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Getting Started with your Vitris Portal


Login |Contacts | Calendar | Services | Communications | Media Library | Website Analytics | Website Submissions | Website Requests | Website Builder

Resource Center > Getting Started with your Vitris Portal

Contacts

The Contacts section in your Vitris portal allows you to view the information of any clients that have filled out forms on your website or scheduled appointments with you online. The Contact list is organized by most recent interaction. You can find useful information about each contact, like their email, phone number and interaction history, by clicking on the individual contact. You can also view what tags each contact has, and add tags to contacts as well.

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Topics Covered:

Navigating your contacts

Bookings

Calendar

Understanding how to navigate your calendar is important. From here, you'll be able to set staff hours and block off specific times, allowing you to completely customize your schedule on a monthly, weekly, or even daily basis. Vitris gives you the tools needed to allow appointment booking directly from your site, saving you and your customers time and helping avoid inconvenience. Your calendar will update immediately when appointments are booked, helping mitigate the headache and hassle of appointment management and making it easy for you to stay on top of your business' schedule and make adjustments when necessary.

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Topics Covered:

What is the calendar for?

How to block times on your calendar

How to set staff hours?

How to add appointment booking to your website

Services

Offering various services on your site helps keep your audience up to date on all of the awesome benefits and opportunities that come with employing your business. Vitris makes it easy for you to add and edit services as you build your business and expand your available offerings.

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Communications

Vitris communications is designed to take the burden of appointment management off of your teams’ shoulders through automation. Our email integration makes it easy to confirm booked appointments, helping ensure high conversion rates and profitability for your and your business. Best of all, our automated email system is completely customizable, allowing you to brand each and every email that goes out to your clients with your logo and brand colors.

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Media Library

Designing a website can be a daunting task, and you shouldn’t have to use multiple applications or drives to do it. At Vitris, we’ve designed a built-in customer delivery network, or CDN, that allows you and your team to easily access all of the assets showcased on your website directly from your Vitris portal. Instead of storing your photos, videos, and files onto a google drive, downloading them to the proper format on your desktop, and then re-uploading them onto your website, we’ve created a built-in media library that allows you to store all of your content right on your Vitris portal.

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Topics Covered:

How to Create a New Folder

How to Upload Content 

Best Practices and Regulations


My Website

Having a beautifully designed website is awesome, but it’s only the first step in ensuring your business’ online livelihood. At Vitris, we ensure that all of our websites are mobile responsive, so you can rest easy knowing that your website’s professional finish will carry over seamlessly when viewed on a cell phone. We also provide free secure sockets (SSL) integration with every Vitris site. Most importantly, the Vitris web builder is incredibly user friendly and intuitive. No longer will you be forced to choose from a list of pre-set templates. We’ve made adding content to your website simple and dynamic by breaking down each page into rows and blocks that can be customized to your needs.

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Website Analytics

Having a firm grasp on the traffic coming in an out of your website is crucial to understanding your business and increasing your overall online success. Vitris Website Analytics will allow you keen insight on exactly who your audience is and where they’re coming from, helping you identify key performance indicators, breakdown traffic, and optimize your overall conversion rate. 

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Topics Covered:

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Website Submissions

The Website Submissions section in your Vitris portal allows you to view the information of any clients that have filled out contact or custom forms on your website. This function is helpful if you need to quickly look up the contact information of people that have expressed interest in your services. Information like your prospects’ name, email, phone number, and date of contact will be readily available here, and you can search the list for the specific client you’re looking for to make finding their information easy and fast.

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Topics Covered:

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Website Requests

As your business grows, you’ll need to add more content and make updates to your website. Making revision requests can be incredibly difficult, as it’s often hard to illustrate exactly what you’re looking to add, change, or accomplish through design. At Vitris, we provide a proprietary website request feature, built directly into your online Vitris portal. Now, you can simply and easily talk to your designer and make your requests directly on your website pages.

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Topics Covered:

How to create a request

How to attach files to a request

How to add attached files to the media library 

Navigating between mobile and desktop view + seeing the notifications for each

How to know when a request is resolved

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