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
- 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!
- 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.
