Quick Start Guide for New Users

Hit the ground running with Goodshuffle Pro. Let's set you up for success.

Free trial: Week 1 plan

  • 1

    Watch this video

    Remember: You don't need to get everything *perfect* to start testing the waters. Have fun exploring!

    5 Minute Intro
  • 2

    Set up the basics

    Setting up your basics, such as terms and taxes, will unlock features and save you time later.

    Set Up Taxes
  • 3

    Add your inventory

    No need to enter everything! Just enter a few items, services, and packages at first to see how easy it makes tracking and quote building.

    Add Inventory
  • 4

    Create a project

    Create a fake event and add your personal email address as the client. Send yourself a fake contract and see how the magic happens!

    Your First Project
  • 5

    Set up a 1:1 check-in

    If you haven't already, take advantage of our free 1:1 training sessions. Our team is happy to show you the ropes and answer any questions you may have.

    Book Free Training

Want help with inventory entry?

While an onboarding package isn't necessary for success, some folks would rather outsource the process to our expert team. Send us a message to request a quote for an onboarding package now.

Free trial: Week 2 plan

  • 6

    Watch tutorials

    After your 1:1 training session, our team sends you personal recommendations for videos to watch. These will help you learn even more about your powerful new capabilities.

    Plus, Check our Youtube
  • 7

    Loop in your team

    We have seen that businesses have the most success if they loop in team members during their trial. This way, folks feel bought in to the new software and excited to test the ropes.

    Add Teammates
  • 8

    Schedule a 1:1 team session

    Want to really make your team experts in the software? Set up a time to get a customized training session for your team.

    Book Team Training
  • 9

    Add integrations

    We offer a free Google Calendar Integration, and also give you the opportunity to explore our popular QuickBooks and Website Wishlist Integrations, too.

    Learn More
  • 10

    Enjoy your experience

    You're on your way to becoming an event team who loves their software! Remember we're just a message away if you have any questions along the ride.

    Message Us

New user FAQ

Answers to the most common questions during your free trial

What happens when the trial ends?

The account is real! This means all your inventory and settings will save and we’ll simply bill you for the first month for your users and integrations. We’ll email you 3 days prior to remind you of that payment, at which point you can simply deactivate or remove any of the seats or integrations you don’t need to avoid any charges.

What will my client see when I send a quote?

We recommend sending one to your personal email so you can walk through the full client experience. You can also view this video to see an example.

What help is available during trial?

Unlimited training and support is available always! We have help videos, a FAQ library, group trainings, 1:1 trainings, plus our handy chat support bubble. The best place to start is shooting us a quick chat, and we can guide you from there.

How do I add in payment processing?

Payment processing is fully integrated in Goodshuffle Pro at no additional monthly cost. You can learn about associated processing fees and Stripe’s industry leading security here. To set up your bank account in Goodshuffle Pro, follow these instructions. 

Book a 1:1 Training

Meet with one of our experts who can answer any and all questions you have about the system. We mean it when we say free, unlimited support— we’re here to help.

Book a Training

Visit Our Help Center

Packed full of content to help you become a rockstar Goodshuffle Pro user. Videos, articles, tips, tricks… it’s all there. Just enter the topic in the search!

Visit Help Center

5 training videos to get you started

Watch these 5 pre-recorded training videos that walk you through the basics of your account
Task management in Goodshuffle Pro, event rental management software

Account Owner Training

Admins will learn how to maintain control of their system and their team permissions in Goodshuffle Pro.

Inventory tracking in Goodshuffle Pro, event rental management software

Inventory Management

You/your team will understand how to upload and manage inventory, maximize organization, and report on your inventory usage.

Goodshuffle Pro sales report

Sales Team Training

Sales folks will learn how to close business faster and make you more money! You don't want to miss this important session.

Automated pullsheet in Goodshuffle Pro, inventory management software

Support Team Training

Support team or warehouse workers will learn to do their job more efficiently and more accurately.

Goodshuffle Pro Website Wishlist Integration demo

Website Wishlist Overview

Ready to take the next step in saving time and delighting clients? Check out our Website Wishlist Integration.

Resources for additional help

Have questions?

Send us a message in the chat bubble. We guarantee a lightning fast response during normal business hours.

Need website help?

Work with our trusted developer partners to build your dream website with our Website Wishlist integration.

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