Owner's course · Lesson 2 of 12

Setting up your app

The first two minutes: your role, your tiles, your Claude account, your connections, and the app on your phone.

Open app.opstudio.click and sign in. The first time, a short setup opens. After the welcome screen, it takes five to seven short steps. The number depends on your work. Each step is one screen. Tap Continue to go to the next step, or Back to go back one step. You can skip every step but one.

The welcome screen: Welcome to your studio, with four parts listed: your page, Claude, your accounts and the app, and a Start button. — Two minutes, four parts. Tap Start.

1. What you do

Pick the work closest to yours: Outreach, Content, Ghostwriting, or Something else. Your Studio tab starts from this choice. You can change it later in Settings.

The first setup step, What do you do?, with Outreach picked and Content, Ghostwriting and Something else below it, and a Continue button. — One tap. You can change it later.

2. Which tiles

Your studio ticks the tiles that suit your work. Tap a tile to add it or take it away. "Something else" ticks every tile. Take away the ones you do not use. Lesson 4 explains each tile.

The tiles step: Replies waiting, Calls, Live campaigns and Pipeline ticked for outreach, with more tiles below and a Continue with 4 tiles button. — Ticked for your work. Tap to change.

3. Your Claude account

Your studio runs on your own Claude account, with a Pro or Max plan. This is the one step you cannot skip. Tap Get my link, then Open Claude. Sign in and approve. Paste the code that Claude shows you, then tap Connect. The link works for about ten minutes. If it runs out, ask for a new one on the same screen.

The Claude step: three numbered steps, get your link, approve in Claude, paste the code, with a Get my link button. — Three small steps. If your Claude account is already connected, this screen does not appear.

Go to the chat under the button lets you leave this step for now. Your studio cannot work until Claude is connected, so the chat then shows a Connect Claude button that brings you back here.

4. Your connections

Google calendar, so your studio sees your calls and can book new ones for you. Lesson 11 explains Allow booking.
LinkedIn, so your studio can post for you once you approve.
Other posting accounts, if you post somewhere else: a LinkedIn page, Instagram or Facebook. Outreach and Something else get this row. A Content studio gets one more screen instead, Your posting accounts, with a button for a LinkedIn page, Instagram, Facebook and another LinkedIn profile.

The connections step: Google calendar, LinkedIn and Other posting accounts, each with a Connect button. — One tap each. Skip any you do not use.

The LinkedIn buttons ask your studio for a connection link, and the link comes back on the same screen. Anything you skip, you can connect later. Ask in the chat.

5. The app on your phone

Put the app on your home screen. It then opens full screen, like any other app, and it can tell you when something waits for you.

iPhone: open the app in Safari. Tap Share, then Add to Home Screen. Then open it from your home screen. Only Safari can do this on an iPhone.
Android and computers: tap Add to Home Screen on this step. The button shows only when your browser can install the app. Some browsers keep it in their own menu, under Install or Add to Home Screen.

The home screen step on an iPhone: tap Share, then tap Add to Home Screen, with a note that notifications work once the app is on the home screen. — On an iPhone, two taps in Safari.

Then turn on notifications. On an iPhone they work only once the app is on your home screen. You can change this later in Settings, under Tell me when something needs you.

6. A short tour

The last screen says you are set. Tap Open my studio and three tips point out the three tabs: Chat, Studio and Settings.

The Studio tab with the first tour tip over it: Chat, ask your studio for anything here, with Close and Next buttons. — Three tips, one per tab.

When it does not work

If the Claude step says your account has no Pro or Max plan, get a plan in Claude, or sign in with the Claude account that has one, and then get a new link. If the code does not work, get a new link and try again. If it fails again, ask the OpStudio team for help. For any other step, tap Skip, finish the setup, and ask in the chat. Your answers are kept, so you do not start again.

All twelve lessons