Getting Started with Criya

Modified on Sun, 03 Mar 2024 at 11:38 AM

Introduction


Welcome to Criya! We are thrilled to introduce you to a plethora of features and capabilities designed to propel you towards success. Consider this your go-to guide for initiating and configuring your website effortlessly. Following this guide ensures that your website will be fully operational, coupled with a comprehensive grasp of the powerful features that Criya has to offer.


Here is a step by step guide for you to follow. You can scroll below for step by step instructions on setting up your Profile.



STEP BY STEP GUIDE



Setting up your website


Step 1- Picking a theme and creating a Landing Page

 

  • Go to the Landing Page under the Digital You section located on the top left corner of the page. Once you are on the landing page click on CHANGE THEME and select the theme for your website.


  • Once you have selected the theme you can begin to edit your website. Click on the EDIT button to make changes to your website. You will now be able to edit various sections of your landing page such as ABOUT ME, FEATURED LINKS & PRODUCTS, PROFESSIONAL EXPERIENCE etc.




Step 2- Adding Products


Now that your landing page is ready it’s time to add products. Under the DIGITAL YOU page go to the My Products section. This where you can add a variety of products such as Appointments, Digital Goods, Packages, Group Sessions, and etc. Each product category has its own unique settings and configuration requirements- to learn how to add specific products you can use the links below-




Step 3- Publishing Content


Content such as articles, blogs, newsletters, and videos are a great way for people to discover and get to know you better. You can easily add content to your Criya site by going to the Content page under the Digital You section. 


You also have the ability to limit who sees the content by classifying it as Members Only or Private Content.




Account Settings


Once you have set up the bulk of your site now it’s time to configure the settings. The Settings page located on the bottom left of your account is where you can manage various aspects of your account such as Integrations, Calendar Availability, Billing, and Finances



Step 4-  Managing Integrations


Under the Settings page go to the Integrations tab where you can connect your Google Calendar to sync all your appointments, connect all your existing Google Mail contacts, connect your Drive, and integrate with Zoom meetings if you prefer using it over Google Meets.



Step 5- Setting Calendar Availability


Once you have connected your Google Calendar under the Integrations tab make sure to edit your availability under the Calendar Availability tab. This will ensure that your clients are only able to book calls at your preferred times




Step 6- Billing


Visit the Billing tab which allows you to manage your subscription and keep track of its renewal cycle. 




Step 7- Finances


Go to the last tab in the Settings page which is Finances where you can connect your Bank account to the platform via Stripe or connect your PayPal account to start monetizing your services. 



Managing Everything 


Once you are done with configuring the settings it’s time to familiarize yourself with all the management tools built into the platform. 



Step 8- Tracking your customers


Visit the All Contacts tab under Audiences, this where you can see all the people that have interacted with your Criya site. If you click on individual contact you will also be able to see the contact’s email correspondence, purchase history, and a repository of files exchanged between you and them. 



Step 9-  Managing Events


As your clients begin to book calls with you all your engagements will be organized in the Events page. The page has been divided into two categories- One-on-One Sessions and Group Sessions




Step 10- Tracking Income


Visit the Income page where you can track your income and all the transactions that have taken place through your Criya Site. Clicking on a transaction will show further order details about the customer, item purchased, quantity, and etc. 




Step 11- Analytics


Browse through the Analytics page where you can find a variety of data such as site visitors, checkouts started, and orders completed. This data can help you make better decisions on your website copy, marketing efforts, and product positioning. 




Bonus



Step 12- AI Business Toolkit


This page consists of variety of AI powered tools that can help your write social media posts, content for your websites, and generate business documents such as contracts, and invoices



Step 13- Email Marketing


A core part of keeping your audience engaged is to periodically send them relevant news about your new offers. With the Email Marketing feature you can send mass email to your entire contact list with the ability to add customizations such as {{first name}}, {{last name}} and {{My name}} parameters so that each email is personalized.



Customer Support


Need Help?


Go to the Analytics page and scroll down where you will also find links to our Helpdesk and Slack Community. The Helpdesk contains more information about specific features and allows you to submit a support ticket if you run into any technical issue. The Slack Community is for all our members to share resources and network with like minded people. 

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