Refervia runs in your phone's web browser. Sign in the same way you do on a computer, and your Referral Desk fits your screen.
Steps
- Open the web browser on your phone.
- Go to refervia.com/login.
- Sign in with Continue with Google, or with your email and password.
- Use the bar at the bottom of the screen to move around: Overview, Referrals, Partners, Network and Settings. On a team, Queue takes the place of Network, or Team if you own the team.
- Tap the green + button at the top to start a new referral.
- Tap the chat bubble at the top to open your messages.
- Tap the bell at the top to see your notifications.
- Tap your picture at the top right for Settings, Help & support, and Log out.
Good to know
- Your partners, referrals, and profile photo are the same on your phone and your computer, because they are saved to your account.
- Messages has its own icon at the top, so it is not in the bottom bar.
- Integrations is not in the bottom bar. Open Settings and tap Integrations.
- The search box only shows on larger screens. To find a referral, tap Referrals in the bottom bar.
- In Messages, you can slide a conversation to the left to show Delete.
- The Refervia logo at the top left takes you back to the website.
- Want a shortcut? Add Refervia to your Home Screen and it opens full screen, like an app. Here's how.
- Push notifications: new referrals and messages can pop up on your phone even when Refervia isn't open. Add Refervia to your Home Screen, open it from there and tap Allow. Turn on notifications on your phone shows every step for Safari and Chrome. You can switch them off in Settings under Notifications.
Trouble?
- I can't find Help & support: Tap your picture at the top right. It is in that menu.
- The tour does not talk on my phone: Tap Tap to listen in the tour box, and check that your phone is not on silent.
- Something looks out of date: Reload the page in your browser.
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