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 Treatment Match Assessment and activate additional assessments once they’re running smoothly.
Set up your platform
👩💻 Configure your Admin Dashboard (~2-5 min)
Log in to Opaline — Sign in and get your team oriented
Customize your treatments — Select the treatments that will appear on quiz results
Manage branding settings — Add a logo, brand colors, and links to your quiz
Add a location — Set your practice locations for improved segmentation
Invite a team member — Give your front desk and providers access
💻 Place your quiz on your website & socials (~10-30 min)
Place your assessment on your website — Add your quiz link where leads will see it
Add your assessment to your Instagram bio — Give your social audience a place to easily find your quiz
✨ 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.
Interested in training? Register for our weekly training webinars hosted on Wednesdays at 1 pm EST. Click here to register.
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