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.
INVITED BY ACME
Welcome to Proofly.
Your experience has value.
Full name
Email address
Password
Use the same email address that received your invitation. Email confirmation may be required.
Create a reference account
An email-based account example, using the invitation address.
Illustrative wireframe · Fictional details
02
Join and save your preferences
- 1Sign in or continue with email from the invitation page.
- 2Choose Bank account or Debit card as your payout preference. This does not collect financial details.
- 3Review the separate SMS consent checkbox naming the business. The current joining flow requires checking it before continuing.
- 4Choose Join & save preferences. You will arrive in your reference app.
Acme invited you to be a customer reference.
Share your experience. Choose the conversations that work for you.
Signed in as
Payout preference
I agree to receive SMS reference requests from Acme. Frequency varies. Message & data rates may apply. Reply STOP to opt out, HELP for help.
This saves a payout preference. Financial details are collected separately through Stripe.
Accept the invitation
A clear company invitation, payout preference and explicit SMS consent.
Illustrative wireframe · Fictional details
An unavailable or already-claimed invitation cannot be accepted. Ask your business contact for help rather than creating an unrelated business workspace.