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Getting Started

Quick-start guides to help you get set up in no time

First Steps with Goodshuffle Pro

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

Quick Links to Get Your Essentials Set UpGet started setting up your account with these helpful articles!
Manage Your Company’s Policies and TaxesAdd & edit terms & conditions, payment policies, cancellation policies, and taxes. Plus, a reminder on Stripe's processing fees!
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies via Account SettingsLearn more about how Account Owners or Admins can add or change default Terms & Conditions, Payment Terms, and Cancellation Policies in account settings.
How can I create multiple Terms and Conditions?Here's how you can set up your Terms and Conditions templates to reflect the needs of your specific project.
Manage Your Company’s InformationAdd & edit your company profile, location, and bank info. Also view all electronic transfers to your account.
Add, Edit, and Crop Your Company LogoSteps on how to add your company logo and use our built in editor to crop and edit.
Manage Company LocationHow to edit/add company location, phone number, store hours, and delivery options.
Add your company's bank informationHow to verify your bank through Plaid to receive direct payments
Enter Your Items via Standard AddThe best way to start entering inventory is via Standard Add. Here's your step-by-step guide on entering products.
Adding Delivery Logistics to InventoryHow to add delivery logistics to my inventory
Add Your First projectHow to add a project with venue information, time & date, logistics, client information, and more.
The Anatomy of a ProjectWhat are the different sections and buttons available in each project?
Add your Products through Standard AddA guide to inputing inventory while editing the price, tags, description, image, and more.
Making the most out of my Trial

Tips and tools to get the most out of your free trial—learn features, track ROI, and decide if Goodshuffle Pro is right for you.

Entering Items via Batch AddHow to enter inventory such as linens, drapes, and other items with varying colors or other attributes.
Add or Remove TeammatesAdd or remove teammates from current seats, or add/remove the seat itself.
Adding a PackageLearn what a Package is and how to add a package or a "kit" of multiple inventory items and/or services
How can I create a custom message template?Here's how you can create and customize your own email template.
Send a Quote to a ClientHow to preview the client view, customize the email, and send a Quote to your client.
Managing Your DirectoryHow to add and view Clients, Companies, & Venues in your Directory. Learn how to give customers and clients private discounts.
Goodshuffle Pro Group Training SessionsHere's where you can find out more about our next round of Group Training Sessions.
How to customize columns on the Projects & Inventory pagesDecide what information you want to see at a glance when you use the software.
Manage Your Free TrialWhat can users do during their free trial and when will they be charged?
How can I access Goodshuffle Pro from my mobile iOS (Apple) device?Craving the ease of accessing our site in the form of a digital app? Here's how you can save our site as an app icon on your mobile device.
What’s a Seat vs. a Teammate?What's the difference of adding/removing seats vs. adding/removing teammates? What do you do if an employee quits or gets fired?
How can I see who has been assigned to a project?Here's how you can add the 'Other Members' Custom Column to quickly see who (if anyone) has been assigned to an order.
Subscription & Billing

Find help managing your subscription, updating billing info, and understanding your plan options.

How can I reactivate my account?Here's how you can reactivate your account and regain access to all your projects, files, and inventory.
Could my client's sign and pay after my account is deactivated?
How can I see what I'm paying for each month?Here's how you can see a summary of all the subscriptions on your account.
How can I deactivate my Unlimited Read-Only User Subscription?Here's how you can remove your Unlimited Read-Only User Subscription.
Manage Your Subscription/BillingWhen will I be billed for my Goodshuffle Pro accounts? What's the difference between core, annual, and monthly accounts?
How can I download the invoices for my subscription?Here's how you can quickly access the invoices for your Goodshuffle Pro subscription.
How can I change the card I use to pay for my account?Here's where you can change the card you use to pay for your subscription.
How can I save money on my Goodshuffle Pro subscription?Here's how you can switch to annual billing to save money on your Goodshuffle Pro subscription.
How to deactivate your subscriptionLearn how to cancel your free trial, close your account, or close another user's account.
When does my subscription renew?Here's how you can quickly see when your subscription will renew.
How does Goodshuffle Pro's referral bonus work?An overview of how to refer a new customer or company to Goodshuffle.
How can I change the account owner on my subscription?Here's how you can change who is the account owner on your subscription if you are selling or transitioning your business.
How can I upgrade a Crew User to a Sales User?Here's how you can upgrade a Crew User to a Sales User from your account settings.