cities I've worked with?Here's how you can easily use your Project List and a quick Pivot Table to instantly know your most profitable cities, zip codes, etc
How can I filter my projects by who has been assigned to them?Here's how you can use the 'Assigned To' filter to see all the projects that teammate has been added to.
Message Center

Frequently asked questions about Client and Team Messages

How can I create a Custom Email Template for Quotes, Invoices, and Contracts?Here is how you can create a Custom Email Template for Quotes, Invoices, and Contracts to ensure project links are included in messages.
How can I quickly add Delivery times to a message?Here's how you can use Personalization Tokens to add your delivery times to an email
What is the difference between a Quote, Invoice, and Contract?A quick example of the three scenarios when sending a project to your Client.
How do I view if an email in Message Center has been delivered?Here's how to check the delivery status of an email in Message Center.
How do I navigate to a project from messages?Here is how to view project details from the message thread.
How can I send a quote to the Wedding Planner to review?Here's how you can communicate with a Wedding Planner but list someone else as your Client.
How can I send a bill to the Accounting Department?Here's how you can send the final invoice to Accounts Payable.
How can I CC additional recipients in a message?Here's how you can add multiple recipients to your messages.
How can I add my Social Media links to my email signature?Here's how you can add your Social Media links to your email signatures.
What is the difference between the Default and Lite Email Theme?A preview of Default and Lite Emails
How can I create or edit a custom Email Signature?Here's how you can adjust your email signature.
What are Personalization Tokens?Learn more about ways you can quickly customize your message templates.
How can I edit a Goodshuffle Pro default message?Here's how you can customize the email templates sent from your Goodshuffle Pro account.
How can I view all of the Goodshuffle Pro default message templates?Here's how you can view/edit each system-generated email message.
How can I track all communication for my projects?Here's where you can see all the messages sent and received for your projects.
Will people CC’d on messages be included when someone replies to a message?If I CC a client on a message, will they receive responses when someone replies?
How can I customize the Details Panel?Here's how you can customize what project information you see when viewing your Messages
Sending Messages Within a ProjectStart a conversation with either team members or clients within a project's details.
How can I attach and send files to my clients?Here's how you can attach design proposals, instructions, or other files on your messages to your clients
How to see when a client last received and last read a messageSee if your client has viewed a message sent to them
How to Message Your Team & ClientsTrack conversations with clients and teammates per project. Send messages, photos, files, and more.
Communicate with ClientsHow do I track my client messages and emails in Goodshuffle Pro?
How can I add a file to my Terms and ConditionsHere's how you can include a link to a PDF, JPEG, or other document in your Terms and Conditions Templates
How can I add or edit the client-facing BN on my account?Here's how you can adjust the BN that will be listed on your quotes and invoices.
How do I delete a Message Template?Here's how you can delete a Message Template
How can I set up Email Forwarding?Here's how you can customize what emails get sent to which members of your team.
How can I edit a custom email template?Here's how you can customize the email templates sent from your Goodshuffle Pro account.
What email address are my quotes and invoices sent from?Here's the email that is generated from Goodshuffle Pro when you send quotes and invoices.
Automated and Manual Client EmailsSome emails are automatically sent to clients, and some happen as a result of your action in Goodshuffle Pro. Here's the breakdown.
Create email aliases with GmailLearn how to use Gmail’s alias feature to organize and manage your inbox
Event Insurance

Frequently asked questions about Event Insurance

How is this Insurance different than my Company's insurance?This article covers the key differences in what embedded insurance offers vs. Company Insurance
Event Insurance Frequently Asked QuestionsHere is a breakdown of the most common questions, concerns, and misunderstandings about Event Insurance.
What is the difference between Event Host Liability Insurance and Inland Marine Insurance?Learn more about the difference between Event Host Liability Insurance and Inland Marine Insurance.
What is Event Host Liability Insurance and what does it cover?Here is more information about what Event Host Liability Insurance covers.
What is Inland Marine Insurance and what does it cover?Here is what Inland Marine Insurance covers for your business.
Who is the point of contact for clients who purchased Event Insurance?Learn more about who your clients can contact after they purchase Event Insurance.
How do I deactivate Event Insurance in my account?Learn how to deactivate Event Insurance in your Goodshuffle Pro account
What Does Your Client See When Purchasing Event Insurance?Learn what your clients see when offered Event Insurance during checkout in Goodshuffle Pro.
What is the difference between a Damage Waiver and Inland Marine Insurance?Learn more about the value of a Damage Waiver versus Inland Marine Insurance when purchased with Event Host Liability Insurance.
What is ViCoverage and how are claims initiated?Learn more about ViCoverage, how to initiate a claim, and what is needed to file it.
How do I Control Which Clients See the Insurance Option?Learn how to control which clients are offered Event Insurance during checkout in Goodshuffle Pro.
Can I Require My Clients to Purchase Insurance?Learn how to require clients to purchase event insurance in Goodshuffle Pro