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OPTAVIA CONNECT
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OPTAVIA CONNECT APP
How to Get Started
Log in
How do I log in to OPTAVIA CONNECT?
Understanding the Home Page
Navigating in OPTAVIA CONNECT
OPTAVIA CONNECT – Searching for Clients and Coaches
OPTAVIA CONNECT – View My Profile
OPTAVIA CONNECT – Manage My Site
OPTAVIA CONNECT – My Account
OPTAVIA CONNECT – Rank Progress Banner
OPTAVIA CONNECT – Your Snapshot
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OPTAVIA CONNECT – LEARN
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How to view tracking for a Client order
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Define Your Own Report
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Volumes Report
Your Career Report
Recognition Report
Generation Volume Report
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CAB/QSB Report
Close to Consistency Report
Close to Rank Report
Convention Report
New OPTAVIA Coach Report
Promotion Report
Renewal Report
Team Rank Report
Tree View
Your Team (Summary Page)
Reporting
How do I search for a specific Coach within reports?
OPTAVIA LEARN
OPTAVIA Knowledge Check
OPTAVIA Knowledge Check FAQs
Certification Exam
OPTAVIA CONNECT - How do I start the Certification Exam?
OPTAVIA LEARN Updates
OPTAVIA SHARE
OPTAVIA Share Video Tutorials
Basics of OPTAVIA SHARE
Profile and Social Accounts
eCards
Social Graphics
Newsletters
Flyers
OPTAVIA SHARE Overview
OPTAVIA SHARE FAQs
OPTAVIA BUZZ
OPTAVIA BUZZ Overview
Business Support
Self-Service
Self- Service Return
Updated
Return Policy
OPTAVIA SMS Text Messaging Campaign
Habits of Health Transformational System
Presentation Series – Your LifeBook: The Elements
Video Series - Your LifeBook: The Elements
Habits of Health Transformational System Resource Page
Habits of Health App FAQs
OPTAVIA Updates
What is your shipping policy?
Pricing Adjustments
Business Tools
Welcome
Marketing Materials
Updated U.S. Marketing Materials FAQs
OPTAVIA Support Webinars
Leadership Call Discontinuation FAQ
Health and Hope Night
Unplugged with Dr. A
Certification Exam
Certification Exam FAQs
How do I purchase the Certification Exam?
How do I start the Certification Exam?
How do I confirm that I am now Certified?
New Client
How to Customize a Kit Order
OPTAVIA Premier
Return Status (Client Order)
Wellness Credits
How do I purchase Wellness Credits?
OPTAVIA Apparel
How do I purchase OPTAVIA Apparel?
Who do I contact regarding OPTAVIAGear.com items?
OPTAVIA App
OPTAVIA App
Program Support
Thyroid Medication
Virtual Support Videos
Virtual Support video campaign
Compensation Plan
What is CAB (Client Acquisition Bonus)?
What is an Assist Bonus?
What is an OPTAVIA Lead?
Health Care Professionals
Coach Support Team
Holiday Hours
Coach Support Team Hours of Operation
Perks of Rank: Global Director & Above
Supporting Hearing and Vision impaired Coaches and Clients
Product Updates
Product Optimization
Product Enhancements 2021
Products Updates 2022
Updated
Medifast Classics - Product Optimization 2021
Program Claims
Clinical Study Findings & Weight Loss Claims
Disclaimers
20,000 Doctors Claim Update
Technology Updates
OPTAVIA Website Domain Change
OPTAVIA LEARN
Using Your MAP (Monthly Action Plan)
Habits of Transformational Leadership (HOT6)
What are the Habits of Transformational Leadership?
What are the Habits of Transformational Leadership?
What is the First Habit of Transformational Leadership?
What is the Second Habit of Transformational Leadership?
What is the Third Habit of Transformational Leadership?
What is the Fourth Habit of Transformational Leadership?
What is the Fifth Habit of Transformational Leadership?
What is the Sixth Habit of Transformational Leadership?
HOT6 - Digital Assets
English Assets
Spanish Assets
HOT6 - Print Assets
Habits of Health Transformational System
OPTAVIA Leadership
OPTAVIA PAY
What is OPTAVIA PAY?
How do I access OPTAVIA Pay?
Setting Up OPTAVIA PAY and Completing Your W-9
Multi-factor Authentication -OPTAVIA Pay login
How do I set-up Multi-factor Authentication?
How do I sign up with a Business Account in OPTAVIA PAY?
Choosing How to Receive Your Earnings
I need help with my OPTAVIA PAY account
Policies & Procedures
OPTAVIA Policies
What are the OPTAVIA Policies?
How do I qualify for OPTAVIA leads?
Am I still called a Health Coach?
Agents of Transformation Facebook Group Access
How to report Policy violations?
OPTAVIA Procedures
What are the OPTAVIA Procedures?
Client Transfer Request Form- Client Initiated
OPTAVIA Client Transfer Request Form -Coach Initiated
Medifast Recovery Request Form
How do I add a Co-Applicant to my account?
Bulk Transfer Request Form
How do I submit information about products being sold online?
Business Entity Form
Business Support Materials Request Form
Business Transfer /Sale Request Form
Advertising Request Form
OPTAVIA Field Training Materials Approval Form
How do I change the primary account holder on my OPTAVIA business to the secondary position?
OPTAVIA Sponsor Transfer
How to report Policy violations?
OPTAVIA Privacy
California Consumer Privacy Act (CCPA)
Compliance
How to Use Disclaimers Compliantly
Updated
Identifying Yourself as an Independent OPTAVIA Coach on Social Media
Sharing your Success with OPTAVIA on Social Media – Income Disclosure Guidance
Sharing your Transformational Story with OPTAVIA on Social Media – Weight Loss and Health Claim Guidance
Coach Interactions with the Media
Death of a Coach -Transferring or Cancelling a Coach Business
OPTAVIA Coach Business Distribution Upon Divorce
Compass To Success
Events
Local Field Training
Share Your Field Training Events
International Expansion
Reference Materials
Introduction to the OPTAVIA Program (Asia Pacific)
International Expansion - Video Presentation
International Expansion- PowerPoint Presentations
Asia Pacific: Dining Out Guide (Singapore)
Asia Pacific: Dining Out Guide (Hong Kong)
Asia Pacific: Lean & Green Recipes
Asia Pacific: Lean & Green Overview
International Expansion - October 2018
Frequently Asked Questions
International Expansion FAQ
OPTAVIA International Plan
International Expansion Plan- Monthly Zoom Webinar
Lean & Green (Asia Pacific)
Asia Pacific: Lean & Green Overview
Asia Pacific: Lean and Green Recipes
Asia Pacific: Dining Out Guide (Singapore)
Asia Pacific: Dining Out Guide (Hong Kong)
International Expansion Webinars
International Expansion - Recorded Webinars
International Expansion Webinar - August 2019
International Expansion Webinar - June 2019
International Expansion Webinar - May 2019
International Expansion Webinar - April 2019
International Expansion Webinar- March 2019
International Expansion Webinar - February 2019
International Expansion Webinar - January 2019
International Expansion Webinar - December 2018
International Expansion Webinar - November 2018
International Expansion Webinar - October 2018
International Expansion Webinar - September 2018
International Compensation Plan
International Compensation Plan Overview
Recognition
Team Global
Overview
Why has Team Global evolved?
What are the goals of the NEW Team Global?
The Evolution of OPTAVIA Leadership: Team Global
Team Essential
What is Team Essential?
How do I apply for Team Essential?
What are the requirements to join Team Essential?
What are the maintenance requirements for Team Essential?
Team Pursuit
What is Team Pursuit?
How do I apply for Team Pursuit?
What are the requirements to join Team Pursuit?
What are the maintenance requirements for Team Pursuit?
Leadership One
What is Leadership One?
What are the requirements to join Leadership One?
What are the maintenance requirements for Leadership One?
How do I apply for Leadership One?
Recognition FAQs
Updating name for recognition
Recognition Update: Highest Rank Achieved
Healthy Habits For All®
What is Healthy Habits For All?
Our Impact
Get Involved
Healthy Habits For All - FAQs
Healthy Habits for All Week
U.S. Coaches
Hong Kong Coaches
Singapore Coaches
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