OPTAVIA CONNECT – Searching for Clients and Coaches

You can search for Clients and Coaches within your team from any page in CONNECT.

To access the search bar, click on the magnifying glass icon located in the top right corner of the navigation bar. You can search by first name, last name, or Coach or Client ID to quickly find someone in your organization.

  • Refine your search by clicking the filter icon and selecting your search preference. Search defaults to Coaches and Clients. 


  • Once the search results are displayed, click either View Info Card or View Full Profile to view contact information, rank progress, business statistics for the current month and more.



FAQs


How do I use the Search bar feature on mobile?

You can search by first name, last name, or Coach or Client ID to quickly find someone in your organization. Select the menu icon to display the search bar at the top of the menu. Next select filter in order to search by “Frontline Only,” “Coaches Only,” or “Coach & Clients”. 


Why is the Search bar feature taking so long to load?

If you have a large organization, you may experience longer waiting times when filtering by “Coach & Clients.” Try filtering your search results by “Frontline Only” or “Coaches Only” for faster search result times.


Do I need to run a report to find a Coach or Client?

You can directly search for information on anyone in your organization, Coach or Client, by typing their first name, last name, or Coach or Client ID into the search bar. To display information on multiple Clients or Coaches select desired report from the navigation bar.