00:01 and hi there and welcome everyone to our
00:03 one of our group training week this week
00:06 today's focus is going to be on account
00:09 owner trainings what an account owner
00:11 how they can make the most of setting up
00:13 their account but before we get started
00:16 important question of the day today is
00:18 what do you do what
00:19 or how do you start your day we've got
00:21 two options here coffee versus tea the
00:24 of breakfast and it looks like we got a
00:26 clear winner here i'll give folks just
00:28 another minute or two
00:30 to vote in and looks like coffee has won
00:35 i share your enthusiasm folks coffee is
00:37 indeed my preferred way of starting my
00:40 very cool so what we're going to cover
00:42 today is how we can quickly set up your
00:44 account with the required pieces of
00:47 there's a lot you could do to very to
00:49 customize your account for your specific
00:51 company or to make it unique for your
00:53 business i'll be focusing mostly on the
00:56 important required pieces of information
00:59 to get your account set up
01:00 and i'll be sure to highlight some of
01:02 the most commonly overlooked pieces when
01:04 setting up your account as well
01:05 we're also going to be showing you how
01:07 you can set up different templates of
01:08 your terms and conditions and your
01:10 cancellation policies in your account
01:12 and also focusing on a couple of those
01:14 customization options
01:15 so let's go ahead and dive in here
01:21 so here we've got our getting started
01:23 checklist if you are
01:25 just getting started with good shuffle
01:27 pro this is a great
01:28 reference to have to see what items you
01:31 can set up on your account how you can
01:33 quickly make the most out of your
01:36 so the way that we can access this if
01:38 you ever need to revisit it is by
01:39 clicking this little blue
01:41 s in the top left here it'll take you
01:44 right back here with all of the
01:46 right here and before we get any further
01:49 if anyone does have any questions or if
01:50 there's anything we can help with as i'm
01:53 feel free to enter that into the chat
01:55 and we'd be happy to pause and answer
01:58 so that's how we can access the getting
02:00 started checklist this is a great place
02:02 to come especially if you're just
02:05 let me show you another way that we can
02:06 add in the required pieces of
02:09 we click your name up here in the top
02:11 right head into account
02:14 so this is where as an account owner we
02:16 can adjust all the settings
02:17 on our account this is also where if you
02:20 full user or a limited user this is
02:23 where you can adjust
02:24 information on your specific profile you
02:26 can edit your name your login
02:28 credentials and so on
02:30 but what i want to focus on here is the
02:31 account owner's privileges
02:34 so what we can do is we can click into
02:36 the company tab here
02:38 and this is where we can start to add in
02:40 detail about your business
02:42 so one of the first things that we
02:43 should do when when you're setting up
02:45 is make sure your account is verified
02:48 with stripe our payment processor
02:51 so to do that super easy we can click to
02:53 enter the required verification
02:56 right here while this is pulling up the
02:58 one thing i do want to say
03:00 is that your clients can pay you from
03:02 day one as soon as you
03:04 sign up for good shuffle pro what we're
03:06 doing here is we're verifying your
03:08 with our payment processor stripe so
03:10 that those payments can be transferred
03:12 directly into your bank account
03:14 and as we can see with this sensitive
03:17 information that we're adding in
03:18 this information gets passed directly
03:20 onto stripe never touches
03:22 our servers here at good shuffle pro so
03:25 we can add in our totally legitimate
03:27 ein here and we can click next on the
03:31 it looks like we've got a few more
03:32 people in the room with us hey everyone
03:34 we are recording the session so if you
03:36 are tuning in now we will be sending out
03:38 the recording before the end of the week
03:41 what we're doing here is we're just
03:42 adding in our required verification
03:45 with our payment processor stripe so i'm
03:48 going to go and add in
03:49 our phone number here and
03:52 of course the totally legitimate last
03:54 four digits of our social security
03:57 great let's go and click next
04:02 perfect so that's all we need to do to
04:04 make sure that payments
04:06 processed through stripe can be
04:08 transferred into our bank account
04:10 stripe requires this information as part
04:12 of as part of their know your client
04:15 and if anyone has any questions on this
04:17 go and let us know we'll be happy to
04:18 send you more information in the chat
04:20 after the end of the session so next
04:23 step we can go and add in our company
04:26 so super easy to do this all we need to
04:28 do let's just drag and drop
04:30 our company logo and we'd be good to go
04:33 so i've got my company logo pulled up
04:35 let's just drag and drop it super easy
04:39 and we can see that it's uploaded here
04:41 ta-da and we are done
04:43 scrolling down a bit more this is where
04:45 we can add in our bank so this is where
04:48 this is an important piece to know where
04:51 all of those rich juicy payments from
04:54 so we can click to add a bank account
04:56 here and this is going to ask us to
04:59 verify our bank account
05:00 with our payment or our partner
05:04 plaid stripe and plan work together this
05:06 is how we can verify your bank account
05:10 so this is where we can come in find the
05:11 bank we use or search from the
05:13 provided list add in our total
05:15 legitimate information here
05:24 and that's going to pull up here one
05:25 thing i do want to mention is if you are
05:27 not finding your bank supported here
05:29 let us know in the chat and be happy to
05:32 plaid so we can then select the bank
05:35 account we want connected
05:36 click continue and we'll be good to go i
05:39 can see that's processing there
05:41 perfect and we can see we are all set
05:44 if we just give this a quick second we
05:46 can see that that yellow bar at the top
05:49 our account is fully verified we're all
05:51 good to receive payments from our client
05:54 awesome next up if we scroll down just a
05:58 this is where we can add in the
05:59 different locations for our business
06:02 now quick show hands are quick yes or no
06:04 from you folks how many people
06:06 have multiple locations for their
06:07 business you might have different sales
06:09 offices or you may have
06:11 a warehouse and then you might have a
06:14 anyone here work with multiple sales
06:19 see we've got a few people typing in
06:22 gotcha it looks like most of the people
06:24 on the call today just have the the one
06:27 awesome if you do have more than one
06:30 office more than one location where
06:32 people can pick up the goods and
06:33 services that you offer
06:34 we can always click to add a new address
06:37 and then we can either add a new
06:41 what i want to show you here while we're
06:43 on the call is how we can add in a
06:46 so this is where clients will see this
06:48 is where i'm going to men
06:49 mail excuse me cash or check payments
06:53 so let's go and add in the mailing
06:54 address here so this is where you can
06:57 a po box or you can add in wherever you
07:01 mail to be delivered for your company
07:03 some of our vendors
07:04 run their business out of a personal
07:06 address or from a warehouse that does
07:09 mail so this is how you can set up the
07:12 mailing address for your company
07:16 great so we can see we've got our
07:18 physical address here and then our
07:20 just below great now let's say you work
07:24 you do operate your business on your
07:26 home you maybe don't want
07:27 people coming and picking up in store or
07:30 you don't want your clients coming up
07:32 picking up from your headquarters you'd
07:34 rather them know where to mail payments
07:36 not show your personal address on the uh
07:39 on your quotes and invoices
07:41 to do that super easy let's scroll up
07:45 head into settings scroll down just a
07:50 and this is where we could see show
07:51 headquarters address on
07:53 uh on our quotes and invoices let's go
07:57 this way our clients will just see our
07:59 mailing address they won't see our
08:01 physical address if anyone has any
08:03 questions on where and how
08:05 physical and mailing addresses are are
08:07 used in good shuffle pro
08:08 just let me know i'd be happy to stick
08:12 end of the session here show you a bit
08:16 so let's click back into the company tab
08:18 we can see we've got
08:19 our details here all loaded good to go
08:23 next up let's click into policies and
08:26 and i know everyone was like yes
08:29 finally i get to talk about policies and
08:32 taxes on a monday afternoon
08:34 this is my favorite way to spend my
08:37 hallelujah thank goodness the good news
08:40 is setting up your policies and taxes is
08:42 quick and easy and honestly setting up
08:45 the taxes in good shuffle pro
08:46 is incredibly easy but also super
08:49 powerful it's going to make your life so
08:51 much easier moving forward
08:53 so terms and conditions getting started
08:56 this is essentially the contract or the
08:58 language you want your client to sign
09:00 when you are first sending them the
09:02 quotes or the invoices
09:04 so super easy what we can do is we can
09:08 set this up here just seeing a little
09:11 window here great there we go
09:15 so what we could do literally if we take
09:18 that looks good click close intro here
09:21 we can go and add in our standard terms
09:25 and then what we could do let you just
09:29 from our terms and conditions and click
09:33 super easy if you do not have terms and
09:35 conditions handy what i would recommend
09:37 is just adding in some placeholder
09:39 information or some temporary
09:42 the pieces that we're adding in here
09:43 into the policies and taxes
09:45 is a required piece for you to be able
09:47 to send a quote to a client
09:49 or even just see the quote from the
09:51 client's perspective so make sure you do
09:53 as soon as possible that way you can
09:54 really start to get the most out of good
09:58 the one thing i want to mention before
10:00 we continue is we can set up multiple
10:02 templates of your terms and conditions
10:05 so what that means is if you do have
10:07 a set of terms for your brides for your
10:10 for your birthdays and your weddings you
10:12 can set up as many different templates
10:14 of your terms and conditions
10:15 as you like that way you and your team
10:18 what terms are going along with which
10:22 we could even assign specific terms to
10:25 specific clients or specific companies
10:27 making it easy when you're working with
10:29 your vips to note that they will always
10:32 vip terms assigned to them we'll be
10:34 covering a bit more about how to link
10:36 a client or company with their terms on
10:40 so make sure you tune back in
10:44 next up payment policies this is going
10:46 to be how you can outline
10:48 how much the client is going to pay and
10:50 when if this looks good
10:51 let's go and click ok got it and then we
10:55 how much we're going to take from our
10:57 client when they they sign how much
10:59 request from the client when they sign
11:01 if they're going to pay
11:02 prior to the event or after so common
11:06 we see that most vendors require a 50
11:09 deposit with the final balance due seven
11:12 days before the event so as you can see
11:14 here in this example i've got my payment
11:16 prior to the event percentage to capture
11:20 deposit and the final payment is due
11:22 seven days before the event
11:24 perfect what we could do here is we
11:26 could also select if
11:27 our mailing address is included in our
11:29 payment policy and also if it is legal
11:32 in our area if we are going to pass
11:35 onto our client so we can always select
11:40 same thing goes with your payment
11:41 policies you can set up multiple
11:44 templates in your account
11:47 so even if you have a set of terms where
11:49 you pass stripes fees in a version where
11:52 you can set up as many different
11:54 templates of your payment policies
11:56 as you like let's scroll down to the
11:58 cancellation policies here
12:00 so this is going to be if the client is
12:02 going to receive their deposit back
12:04 and if you could charge them any
12:08 if they cancel leading up to the event
12:10 so let's take a look here
12:12 i'm gonna click okay got it so i'm gonna
12:16 my standard term standard cancellation
12:19 perfect and in my case my deposits are
12:22 non-refundable so let's imagine this
12:27 yellow light red light type situation in
12:30 my company if you cancel
12:32 31 or more days out i'm not going to
12:34 charge you anything extra
12:36 you're just not going to get your
12:39 so what i want to do is i say well if
12:41 you cancel 30 days out
12:44 that's going to be a yellow light that's
12:46 going to be well you know
12:48 you're not going to get your deposit
12:49 back and i can charge you or it could
12:51 charge you a little bit extra
12:54 so i want to go 60 of the project is
12:57 what i could charge you if you cancel
12:58 within that time frame
13:00 let's say because you know i order
13:02 custom items i build a lot of these
13:05 specifically for jobs if you cancel a
13:09 i got to charge you 100 of the contract
13:11 so that remaining 50
13:13 will be due should you cancel so again
13:16 31 plus days that's a green light you're
13:18 just not going to get your deposit back
13:20 if you cancel within 30 days that's a
13:22 yellow light we're going to charge you a
13:25 and then if you cancel within seven days
13:28 it's going to be a hard red light for me
13:29 we're going to charge you 100 of the
13:32 the one thing i do want to highlight
13:34 here is that these cancellation windows
13:36 it's not going to automatically charge
13:38 the client on an order
13:39 it's going to empower you to have that
13:40 displayed clearly when your client signs
13:44 so that way when they're signing and
13:45 approving your terms and conditions
13:47 you're going to have their approval on
13:48 those terms as well
13:51 and there we go this next piece here the
13:54 receipt of goods and services this is
13:56 not a required piece when setting up
13:58 your account but it is something that i
13:59 strongly believe in
14:01 especially if you're getting started so
14:03 quick show of hands or quick yes or no
14:05 from those of you who are in the room
14:07 how many people have used or have heard
14:10 of the receipt of goods and services
14:15 see we've got a few people typing in
14:20 all right so it looks like we're getting
14:21 a few yeses a couple no's
14:23 no worries just so we get it on the
14:26 i'm going to outline the receipt of
14:28 goods and services is a client-facing
14:31 that'll be all of the items they ordered
14:34 with none of the pricing
14:36 so it's the perfect way for your client
14:38 for you to request that your client
14:39 sign off and approve saying yes we got
14:41 everything we requested
14:43 exactly as we expected everything was
14:45 good to go we're very happy
14:47 we're going to be focusing a little bit
14:50 and save the receipt of goods and
14:51 services on wednesday and thursday
14:53 so make sure you tune back in that so
14:56 the last piece is everyone's
14:58 favorite topic especially around
15:02 so the good news is setting up your tax
15:04 types in good shuffle pro is quick and
15:06 easy and it's also going to make your
15:08 tax reporting a breeze the important
15:12 to get set up first is the tax types
15:15 even if you don't know the specific
15:16 rates at this point setting up
15:18 at least sales tax or rental tax is
15:21 going to make your life so much easier
15:23 moving forward so in your tax rates
15:26 we've got a handy little video here
15:27 voiced by yours truly so you can always
15:30 if you need a hand let's go and click
15:34 and as i was mentioning here this is
15:35 where we can add in the tax type so we
15:37 can add sales tax here there we go
15:40 so if that's all you want to do perfect
15:42 leave it there you're good to go
15:45 if you happen to know the specific rate
15:47 for your city county or state
15:49 let's go and play around with that so
15:51 let's say my headquarters is in
15:54 let's go and add in philadelphia here
15:58 and i can say all right i know
16:00 philadelphia the city
16:01 that's two percent so i'm gonna go ahead
16:03 and two percent right here then i could
16:08 well i know that the county is two
16:11 percent and then so is the state so it's
16:13 two and two for the city county and
16:16 let's go and add in the two percent for
16:20 and two percent for the city or the
16:24 and this is where we could see as if by
16:26 magic the system is smart enough to know
16:28 philadelphia is in philadelphia county
16:30 which is in the state of pennsylvania
16:33 so when we do a project within
16:35 philadelphia it's gonna take the two
16:38 two percent county two percent city and
16:41 up into six percent super
16:44 easy the same thing applies if we add in
16:47 city here from pennsylvania
16:51 so let's say i know hershey's a bit
16:53 higher it's five percent
16:54 for the city there we go
16:58 so i can see that it's added hershey
17:01 under pennsylvania so it is
17:04 automatically looping in
17:05 that two percent state super easy
17:08 one other cool thing that we could do
17:10 here is if you click in this little map
17:13 this is where we can see the exact tax
17:16 for the specific cities counties that we
17:19 within our account now because
17:23 taxes are so important especially these
17:25 days does anyone have any questions
17:31 looks like we're okay to get started
17:34 all right so looks like we're good to go
17:36 here the last piece before we continue
17:39 if we click next in the bottom left this
17:42 is where we can select
17:43 where these taxes are going to be
17:44 applied so if they're going to apply to
17:47 but oh we don't tax our services or our
17:50 deliveries we can go and deselect those
17:54 and there we go so moving on to the next
17:58 integrations this is where we could add
18:01 different integrations or connections
18:03 that we offer with good shuffle pro
18:06 so one of the first ones i recommend
18:07 doing especially if you're getting
18:08 started with your account
18:10 activate the google calendar integration
18:13 this is going to allow you to quickly
18:15 at a glance what deliveries what pickups
18:18 what drop-offs who's coming in store to
18:20 collect their items
18:21 it's going to allow you to see a quick
18:25 what's coming up in the week what do we
18:26 have to do especially in the week
18:28 month day what have you scroll down a
18:31 bit more here this is also where we can
18:34 with the website wishlist integration
18:36 and this is an amazing feature
18:38 it's going to allow you to streamline
18:40 your sales process because your
18:42 clients will be able to view your
18:44 inventory that you've posted to good
18:46 directly on your website allowing them
18:49 to create essentially a wish list
18:51 quote if anyone would like to learn more
18:53 about the website wishlist integration
18:55 let me know i'll be happy to send you
18:57 more information and even set up a quick
18:58 one-on-one demo to make sure you uh you
19:01 can see the full spectrum of this new
19:05 below that is where we can activate the
19:06 quickbooks online integration and stay
19:08 tuned folks we're going to be focusing
19:11 friday so make sure you tune back in
19:15 the next tab over is the subscriptions
19:17 tab so this is where we can add in
19:19 the different users into our account so
19:21 we can add in our sales team
19:23 as full users we can add in our
19:27 as limited users and just let you know
19:30 limited users will only see projects
19:33 added to or that they've been assigned
19:36 so when you first add a limited user and
19:38 there's in fact one included within your
19:40 account so go and invite someone so that
19:42 from their from their perspective
19:45 limited users will only see projects
19:47 that you've assigned them to
19:49 if you're wanting a limited user or even
19:51 a salesperson automatically added to
19:54 let us know in the chat send us a quick
19:57 the any permission updates will need to
19:59 come directly from the account owner
20:01 so make sure your account owner sends us
20:03 a message with the email address of the
20:05 person you would like updated
20:06 and we'd be happy to take care of that
20:10 scrolling down a bit more here this is
20:11 where we can add our unlimited
20:13 read-only users which are going to be
20:15 perfect for your dj's
20:17 event staff anyone who doesn't need to
20:20 on a project but needs to know when they
20:23 what items they need to bring so on
20:27 scrolling down a bit more here this is
20:28 where you can see the billing
20:30 for your account so you can see how much
20:32 time is left on your trial you can
20:34 update the card on your subscription
20:36 and you can even once you have some
20:38 invoices for your subscription
20:40 you can download the invoices here
20:44 scrolling back up toward the top the
20:46 final tab here is the settings
20:48 now as i mentioned there are a ton of
20:50 customization there's a ton of
20:51 customization you could do
20:52 to your account from your side making it
20:56 even on a project by project basis i'm
20:59 going to be showing you a couple of the
21:00 most popular or most powerful
21:02 settings that we can control here but
21:04 definitely when we're off the call make
21:05 sure you come back here take a look at
21:07 what settings can be adjusted
21:08 that way you're really customizing the
21:10 account for your company
21:12 so this is where we can control the
21:14 billing settings up toward the top
21:16 what payment options are visible to to
21:19 are available to our clients
21:21 so this is where for example i don't
21:23 want to be taking cash these days
21:24 so we can disable cash payments that way
21:27 our clients will be able to pay securely
21:29 through a payment processor
21:30 stripe the other thing i want to mention
21:35 is that when we make adjustments here
21:36 from the account settings
21:38 these will apply from this point moving
21:42 it won't retroactively go back and
21:45 existing projects on our account so if
21:47 you are wanting to set up some standards
21:51 make sure you do it here you can always
21:52 adjust settings on a project by project
21:55 this is just going to make your life a
21:58 so let's scroll down here a bit more
22:00 this is where we can customize the
22:02 on our account so you can click this
22:04 little pencil icon here
22:05 and we could say all right what color do
22:06 i want with that lime green or that
22:08 olive green was quite nice
22:10 that we could text change the text color
22:14 there we go so again you can always
22:17 customize the color and the branding on
22:21 scrolling down a bit more here we do
22:23 have a lot of options that we can
22:26 this option here show cancellation
22:29 this is important when if you already
22:31 have your cancellation terms
22:32 listed in your terms and conditions that
22:36 if you don't want to list the system
22:37 generated from our side
22:39 cancellation policies go and toggle that
22:41 off you can choose to hide the system
22:43 generated cancellation policies
22:45 but you want to make sure that your
22:47 cancellation policies are clearly listed
22:49 in your terms and conditions
22:52 scrolling down a bit more here we can
22:54 control a lot of the settings on what is
22:56 visible to a client what is hidden
22:58 the one that i like to mention here is
23:01 that this is where you can choose
23:02 if the client will receive a an attached
23:05 pdf of the quote or the invoice when
23:07 they sign and pay online
23:10 we heard from a lot of our users that
23:11 the clients were printing off the quote
23:13 in the invoice and they were saying oh
23:14 they're dragging their feet they're
23:15 taking some time so what you could do to
23:18 streamline the process for your client
23:20 click to disable the
23:22 attached pdf that way the client will
23:24 just be able to access that sign in pay
23:26 link when they receive the quote or the
23:30 scroll on down a bit more here there's a
23:32 lot of settings we can do
23:33 in terms of the fulfillment settings so
23:35 from the back end but the one that i
23:36 like to cover here are the digital
23:38 pull sheets now quick show of hands
23:40 folks how many people are
23:42 using the digital pull sheets on their
23:47 so we're getting a few folks typing in
23:51 great so if you're not using the the uh
23:54 digital pull sheets here the best time
23:56 to start using these features
23:57 is today so the digital pull sheet is
24:01 know exactly where your team stands on
24:04 are we ahead of schedule are we behind
24:06 schedule or have we
24:08 marked items as being loaded onto the
24:10 truck the client called me up and said
24:12 we never got the shivari chairs i can
24:14 quickly see which one of my teammates
24:16 took that action to say yeah
24:18 i pulled the chairs off the shelf i
24:19 prepped them loaded dock and i
24:21 even loaded them into the truck you
24:23 could see exactly who took
24:24 what action and when so that way you
24:28 accountable if the client is claiming
24:29 they never receive those items on their
24:32 it's also going to save you a ton of
24:33 money on ink and printer paper
24:36 your team will be able to access these
24:38 digital pull sheet stages from their
24:40 tablet mobile device what have you you
24:43 could even edit the stages here
24:45 to say you know what i'll more want to
24:47 know when things have been pulled off
24:49 when the truck has been loaded and when
24:52 left the warehouse you can always
24:54 customize the stages
24:56 for uh for your account so if you work
24:58 in av you may want to know when things
25:03 boxed and left a warehouse if you work
25:05 with linen you may want to things
25:07 have been washed dried and so on so you
25:10 can always customize the stages of your
25:12 digital pull sheet from your account
25:15 the last one here very important these
25:17 are the notification settings
25:19 so this is how you can control how often
25:21 or if the client will receive
25:23 payment due reminders we want to make
25:25 sure that you can get paid as soon as
25:28 so by default good shuffle pro will send
25:30 your clients some automated reminders
25:32 letting them know hey
25:33 you've got to do balance or hey you've
25:34 got an upcoming due balance
25:36 here's the link to sign in pay you can
25:40 how often these send right here at the
25:41 bottom saying all right i want to
25:43 send these daily i want to make sure i
25:46 get paid i don't want to send them
25:47 for eight days there we go
25:51 the last section here the ip exclusion
25:53 list this is a list of all the ipa
25:55 addresses for your internal team
25:58 so that way whenever your teammate is
26:01 looking at a quote or an invoice from
26:04 it'll clearly list that it was the
26:07 taking that action not the client so
26:09 it'll mark the ip address
26:11 of who's viewing the quote and when
26:14 and that's how we can quickly set up
26:15 your account here there's again
26:17 a lot of settings that you can adjust if
26:20 you need a hand if you're like oh i know
26:22 colin mentioned something about
26:24 hiding my mailing address and not
26:25 showing it on my quotes and invoices
26:27 no worries head to help.goodshuffle.com
26:31 so how can i hide physical
26:34 address and this is where you can see
26:38 all of the information about changing or
26:41 hiding your headquarters address
26:43 from our help article library so there's
26:45 going to be screenshots there's
26:48 gifs there's clear instructions here of
26:51 how to take these actions
26:52 and what to do so thanks everyone for
26:55 being a part of today tomorrow we're
26:57 going to be focusing on
26:58 inventory creation and inventory
27:01 if you have any questions let me know in
27:03 the chat here be happy to stick around
27:06 minutes what i'd love to hear from you
27:07 folks is what is the one thing you
27:09 interesting or valuable about today's
27:12 we frequently do these sessions every
27:15 month and we'd love to take your
27:16 feedback for the next round of sessions
27:18 that we've got coming up but once again
27:20 thanks everyone for being a part of
27:22 we'll look forward to seeing you
27:23 tomorrow and be well bye
