Proofly guides
Knowledgebase
Confidence for your team. Care for your customers.
START WITH YOUR CUSTOMER
Customer Reference Experience
An illustrated end-to-end journey, built around your most important relationship.
Getting started
Business workspace
Customer Reference Experience
See the complete customer journey—from invitation and signup to conversations, proof, and cash-out.
Business workspace
Set up your business workspace
Create your account and complete the four onboarding milestones.
Business workspace
Navigate the business workspace
Know where every module lives and switch between business and reference views.
Business workspace
Read your Overview dashboard
Understand requests, pipeline, won deals, revenue, and top advocates.
Customer reference app
Join your customer reference network
Open your invitation, use the right email, and save your preferences.
Customer reference app
Find your way around the reference app
Requests, Messages, Earnings, and Businesses—all in one familiar place.
Customer reference app
Add Proofly to your phone’s home screen
Use the browser-based app without an app-store download.
Settings & account
Business workspace
Security & Data Privacy
Authenticator protection, team access, payment setup and practical account safety.
Business workspace
Configure reply email and connect your Google inbox
Separate account reply preferences from your personal Gmail connection.
Business workspace
Invite a teammate to the workspace
Share a team invitation from owner Settings without exposing customer accounts.
Business workspace
Manage your profile and dark mode
Edit personal details, photo, meeting link, and browser appearance.
References
Business workspace
Add a reference and send an invitation
Save a customer, preview the fixed invite, and retry an individual email if needed.
Business workspace
Import and browse your reference directory
Use CSV import, directory search, status filters, and the Locations view.
Business workspace
Match references with advanced filters
Combine properties and comparison operators before sending a request.
Requests & conversations
Business workspace
Create and send a reference request
Set prospect context, schedule, format, reference selection, and rewards.
Business workspace
Track request status and follow up
Find sent, accepted, completed, rejected, and expired requests.
Business workspace
Use the request calendar
Switch day, week, and month views, read status colors, and open event details.
Business workspace
Coordinate a conversation in Messages
Share useful context and meeting links with an accepted customer reference.
Customer reference app
Accept or decline a reference request
Understand the offer, scheduled time, reward, and acceptance window.
Customer reference app
Message the business before your conversation
Find a thread, send preparation notes, and open a meeting link.
Customer reference app
Complete a conversation and submit proof
Upload a suitable screenshot and record completion without exposing private information.
Payouts & billing
Business workspace
Review proof and payout records
Open completion evidence, verify or flag it, and distinguish recorded from paid.
Business workspace
Record a won customer, bonus, and tip
Use the conversion dialog and download an itemized record.
Business workspace
Configure payout defaults and funding mode
Set business-owned reward amounts and understand how fees affect the reference.
Business workspace
Manage prepaid test funds and statements
Fund the test wallet, configure owner-only reloads, and download monthly records.
Testing & troubleshooting
Earnings & payouts
Customer reference app
Set up your Stripe test payout account
Understand payout preferences, hosted setup, and account readiness.
Customer reference app
Understand earnings, bonuses, and tips
Read net rewards, fee deductions, test records, and payout status correctly.
Customer reference app
Cash out eligible test rewards
Select whole rewards, slide to confirm, and read the provider result.