OPTAVIA CONNECT – Searching for Clients and Coaches

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

The search bar is located in the top right corner of the navigation bar.

  • To locate a Client or Coach, enter their ID number or name into the search field and then click the magnifying glass icon to search. 
    • Refine your search by clicking the down arrow 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. 


How do I use the new Search bar feature on desktop?

It’s easy! Go to the top of the screen and choose if you want to search by the “Frontline Only,” “Coaches Only,” or “Coach & Clients” filters. You can search by first name, last name, or Coach or Client ID to quickly find someone in your organization.


How do I use the new Search bar feature on mobile?

The search bar functionality on mobile is currently being improved. You will be able to open the menu and locate the search bar at the top of the menu, and then search by the “Frontline Only,” “Coaches Only,” or “Coach & Clients” filters. You can search by first name, last name, or Coach or Client ID to quickly find someone in your organization.


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 anymore?

You can now 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.