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 managing your business simple so you can focus on what matters most…helping others to achieve Optimal Wellbeing!

At the top of the OPTAVIA CONNECT homepage, you can access My Account, Manage Your Site and OPTAVIA PAY


Navigation Bar


The navigation bar features the following tabs:

  • CLIENT SUPPORT
    The Client Support dashboard displays projected Frontline Qualifying Volume for the current and previous month. This report also provides order metrics on your average Premier order, On-demand order and more for the current and previous month.
  • ENGAGE
    The Engage dashboard features your current qualified and rank and month-to-date earnings, month-to-date order volumes and team rank information. Click on the link for each graph to view additional details.

  • SHARE
    OPTAVIA SHARE is a communication portal where you can send branded emails, eCards, social media content, newsletters, and more!

  • LEARN
    Features “Just in Time” training that provides you with tailored learning and resources for every step of your OPTAVIA Coach Journey. Whether you are a new to the OPTAVIA Community or an experienced Business leader, OPTAVIA LEARN has education to help you grow every step of the way!

  • NEWS (OPTAVIA BUZZ)
    Stay connected with OPTAVIA news which includes updates on products, business tools, events and more!

  • EVENTS
    Features details on upcoming OPTAVIA events! Each event provide information on requirements to attend, registration information and related incentives.

  • RESOURCES
    Features Earning Estimator tool and the OPTAVIA Document Library.

  • FAQ
    Connects you to OPTAVIA COACH ANSWERS where you can find answers to questions that may come up as you continue to support Clients and grow your OPTAVIA Team.

  • SHOP
    Connects you to the OPTAVIA.com homepage.

Reporting 

To view reporting, simply hover your mouse over the category displayed in the navigation bar then click on the desired report.

  • Expandable/collapsible categories will display when viewing via a mobile device.