Quick Start
Log in, seed test data, and explore OptiLearn in 5 minutes
This guide assumes you already have an OptiCRM account. If not, head to opticrm.app/signup first.
Step 1: Log in to OptiCRM
Go to your institution's OptiCRM URL (e.g. springdale.opticrm.app) and log in with your staff or admin credentials.
Step 2: Open OptiLearn
Navigate to learn.opticrm.app in the same browser. You should land on the OptiLearn dashboard already signed in — SSO is automatic.
If you're redirected to a login page, check that you're fully logged into OptiCRM first. The session cookie is shared on the .opticrm.app domain.
Step 3: Explore the Sidebar
Depending on your role, you'll see different navigation:
Staff / Instructor View
- Dashboard — Platform KPIs
- Courses — Create and manage courses
- Learning Paths — Bundle courses into structured journeys
- Live Sessions — Schedule Zoom/Meet classes
- Catalogue — Preview what students see
- Leaderboard — Student rankings
- Certificates — View issued certificates
- Compliance — Mandatory training dashboard
- Analytics — Charts and insights
- Settings — Configure LMS for your institution
Student / Parent View
- Dashboard — Continue learning
- Browse Courses — Catalogue
- My Courses — Enrolled courses with progress
- Learning Paths — Structured journeys
- Live Sessions — Upcoming live classes
- Certificates — Your earned certificates
- Leaderboard — Your ranking
Step 4: Seed Test Data (Optional)
To quickly explore with realistic data, seed your institution with sample courses:
Open your browser's DevTools console (F12) and run:
fetch("/api/dev/seed", { method: "POST" })
.then(r => r.json())
.then(console.log);
This creates:
- 4 categories (Science, Math, Programming, Arts)
- 5 badges
- A complete "Introduction to Physics" course with video, text, quiz, and assignment lessons
- 2 additional published courses
- A "STEM Foundations" learning path
- A sample certificate for your account
Step 5: Create Your First Real Course
Click Courses → New Course → fill in basic info → click Create & Build Curriculum.
See the Creating Courses guide for the full workflow.