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There are two ways your General Referral login (email + password) gets created. Which one you experience depends on whether you set your password during checkout or sometime afterward. The only practical difference is a one-time email confirmation step.

During checkout

You set your password right after payment and get in immediately — no confirmation email needed.

Later / separately

You set up your login on its own, so we send a confirmation email you’ll need to click first.

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During checkout (instant access)

When you join through the signup flow and complete payment, you’ll land on a success page that prompts you to create your password.
1

Complete checkout

Finish payment on the join page.
2

Create your password

On the success page, a quick popup prompts you to set your account password (and asks an optional “How did you hear about us?” question).
3

You're in

Your account is confirmed automatically and you go straight to your dashboard — no confirmation email required.
Because your identity is already verified by your completed purchase, we confirm your email for you. You won’t need to check your inbox to start.

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Setting up your login separately (email confirmation)

If you didn’t set a password during checkout — for example, you’re an existing member setting up online access for the first time — you’ll create your login on its own. For security, this path includes a one-time email confirmation.
1

Enter your email and a password

Use the same email address that’s on your General Referral account.
2

Check your inbox

We send a confirmation email from General Referral. Open it and click the confirmation link.
3

Finish signing in

The link verifies your address and takes you to your dashboard.
You must click the confirmation link before you can sign in. If you skip this step, your login won’t be active yet.

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Were you invited to manage a team?

If a team leader added you as a team owner or manager, you’ll receive an invitation email with a link. Click it, set your password, and you’re in — there’s no separate confirmation email for invited team members. (See Your Team Dashboard for what comes next.)

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Frequently asked questions

Check your spam or promotions folder first. Make sure you used the same email address that’s on your General Referral account. Still nothing? Contact support and we’ll help.
If you set your password during checkout, we confirm your email automatically. The confirmation step only applies when you set up your login separately from a purchase.
No. You have one login. The same email and password gets you into your dashboard and, if you lead or help manage a team, the team portal.