Client Support

Articles

Client Support Dashboard
The dashboard provides you with a snapshot of your projected Frontline Qualifying Volume month-to-date as well as a snapshot of Frontline Qualifying Volume from last month. Click on numbers within the report to see detailed reporting. Projected Fro...
Client Orders Report
The Client Orders report displays the total number of orders placed month-to-date. This report is defaulted to display Frontline orders, click Entire Org to view orders processed for your entire team month-to-date.  To access this report, ho...
Clients Report
The Clients Report displays Client ID number, first and last name, email address, entry date and account status. Hover your mouse over the Client Support  tab in the CONNECT navigation bar.  Next select Clients Report . *Click on the ...
Projected OPTAVIA Premier Report
The Projected OPTAVIA Premier Report displays real-time information on Clients within your organization that have upcoming OPTAVIA Premier orders in the current month. Details include available Rewards balance, Rewards expiration date, next Premie...
Expiring Rewards Report
The Expiring Rewards Report provides a list of Clients and Coaches within your organization that have Premier Rewards that are close to expiring. This is a great opportunity to follow up with Clients listed in this report and encourage them to pla...
How to view tracking for a Client order
Track your Clients order to stay updated on when their order will arrive. To track a Client order, hover your mouse over the Client Support  tab in the CONNECT navigation bar. Next select Clients Report . Click the Client ID number listed ...