Inviting Contacts of Clients

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 logo on the left hand side of the screen for the client.
  3. Click on the “Contacts” tab on the left.
  4. In the New Contact form fields, fill out the information and hit create.
  5. Once the contact has been created, look for a blue button that says, “invite as guest.”

Your contact should not get an invitation that will invite them to follow a link, set up their profile, and log into the system.