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Inviting Contacts of Clients

We’ve created a simple video tutorial on Inviting contacts of clients. If you’d prefer to see images and text, scroll down and enjoy!

Inviting your clients and vendors to join you on Yalla is one of the most important features of this platform. It enables your client to centrally communicate and collaborate on the projects that you’re working on for them. To invite a guest or client to your Yalla account:

  1. Click on the client
  2. Click on the “Contacts” tab near the top right-hand side of the screen.
  3. Click on the blue button that says Add Contact”
  4. Once the contact has been created, hit the white button that says, “invite as guest.”

Your contact should now get an invitation that will invite them to follow a link, set up their profile, and log into the system.

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Next Setting Up Clients
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