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Business workspace / Getting started

Set up your business workspace

Create your account and complete the four onboarding milestones.

2 min readUpdated October 26, 2026

01

Create your account

  1. 1Choose Sign Up Free on the website.
  2. 2Provide your name, work email, company name, and password, or continue with Google.
  3. 3Complete any account confirmation steps shown. If asked, enter Your name and Company name, then choose Create workspace.
Keep in mind

A customer reference should open the business’s invitation link instead of registering an unrelated business workspace.

02

Complete the Overview checklist

  1. 1Set payout values: choose your default request reward and conversion bonus in Settings.
  2. 2Add your first reference: invite a customer who is comfortable sharing their experience.
  3. 3Set reply email: configure the account reply-email setting in Settings.
  4. 4Send your first request: select an eligible active reference and create a conversation offer.
Illustrative wireframe · Fictional details

03

Start thoughtfully

Your customer relationship comes first. Confirm willingness before sending invitations and set accurate expectations about requests and rewards.

Invitation emails are available. SMS sending is paused pending setup, and Stripe funding and cash-outs remain test-only. Do not use the simulator as evidence of a live payout.

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