Welcome to Opaline! ✨ We're excited that you're here.
Your Opaline assessment turns website visitors and existing patients into qualified, trackable leads — each one scored, matched to treatments, and ready for follow-up.
This guide walks you through everything in order: set up your platform first, then launch. Most practices start with the Beauty Match Assessment and activate additional assessments once they’re running smoothly.
Set up your platform
👩💻 Get into your account (~2-5 min)
Log in to Opaline — Sign in and get your team oriented
Manage general settings — Set your practice details
Manage branding settings — Match the assessment to your brand
Invite a team member — Give your front desk and providers access
⚙️ Configure your assessment (~10-30 min)
Manage treatments — Activate every service you offer so patient results reflect your actual menu
Share a quiz link — Find your assessment links for website, social, and print
Place your assessment on your website — Add your link where patients will see it
✨ Learn your leads workflow (~5-15 min read only)
Understand your Leads Dashboard — What each column tells you about a patient
How lead score works — Which leads to call first, and how fast
Use lead status — Track where each lead sits in your follow-up
Use Nori AI to follow up with leads — Let Nori draft your outreach
🚀 Launch your assessment
Three channels, all running the same week.
Launch with a text reactivation campaign — Text your existing patient list on launch morning
Run a two-day Instagram launch campaign — Guess the skin age, then reveal
Promote your assessment in person and in print — QR codes in your practice and at local partner businesses
We've made getting started easy. Find our Opaline graphics templates and clone to your Canva account so you can personalize to your practice and branding.
Your Go-Live Checklist
☐ Assessment link added to your website
☐ All treatments activated in your admin
☐ Lead management reviewed with your team
☐ Reactivation Text 1 scheduled
☐ Reactivation Text 2 scheduled
☐ QR cards placed at check-in and in treatment rooms
☐ Postcard drop locations identified (3–5)
☐ Day 1 Instagram video filmed
☐ Day 2 Instagram reveal post ready