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First Steps with Goodshuffle Pro

Resources to help you log in, explore the dashboard, and complete your first actions in Goodshuffle Pro.

7 authors20 articles
Using Saved Views on Your Inventory ListLearn how to use Saved Views to instantly filter and sort your inventory the way you actually work - no more rebuilding the same filters every session.
How to Get Started With Goodshuffle ProYour step-by-step checklist for getting set up and booking events fast with Goodshuffle Pro Lite or Standard.
A Beginner’s Glossary for Goodshuffle ProNew to Goodshuffle Pro? This glossary breaks down common terms to help you get started with confidence.
Quick Links to Get Your Essentials Set UpUse this step-by-step checklist to get started with Goodshuffle Pro and optimize your account setup in under two hours.
Add, Edit, and Crop Your Company LogoAdd your company logo to Goodshuffle Pro, then crop, edit, and pair it with your brand colors so it shows up beautifully on every client-facing document.
Manage Your Company’s Policies and TaxesCreate professional terms, payment policies, cancellation rules, and taxes that protect your business and set clear expectations with clients.
Manage Your Company’s InformationAdd and edit your company profile, locations, and bank info. Also view all electronic transfers to your account.
How Do I Connect My Goodshuffle Pro Account to Stripe?Learn how to securely connect your Goodshuffle Pro account to Stripe to start collecting online payments from your clients.
Add Your Company’s Bank InformationHow to verify your bank through Plaid to receive direct payments.
Send Your First QuoteLearn how to create and send your first quote in Goodshuffle Pro.
The Anatomy of a ProjectLearn about the different sections and buttons you'll see in each Goodshuffle Pro project.
Add Your Inventory to Goodshuffle ProLearn how to quickly enter inventory items into Goodshuffle Pro.
Inventory Vocabulary Cheat SheetWhat do these inventory terms mean? How do I know what I'm adding?
Which Category Should I Use for My Inventory in Goodshuffle Pro?Here's a list of all inventory and service categories within Goodshuffle Pro.
How Can I Price My Items in Goodshuffle Pro?Here are the pricing structures we support for your inventory.
Adding Delivery Logistics to InventoryLearn how to create delivery services in your inventory with custom pricing and logistics options.
Manage Company LocationHow to edit/add company location, phone number, store hours, and delivery options.
How to Import Existing Client Information Into Goodshuffle ProLearn how to import your existing clients, inventory, and contracts into Goodshuffle Pro.
How Do I Start Entering My Inventory into Goodshuffle Pro?This article will show you how to get started adding your inventory to Goodshuffle Pro.
Get started with Goodshuffle Lite in less than 30 minutesNew to Goodshuffle Lite? Join our daily orientation to learn the essentials