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21 articles in this collection
Written by
Karen Gordon,
Colin Connor,
Jake Scotto
and 1 other
How can I send a bill to the Accounting Department?
Here's how you can send the final invoice to Accounts Payable.
Written by
Jake Scotto
Updated over a week ago
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.
Written by
Sierra Burton
Updated over a week ago
How can I view all of the Goodshuffle Pro default message templates?
Here's how you can view/edit each system-generated email message.
Written by
Jake Scotto
Updated over a week ago
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.
Written by
Jake Scotto
Updated over a week ago
How can I edit a Goodshuffle Pro default message?
Here's how you can customize the email templates sent from your Goodshuffle Pro account.
Written by
Jake Scotto
Updated over a week ago
How can I create or edit a custom Email Signature?
Here's how you can adjust your email signature.
Written by
Jake Scotto
Updated over a week ago
What are Personalization Tokens?
Learn more about ways you can quickly customize your message templates.
Written by
Jake Scotto
Updated over a week ago
How can I track all communication for my projects?
Here's where you can see all the messages sent and received for your projects.
Written by
Colin Connor
Updated over a week ago
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
Written by
Jake Scotto
Updated over a week ago
What is the difference between the Default and Lite Email Theme?
A preview of Default and Lite Emails
Written by
Jake Scotto
Updated over a week ago
How do I navigate to a project from messages?
Here is how to view project details from the message thread.
Written by
Sierra Burton
Updated over a week ago
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?
Written by
Colin Connor
Updated over a week ago
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.
Written by
Jake Scotto
Updated over a week ago
How can I CC additional recipients in a message?
Here's how you can add multiple recipients to your messages.
Written by
Jake Scotto
Updated over a week ago
What is the difference between a Quote, Invoice, and Contract?
A quick example of the three scenarios when sending a project to your Client.
Written by
Jake Scotto
Updated over a week ago
How can I create a custom message template?
Here's how you can create and customize your own email template.
Written by
Jake Scotto
Updated this week
Sending Messages Within a Project
Start a conversation with either team members or clients within a project's details.
Written by
Karen Gordon
Updated over a week ago
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
Written by
Colin Connor
Updated over a week ago
How to Message Your Team & Clients
Track conversations with clients and teammates per project. Send messages, photos, files, and more.
Written by
Karen Gordon
Updated over a week ago
How to see when a client last received and last read a message
See if your client has viewed a message sent to them
Written by
Karen Gordon
Updated over a week ago
Communicate with Clients
How do I track my client messages and emails in Goodshuffle Pro?
Written by
Karen Gordon
Updated over a week ago