U.S. COACH ANSWERS
Refine
Document Library
OPTAVIA CONNECT
CONNECT App
How to Get Started
Client Support
Engage
OPTAVIA LEARN
OPTAVIA SHARE
OPTAVIA BUZZ
Business Support
Business Programs
Self-Service
Habits of Health® Transformational System
OPTAVIA Updates
Business Tools
Compensation Plan
Health Care Professionals
Coach Support Team
Product Updates
Technology Updates
OPTAVIA LEARN
Habits of Transformational Leadership (HOT6)
OPTAVIA PAY
Policies & Procedures
OPTAVIA Policies
OPTAVIA Procedures
OPTAVIA Privacy
Compliance
Compass To Success
OPTAVIA Convention 2022
Events
Local Field Training
International Expansion
Reference Materials
Frequently Asked Questions
Lean & Green (Asia Pacific)
International Expansion Webinars
International Compensation Plan
Healthy Habits For All®
Recognition
Perks
Frequently Asked Questions
U.S. Coaches
Hong Kong Coaches
Singapore Coaches
Table of Contents
Table of Contents
Toggle navigation
Contact Us
Contact Us
Contact Us
Home
OPTAVIA CONNECT
CONNECT App
How to Get Started
Client Support
Engage
OPTAVIA LEARN
OPTAVIA SHARE
OPTAVIA BUZZ
Refine
Document Library
OPTAVIA CONNECT
CONNECT App
How to Get Started
Client Support
Engage
OPTAVIA LEARN
OPTAVIA SHARE
OPTAVIA BUZZ
Business Support
Business Programs
Self-Service
Habits of Health® Transformational System
OPTAVIA Updates
Business Tools
Compensation Plan
Health Care Professionals
Coach Support Team
Product Updates
Technology Updates
OPTAVIA LEARN
Habits of Transformational Leadership (HOT6)
OPTAVIA PAY
Policies & Procedures
OPTAVIA Policies
OPTAVIA Procedures
OPTAVIA Privacy
Compliance
Compass To Success
OPTAVIA Convention 2022
Events
Local Field Training
International Expansion
Reference Materials
Frequently Asked Questions
Lean & Green (Asia Pacific)
International Expansion Webinars
International Compensation Plan
Healthy Habits For All®
Recognition
Perks
Frequently Asked Questions
U.S. Coaches
Hong Kong Coaches
Singapore Coaches
Home
Glossary
Document Library
OPTAVIA CONNECT
CONNECT App
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
OPTAVIA CONNECT – Team Activities
OPTAVIA CONNECT – News
Client Support
Client Support Dashboard
Client Orders Report
Clients Report
Projected OPTAVIA Premier Report
Expiring Rewards Report
How to Pull a Reactivated Client Report
Engage
Engage
Engage Dashboard
Define Your Own Report
Your Performance Report (CONNECT)
Volumes Report
Your Career Report
Recognition Report
Generation Volume Report
Your Team
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
Certification Exam
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
Business Programs
Accelerator For All
OPTAVIA Coach Accelerator Bonuses
Self-Service
Return Policy
OPTAVIA SMS Text Messaging Campaign
Self-Service Return
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 - FAQ
OPTAVIA Updates
Certification Bonus Update
What is your shipping policy?
Business Tools
Welcome
Marketing Materials
Updated U.S. Marketing Materials FAQs
OPTAVIA Support Webinars
Unplugged with Dr. A
Leadership Call Discontinuation FAQ
Certification Exam
Certification Exam FAQs
How do I start the Certification Exam?
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
Track Order Status
Program Support
Thyroid Medication
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
Supporting Hearing and Vision impaired Coaches and Clients
Product Updates
Product Optimization
NEW Golden Butterscotch Blondie
New
Products Updates 2022
Health Professional Marketing Pack
Product Enhancements
Technology Updates
Coach Registration Process
Updated Checkout Experience
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?
Unplugged with Dr. A
HOT6 - Digital Assets
English Assets
Spanish Assets
HOT6 - Print Assets
Habits of Health® Transformational System
Habits of Health® App - FAQ
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
OPTAVIA Field Training Materials Approval Form
How do I change the primary account holder on my OPTAVIA business to the secondary position?
OPTAVIA Privacy
California Consumer Privacy Act (CCPA)
Compliance
Using the Company’s Trademarks Compliantly
New
Sharing your Transformational Story with OPTAVIA on Social Media – Weight Loss, Maintenance and Health Claim Guidance
Sharing your Success with OPTAVIA on Social Media – Income Disclosure Guidance
How to Use Disclaimers Compliantly
Identifying Yourself as an Independent OPTAVIA Coach on Social Media
How to Compliantly talk about your Coach Certification
Clinical Study Findings & Weight Loss Claims
Compliant Transformation Stories Resource
20,000 Doctors Claim Update
Sharing OPTAVIA's Plans Compliantly
Building Your Business with Integrity
Coach Interactions with the Media
Death of a Coach -Transferring or Cancelling a Coach Business
Advertising Request Form
OPTAVIA Coach Business Distribution Upon Divorce
2018 Updated Weight Loss Disclaimers
OPTAVIA Sponsor Transfer
How to report Policy violations?
Compass To Success
OPTAVIA Convention 2022
Convention 2022: Global & Presidential Director Incentive
Convention 2022: Fully Integrated Business Leader Suite Incentive
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
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
Healthy Habits For All®
What is Healthy Habits For All?
Our Impact
Get Involved
Healthy Habits For All - FAQs
Healthy Habits for All Week
Recognition
Perks
Fully Integrated Business Leader Perks
Global Director & Above Perks
Frequently Asked Questions
Updating Name for Recognition
Recognition Update: Highest Rank Achieved
U.S. Coaches
Hong Kong Coaches
Singapore Coaches
Full PDF Download