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Set Up Your Account
This section will walk you through how to get started with Goodshuffle Pro
+7
105 articles in this collection
Written by
Andrew Garcia,
Erik Dreyer,
Karen Gordon
and 7 others
Quick Links to Get Your Essentials Set Up
Get started setting up your account with these helpful articles!
Written by
Samantha Smith
Updated over a week ago
Do I need my own Stripe account?
This article walks through how a Stripe Profile is created in Goodshuffle Pro.
Written by
Melissa Teague
Updated over a week ago
Managing Your Directory
How to add and view Clients, Companies, & Venues in your Directory. Learn how to give customers and clients private discounts.
Written by
Karen Gordon
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
Benefits of Stripe Connect
Goodshuffle Pro is proud to exclusively partner with Stripe to process payments for our users.
Written by
Samantha Smith
Updated over a week ago
Connect With Google Calendar
How to sync your projects with Google Calendar plus access item details from your calendar
Written by
Karen Gordon
Updated over a week ago
Speed Troubleshooting
Experiencing slowness? Here are some tips to help ensure your system is allowing you to zip through Goodshuffle Pro.
Written by
Colin Connor
Updated over a week ago
How to opt back in to receive Goodshuffle Pro emails
If you've unsubscribed from all emails, you're missing out on our weekly user newsletter + more. Opt back in & receive the content you want!
Written by
Carmen Bodziak
Updated over a week ago
What is the IP Exclusion List?
Here's what the IP Exclusion List on your Account Settings means.
Written by
Colin Connor
Updated over a week ago
How does Goodshuffle Pro's referral bonus work?
An overview of how to refer a new customer or company to Goodshuffle.
Written by
Samantha Smith
Updated over a week ago
Best practices
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.
Written by
Colin Connor
Updated over a week ago
How can I see my client's phone numbers from my project list?
Here's how you can add the 'Client Phone' Custom Column to your project list.
Written by
Colin Connor
Updated over a week ago
Coronavirus (COVID-19) guide and resources
A list of helpful information and resources to help navigate the coronavirus pandemic
Written by
Erik Dreyer
Updated over a week ago
Adding Goodshuffle Pro as a "Safe Sender" in Microsoft Outlook / Live
Steps on how to add Goodshuffle Pro's email address as a whitelisted email sender
Written by
Andrew Garcia
Updated over a week ago
How can I hide incoming client messages to avoid marking them as read?
Here'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.
Written by
Colin Connor
Updated over a week ago
Goodshuffle Pro Group Training Sessions
Here's where you can find out more about our next round of Group Training Sessions.
Written by
Colin Connor
Updated over a week ago
How can Goodshuffle Pro remember my login information?
Here's how you can quickly dive back into Goodshuffle Pro.
Written by
Colin Connor
Updated over a week ago
Why shouldn't I forward or copy & paste my invoice links?
Here are a few reasons why you should only send the quotes from Goodshuffle Pro to the person signing & paying for the event.
Written by
Colin Connor
Updated over a week ago
What Custom Columns should I have on my Project List?
Here are some best practices and example scenarios for how to set up your project list.
Written by
Colin Connor
Updated over a week ago
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.
Written by
Mallory Mullen
Updated over a week ago
How can I manage my team on my account?
How can I swap the Account Owner on my account?
Here's how you can swap who the Account Owner is on your Goodshuffle Pro Subscription with another teammate.
Written by
Colin Connor
Updated over a week ago
How can I schedule my team using Goodshuffle Pro?
Here are a few quick tips on how to schedule your team using Goodshuffle Pro
Written by
Colin Connor
Updated over a week ago
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?
Written by
Karen Gordon
Updated over a week ago
Add or Remove Teammates
Add or remove teammates from current seats, or add/remove the seat itself.
Written by
Karen Gordon
Updated over a week ago
How can I manage the taxes on my account?
How can I delete a Tax Type on my account?
Here's how you can delete a Tax Type in your account settings.
Written by
Colin Connor
Updated over a week ago
How can I edit or adjust the default tax on my account?
Here's how you can change which taxes will automatically apply when creating new items.
Written by
Colin Connor
Updated over a week ago
How can I update the tax rate for an existing area on my account?
Here's how you can quickly update the tax rate for an existing city, county, or state on your account.
Written by
Colin Connor
Updated over a week ago
What does 'Add Unincorporated Places Tax Rate' mean?
Here's what adding an incorporated tax rate will do when editing your tax types.
Written by
Colin Connor
Updated over a week ago
Setting Up Tax Types With Locations
A step-by-step guide to setting up your tax types and handling different tax rates for different locations
Written by
Karen Gordon
Updated over a week ago
How can I assign taxes to an overridden project?
Here's how you can resolve a project with overridden taxes and reconcile your tax report.
Written by
Colin Connor
Updated over a week ago
How does Goodshuffle Pro calculate taxes?
Written by
Colin Connor
Updated over a week ago
Tax FAQs
Frequently asked Tax Type Questions/Tax Questions.
Written by
Jake Scotto
Updated over a week ago
How can I control my account settings?
How can I hide Line Item Group Dates on all my Projects?
Written by
Colin Connor
Updated over a week ago
How can I enable Online Payments?
Written by
Colin Connor
Updated over a week ago
How can I choose what name my checks are paid to?
Here's how you can choose to display either your DBA or your Legal Business Name for your clients paying by check.
Written by
Colin Connor
Updated over a week ago
How can I change my default Payment Policy?
Here's how you can change the default payment policy.
Written by
Colin Connor
Updated over a week ago
How can I disable online signatures for my account?
Here's how you can disable online signatures on your account.
Written by
Colin Connor
Updated over a week ago
How can I change my default Terms and Conditions?
Written by
Colin Connor
Updated over a week ago
How can I add a set of terms to my Receipt of Goods & Services?
Written by
Colin Connor
Updated over a week ago
How can I remove PO Numbers from my projects?
Here's how you can disable the option for your clients to add a PO number to their projects.
Written by
Colin Connor
Updated over a week ago
How can I remove payment policies from my account settings?
Here's how you can delete any un-needed or outdated payment policies from your account.
Written by
Colin Connor
Updated over a week ago
How can I delete a payment policy?
Here's how you can remove a payment policy from your account.
Written by
Colin Connor
Updated over a week ago
How can I disable Online Payments?
Here's how you can turn off online payment options for your account.
Written by
Colin Connor
Updated over a week ago
How can I disable the ACH / E-Check Payment option for my future projects?
Here's how you can disable ACH / E-Check Payments for your upcoming projects
Written by
Colin Connor
Updated over a week ago
How can I turn off cash or check payments for my projects?
Here's how you can disable Offline Payment Options, so that your clients will be able to pay via Credit Card or ACH.
Written by
Colin Connor
Updated over a week ago
How can I highlight important parts of my Terms and Conditions?
Here's how you can 'Bold' sections of your terms, to ensure your client can clearly see them.
Written by
Colin Connor
Updated over a week ago
How can I turn off photos on my quotes and invoices?
Here's how you can disable images on your quotes and invoices.
Written by
Colin Connor
Updated over a week ago
How can I control how many times my clients receive a Payment Due Notification?
Here's how you can control the frequency of your Payment Due Notifications.
Written by
Colin Connor
Updated over a week ago
How can I send my clients an overdue payment reminder?
Here's how you can send an automated message when a payment is past due.
Written by
Colin Connor
Updated over a week ago
How can I notify a client that a payment will be due?
Here's how you can set up automated notifications before a payment becomes due.
Written by
Colin Connor
Updated over a week ago
How can I disable Payment Reminder emails?
Here's how you can turn off the Automatic Payment Reminder emails for both your account and on a specific project.
Written by
Colin Connor
Updated over a week ago
How can I change the listed account representative for my account?
Here's how you can update the account representative for your company.
Written by
Colin Connor
Updated over a week ago
How can I control showing the Sales Lead on my projects moving forward?
Here's where you can adjust the visibility of your Sales Lead on all projects moving forward.
Written by
Colin Connor
Updated over a week ago
Manage Your Company’s Policies and Taxes
Add & edit terms & conditions, payment policies, cancellation policies, and taxes. Plus, a reminder on Stripe's processing fees!
Written by
Karen Gordon
Updated over a week ago
How can I turn my Cancellation Policies off account wide?
Here's you can turn off your cancellation polices on all your projects moving forward.
Written by
Colin Connor
Updated over a week ago
How can I change the colors to match my brand on my quotes and invoices?
Here's how you can customize the brand colors that will show on your quotes and invoices.
Written by
Colin Connor
Updated over a week ago
How can I see reports on my account?
How can I see the top performing inventory categories?
Here's how you can use your Dashboard report on your top performing inventory.
Written by
Colin Connor
Updated over a week ago
What's the difference between a cash and accrual report?
Here's the difference between a cash and accrual report.
Written by
Colin Connor
Updated over a week ago
How can I generate a sales tax report?
Here's how you can generate a report of your sales tax
Written by
Colin Connor
Updated over a week ago
How can I manage the locations of my company?
How do I remove / delete an old address?
If you’ve moved to a new location, it’s a good idea to remove or delete your old address.
Written by
Colin Connor
Updated over a week ago
How do I remove my old address?
Written by
Colin Connor
Updated over a week ago
How to adjust delivery and in-store pickup hours
Learn to add or edit your company hours and turn on delivery/pickup options
Written by
Karen Gordon
Updated over a week ago
Where do my addresses show on my client facing material?
Here's where your addresses will show on your client facing material.
Written by
Colin Connor
Updated over a week ago
How can I change my physical and mailing address?
Here's how you can change the billing/payment and/or mailing address associated with your account.
Written by
Colin Connor
Updated over a week ago
Managing multiple store locations or warehouses
How to change the address seen on all your documents depending on which is your headquarter
Written by
Karen Gordon
Updated over a week ago
How can I quickly set up my Goodshuffle Pro account?
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.
Written by
Colin Connor
Updated over a week ago
How can I add or edit the client facing BN on my account?
Here's how you can adjust the BN that will be listed on your quotes and invoices.
Written by
Colin Connor
Updated over a week ago
Manage Your Company’s Information
Add & edit your company profile, location, and bank info. Also view all electronic transfers to your account.
Written by
Karen Gordon
Updated over a week ago
Add, Edit, and Crop Your Company Logo
Steps on how to add your company logo and use our built in editor to crop and edit.
Written by
Karen Gordon
Updated over a week ago
Add your company's logo
How to add a company logo that will appear on contracts, pull sheets, and all important documents visible to your clients
Written by
Karen Gordon
Updated over a week ago
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies via Account Settings
How admins can add or change default Terms & Conditions, Payment Terms, and Cancellation Policies in account settings
Written by
Karen Gordon
Updated over a week ago
How can I hide my Headquarters address on my quotes and invoices?
Here's how you can show just a PO Box on your client facing material.
Written by
Colin Connor
Updated over a week ago
Manage Company Location
How to edit/add company location, phone number, store hours, and delivery options.
Written by
Karen Gordon
Updated over a week ago
Add your company's bank information
How to verify your bank through Plaid to receive direct payments
Written by
Karen Gordon
Updated over a week ago
How can I add a file to my Terms and Conditions
Here's how you can include a link to a PDF, JPEG, or other document in your Terms and Conditions Templates
Written by
Colin Connor
Updated over a week ago
How can I add a custom cancellation policy?
Here's how you can add a custom cancellation policy on your account.
Written by
Colin Connor
Updated over a week ago
How can I make changes to the company information that shows up on the client quotes?
Changing information such as company location, name, image, phone number, and email on a client's quote.
Written by
Karen Gordon
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
As a Canadian Vendor, how do I find my Routing and Account Number?
This article will show you how to find your routing and account number as a Canadian Vendor.
Written by
Melissa Teague
Updated over a week ago
How can I manage the billing of my subscription?
How can I reactivate my account?
Here's how you can reactivate your account and regain access to all your projects, files, and inventory.
Written by
Colin Connor
Updated over a week ago
Could my client's sign and pay after my account is deactivated?
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
How can I deactivate my Unlimited Read-Only User Subscription?
Here's how you can remove your Unlimited Read-Only User Subscription.
Written by
Colin Connor
Updated over a week ago
Manage Your Subscription/Billing
When will I be billed for my Goodshuffle Pro accounts? What's the difference between core, annual, and monthly accounts?
Written by
Karen Gordon
Updated over a week ago
How can I download the invoices for my subscription?
Here's how you can quickly access the invoices for your Goodshuffle Pro subscription.
Written by
Colin Connor
Updated over a week ago
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.
Written by
Colin Connor
Updated over a week ago
How can I get one month free?
Here's how you can switch to annual billing to receive a free month on your Goodshuffle Pro subscription.
Written by
Colin Connor
Updated over a week ago
How to deactivate your subscription
Learn how to cancel your free trial, close your account, or close another user's account.
Written by
Karen Gordon
Updated over a week ago
When does my subscription renew?
Here's how you can quickly see when your subscription will renew.
Written by
Colin Connor
Updated over a week ago
Manage Your Free Trial
What can users do during their free trial and when will they be charged?
Written by
Karen Gordon
Updated over a week ago
How can I manage my personal account information?
How do I find my Time Zone in Goodshuffle Pro?
How to double check your company's time zone settings.
Written by
Dominique Cheek
Updated this week
How can I log out on a mobile device?
Written by
Colin Connor
Updated over a week ago
How can I change the phone number on my profile?
Here's how you can update the phone number on your account.
Written by
Colin Connor
Updated over a week ago
How can I change the name on my profile?
Written by
Colin Connor
Updated over a week ago
How can I reset my Password?
Forgot your Password? Here's how you can reset your password for Goodshuffle Pro.
Written by
Colin Connor
Updated over a week ago
How can I change my email address?
Here's how you can update the email address you use to login.
Written by
Colin Connor
Updated over a week ago
Manage Your Goodshuffle Pro Account Information
Build and edit your personal information for your account. Learn to change your password and what to do if you forget your password.
Written by
Karen Gordon
Updated over a week ago
How can I learn more about Stripe?
How can I pass the processing fees for payments through Stripe?
Here's how you can pass the processing fees on to your client if it is legal in your area.
Written by
Colin Connor
Updated over a week ago
Why do payment processors need my personal information?
Written by
Colin Connor
Updated over a week ago
Why is Stripe asking for more account owner information?
Here's how you can clear the yellow bar from the top of your screen.
Written by
Colin Connor
Updated over a week ago
Why is the system asking me for date of birth or social security number?
Here's why Stripe needs to know your SSN or your DOB.
Written by
Colin Connor
Updated over a week ago
Will I pay any fees if I am able to 'pass the fees' on to the client?
Here's what you be paying if you are able to pass the processing fees on to your clients.
Written by
Colin Connor
Updated over a week ago
What are Stripe's Fees?
Here's a list of all of Stripe's Fees for Transactions and Transfers.
Written by
Colin Connor
Updated over a week ago
How can I pay for the processing fees for payments through Stripe?
Written by
Colin Connor
Updated over a week ago
1099-K Tax Form For Your Business
Outlines the process to receive your Form 1099-K from our partner, Stripe.com
Written by
Erik Dreyer
Updated over a week ago