Understanding the Home Page

Articles

Navigating in OPTAVIA CONNECT
The OPTAVIA CONNECT back office provides you with the tools needed to build and grow a successful OPTAVIA business. The back office features powerful reporting and support tools to manage both your team and your Clients.  OPTAVIA CONNECT makes...
OPTAVIA CONNECT – Searching for Clients and Coaches
You can search for Clients and Coaches within your team from any OPTAVIACONNECT.com page.  The search bar is located in the top right corner of the navigation bar. To locate a Client or Coach, enter their ID number or name into the search ...
OPTAVIA CONNECT – View My Profile
To access your profile, hover your mouse over your name and select Profile from the drop-down menu. The top of the page displays your personal OPTAVIA Coach contact information (Coach ID, email address,etc.) and is also where you can edit ...
OPTAVIA CONNECT – Manage My Site
This area allows you to customize your personal website and share your story. Add and edit your avatar, social media, about me and more!  To make changes to any of the displayed fields, simply click on the Edit button and make your changes. ...
OPTAVIA CONNECT – My Account
Easily connect to your Client account via OPTAVIA.com to manage your account used for your personal orders. Access your OPTAVIA Premier order, update your shipping address and more!  To connect to your OPTAVIA.SG account, simply click the My ...
OPTAVIA CONNECT – Performance Banner
The performance banner displays the path to your next qualified rank for the current month.  The right side of the banner will display your progress towards your next qualified rank.  Scroll your mouse over the displayed Coach or Client...
OPTAVIA CONNECT – Your Snapshot
Your Snapshot displays your key business metrics for the current month. This includes Frontline Volume, Group Volume, Senior Coach Teams and more! Click View Details  to view additional details on your business metrics over the last 6 months...
OPTAVIA CONNECT – Team Activities
Team Activities displays a rolling feed of activity within your organization.  This includes reporting on: Coaches that are close to rank Coaches that have reached a new highest rank achieved Coaches that have welcomed a new Client Coac...
OPTAVIA CONNECT - OPTAVIA LEARN
OPTAVIA LEARN in CONNECT gives you high-level areas of focus by rank and by competency with easy links to the full details available in Coach answers!  To access hover your mouse over the LEARN tab in the navigation bar, then select to lear...