OPTAVIA Procedures

Articles

What are the OPTAVIA Procedures?
OPTAVIA Procedures provide you with processes for different business needs or changes to your OPTAVIA business.  Click here to view current OPTAVIA Procedures.  ...
Client Transfer Request Form- Client Initiated
Please note that this form is intended for Clients who wish to transfer to a different OPTAVIA Coach. Access the   OPTAVIA Client Transfer Request- Client Initiated form . If you are a Coach wishing to transfer your frontline Client(s), pl...
OPTAVIA Client Transfer Request Form -Coach Initiated
Please note that this form is intended for OPTAVIA Coaches who wish to transfer one of their frontline Clients to a different Business Coach.  Access the   OPTAVIA Client Transfer Request -Coach Initiated Form . If you are a Coach w...
How do I add a Co-Applicant to my account?
If you are a NEW Coach as of 12/1/17, and you would like to add a Co-Applicant or add your Spouse to your Primary account, please follow the below process:
How do I submit information about products being sold online?
We appreciate impact that dealing with unauthorized online sellers of any of our products could have on your experience with OPTAVIA.  We continually work to shut down any and all unauthorized sellers.   If you have any information that w...
Business Entity Form
Please complete this Business Entity Addendum to supplement your independent OPTAVIA Coach Agreement if:  You are operating as a Business Entity OR  If there is more than one individual applying to become an additional party to the OPTA...
Business Support Materials Request Form
This form allows you to create and submit materials, along with a copy or mock-up, to promote your business (such as flyers, pamphlets or banners) for the Company to review. *Please note, OPTAVIA is under no obligation to approve your Coach-Created...
Business Transfer /Sale Request Form
You must complete this form and submit it to the Company as a prerequisite to selling or transferring your independent OPTAVIA Coach business to any other OPTAVIA Coach or a third party. View the   Business Transfer/Sale Request Form . ...
Advertising Request Form
This form allows you to create and submit advertisements, along with a copy or mock-up, to promote your business in the above-referenced manners for the Company to review. View the   Advertising Request Form . ...
OPTAVIA Field Training Materials Approval Form
This form allows you to submit your Field Training Materials, along with a copy or mock-up, for the Company to review. View the   OPTAVIA Field Training Materials Approval Form . ...
OPTAVIA Sponsor Transfer Request Form
OPTAVIA is a business built upon the creation of relationships with Clients and other OPTAVIA Coaches. Maintaining the integrity of sponsorship is critical for the success of every Coach and the Network; therefore, Coach Sponsor Transfers are strong...
How to report Policy violations?
When you enrolled as a Coach with OPTAVIA, under the terms of your independent OPTAVIA Coach Agreement, you agreed to follow the Company’s Official Policies and Procedures. These Policies and Procedures include provisions that help protect ou...
How do I change the primary account holder on my OPTAVIA business to the secondary position?
The Co-Applicant Positions Change Request form is intended for those OPTAVIA Coaches who wish to change the “primary” account holder on their OPTAVIA business to the “secondary” position. If you would like to submit a request...