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Customer reference app / Getting started

Join your customer reference network

Open your invitation, use the right email, and save your preferences.

2 min readUpdated October 26, 2026

01

Start with the invitation

A business that values your experience invites you to share it with prospective customers. You choose which conversations to accept; an invitation is not a commitment to every request.

Open Review invitation in the email. Use the same email address that received the invitation, even if you already have another Proofly account.

Create a reference account

An email-based account example, using the invitation address.

Illustrative wireframe · Fictional details

02

Join and save your preferences

  1. 1Sign in or continue with email from the invitation page.
  2. 2Choose Bank account or Debit card as your payout preference. This does not collect financial details.
  3. 3Review the separate SMS consent checkbox naming the business. The current joining flow requires checking it before continuing.
  4. 4Choose Join & save preferences. You will arrive in your reference app.

Accept the invitation

A clear company invitation, payout preference and explicit SMS consent.

Illustrative wireframe · Fictional details

Keep in mind

An unavailable or already-claimed invitation cannot be accepted. Ask your business contact for help rather than creating an unrelated business workspace.

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