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Best Practices

Tips to run your event business more efficiently

Dispute Best Pratices

Tips for handling payment disputes in Goodshuffle Pro, including how to prevent, respond to, and resolve chargebacks.

How should I handle a dispute if I was intending to refund the client?Here are best practices for clients who have disputed charges, but you were intending to issue a refund.
How can I remove lost disputes from my 'Pending Charge Dispute' account in QuickBooks Online?Here's how you can use a Journal Entry to keep the 'Pending Charge Dispute' account from having an outstanding balance.
Disputes 101An overview of how disputes work
How Dispute Fees Work and Where to See ThemLearn where to find and track any dispute fees charged by Stripe through your Goodshuffle Pro account.
Accepting vs Countering Disputes
ACH DisputesACH disputes behave differently than a credit card dispute and will automatically be marked as lost.
What should I do if my client cancels or withdraws their dispute?Learn what to do when a client withdraws/cancels their dispute.
Where to go to submit evidence in Goodshuffle ProHere's how you can submit evidence through Goodshuffle Pro.
How can I review the evidence I submitted for a dispute?Here's how you can view any submitted evidence when a dispute is Under Review.
Goodshuffle Pro evidence and other evidenceUnderstand what resources Goodshuffle Pro may have available to you when compiling evidence.
Countering 'Duplicate' disputesPreparing evidence to submit to the banks for review
Countering 'Product Not Received' disputesPreparing evidence to submit to the banks for review
Countering 'Credit Not Processed' disputesPreparing evidence to submit to the banks for review
Countering 'Fraudulent' disputesPreparing evidence to submit to the banks for review
Countering 'Product Unacceptable' disputesPreparing evidence to submit to the banks for review
Countering 'General' disputesPreparing evidence to submit to the banks for review
Countering 'Unrecognized' disputesPreparing evidence to submit to the banks for review
How to Format Documents and Images to Upload for DisputesEvidence specifications and requirements needed to make the best case
Countering 'Subscription Cancelled' disputesPreparing evidence to submit to the banks for review
Best Practices to Avoid DisputesHere are some suggestions to mitigate the odds of a charge being disputed.
Client Communication Best Practice

Best practices for clear, professional client communication—plus templates for quotes, updates, and event changes.

Adding Goodshuffle Pro as a "Safe Sender" in GmailSteps on how to add Goodshuffle Pro's email address as a safe-sender.
Best Practices for Messaging ClientsHere are a couple of tips on messaging clients for you and your team.
How Messages Work in Goodshuffle ProLearn how Goodshuffle Pro messages sync with your email and how clients receive and reply to project messages.
Will Messages from my Client Still be Sent to me if I Deactivate my Account?Learn what to expect after your account is deactivated.
Adding Goodshuffle Pro as a "Safe Sender" in Microsoft Outlook / LiveMake sure Goodshuffle Pro emails always land in your inbox by adding us to your Safe Senders list in Outlook or Live.
How to Hide Incoming Client Messages to Avoid Marking Them as ReadHere's how you can set a filter in your Gmail account to avoid opening a message and having it marked as 'Read' in Goodshuffle Pro.
How can I offer my clients gift cards?Here's how you can offer your clients a gift card and apply it to a project for them in the future.
How can I add my custom domain for my quotes sent from Goodshuffle Pro?Here's how you can quickly customize your DNS settings to improve the deliverability of quotes sent from Goodshuffle Pro.
How To Make Sure Goodshuffle Pro Emails Go To Your InboxDon't miss our weekly user newsletter, business insights, and other emails. Update your email settings so you're always in the know.
Common Tech Tips

Quick fixes and troubleshooting tips for common tech issues like browser settings, cache clearing, and device compatibility.

Email Deliverability Best PracticesHere are best practices to avoid spam filters to ensure emails are delivered to your clients.
How Do I Take a Screenshot?Here are the best practices for taking a screenshot using a PC or a Mac.
Speed TroubleshootingExperiencing slowness? Here are some tips to help ensure your system is allowing you to zip through Goodshuffle Pro.
How to close the chat bubble?Here's how you can close a thread when you aren't actively in chat.
Why Am I Not Seeing the Chat Bubble in Goodshuffle Pro?Here are a few troubleshooting steps if you are not seeing the chat bubble pop up in your Goodshuffle Pro account.
How to Enable Cookies on Your Mobile DeviceHere is how you can enable cookies on your mobile device to remain logged in.
How can Goodshuffle Pro remember my login information?Here's how you can quickly dive back into Goodshuffle Pro.
How to Fix Hidden Text or White Text in Google ChromeHere's how you can disable a browser extension that might be causing display issues like white or hidden text in Google Chrome.
How to Opt Back in to Receive Goodshuffle Pro EmailsIf you've unsubscribed from all emails, you're missing out on our weekly user newsletter + more. Opt back in & receive the content you want!
Starter Guide to Keyboard ShortcutsWork faster using keyboard shortcuts in Goodshuffle Pro
How Can I Regain Access to My Goodshuffle Pro Account?Learn how to regain access to your Goodshuffle Pro account, whether you're reactivating a past account or troubleshooting login issues.