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OPTAVIA LEARN
Last Modified on 02/03/2023 11:27 am EST
New Coach Onboarding
Monthly Action Plan (MAP)
6 Habits of Transformational Leadership (HOT6)
Habits of Health Transformational System
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OPTAVIA CONNECT
CONNECT App
CONNECT: Basics
CONNECT: Client Reporting
CONNECT: Coach Reporting
OPTAVIA SHARE
OPTAVIA BUZZ
Business Support
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Self-Service
OPTAVIA Updates
Habits of Health® Transformational System
Compensation Plan
Health Care Professionals
Coach Support Team
Product Updates
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OPTAVIA LEARN
Habits of Transformational Leadership (HOT6)
OPTAVIA PAY
Policies & Procedures
OPTAVIA Policies
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Compass To Success
Events
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International Expansion
Reference Materials
Frequently Asked Questions
Lean & Green (Asia Pacific)
International Compensation Plan
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OPTAVIA CONNECT
CONNECT App
OPTAVIA CONNECT APP
CONNECT App: Clients to Contact Feature
CONNECT App: How to Use Global Search
CONNECT App: Same Day Last Month Progression
CONNECT: Basics
How do I log in to OPTAVIA CONNECT?
CONNECT: Manage My Site
CONNECT: My Account
CONNECT: Navigating the Home Page
CONNECT: Searching for Clients and Coaches
CONNECT: View My Profile
CONNECT: Rank Progress Banner
CONNECT: Your Snapshot
CONNECT: Team Activities
CONNECT: News
CONNECT: Client Reporting
CONNECT: Client Support Dashboard
CONNECT: Client Orders Report
CONNECT: Clients Report
CONNECT: Projected OPTAVIA Premier Report
CONNECT: Expiring Rewards Report
CONNECT: How to Pull a Reactivated Client Report
CONNECT: Coach Reporting
Engage
CONNECT: Engage Dashboard
CONNECT: Define Your Own Report
CONNECT: Your Performance Report
CONNECT: Volumes Report
CONNECT: Your Career Report
CONNECT: Recognition Report
CONNECT: Generation Volume Report
Your Team
CONNECT: CAB/QSB Report
CONNECT: Close to Consistency Report
CONNECT: Close to Rank Report
CONNECT: Convention Report
CONNECT: New OPTAVIA Coach Report
CONNECT: Promotion Report
CONNECT: Renewal Report
CONNECT: Team Rank Report
CONNECT: Tree View
CONNECT: Your Team (Summary Page)
Reporting
CONNECT: How do I search for a specific Coach within reports?
OPTAVIA SHARE
OPTAVIA SHARE: Video Tutorials
OPTAVIA SHARE: Basics
OPTAVIA SHARE: Profile and Social Accounts
OPTAVIA SHARE:eCards
OPTAVIA SHARE: Social Graphics
OPTAVIA SHARE: Newsletters
OPTAVIA SHARE: Flyers
OPTAVIA SHARE: Overview and FAQs
OPTAVIA SHARE: FAQs
OPTAVIA BUZZ
OPTAVIA BUZZ Overview
Business Support
Business Programs
Client Support Bonus+
Business Tools
Welcome
Marketing Materials
Updated U.S. & Spanish Marketing Materials
Updated U.S. Marketing Materials FAQs
Updated Dining Out Guide
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: FAQs
OPTAVIA App: Track Order Status
Program Support
Thyroid Medication
Spanish Business Tools
Spanish Business Kit Materials
La llamada de la Comunidad OPTAVIA en Español
Self-Service
Return Policy
OPTAVIA SMS Text Messaging Campaign
Self-Service Return
OPTAVIA Updates
Asian-Pacific Update
Pricing Adjustments
What is your shipping policy?
Habits of Health® Transformational System
Presentation Series – Your LifeBook: The Elements
Video Series - Your LifeBook: The Elements
Habits of Health Transformational System Resource Page
Compensation Plan
Integrated Compensation Plan Update
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
Products Updates 2023
Product Enhancements
Technology Updates
Coach Registration Process
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
OPTAVIA PAY
What is OPTAVIA PAY?
How do I access OPTAVIA Pay?
Setting Up OPTAVIA PAY and Completing Your W-9
1099 Federal Tax Form
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
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
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
Events
Incentive Trip 2024
Local Field Training
Share Your Field Training Events
International Expansion
Reference Materials
Introduction to the OPTAVIA Program (Asia Pacific)
Asia Pacific: Dining Out Guide (Singapore)
Asia Pacific: Dining Out Guide (Hong Kong)
Asia Pacific: Lean & Green Recipes
Asia Pacific: Lean & Green Overview
Frequently Asked Questions
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 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
OPTAVIA Path To Achievement Program
OPTAVIA Path to Achievement Program
Perks
Fully Integrated Business Coach Perks
Fully Integrated Business Leader Perks
Global Director & Above Perks
U.S. Coaches
Hong Kong Coaches
Singapore Coaches
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