First Steps with Goodshuffle Pro
Resources to help you log in, explore the dashboard, and complete your first actions in Goodshuffle Pro.
By Alison and 5 others6 authors19 articles
- 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