COACH ONLINE OFFICE TUTORIAL

July 2008

- i -

TABLE OF CONTENTS

NAVIGATION .......................................................................................................................................... 1

Main Menu........................................................................................................................................... 1

Main Menu Options............................................................................................................................. 2

Home Page Features ............................................................................................................................ 3

Logout Options .................................................................................................................................... 4

LANDING PAGES ................................................................................................................................... 5

Home Landing Page ............................................................................................................................ 5

Home – My Current Rank.......................................................................................................... 5

Home – My Status...................................................................................................................... 5

Home – My Sponsor .................................................................................................................. 5

Home – My Volume .................................................................................................................. 6

Home – My Alerts...................................................................................................................... 7

Home – My Appointments and Tasks........................................................................................ 9

Home – BREAKING COACH NEWS!................................................................................... 10

MARKETING......................................................................................................................................... 11

Marketing Menu ................................................................................................................................ 11

Marketing – Email Menu................................................................................................................... 11

Marketing – My Address Book Menu ............................................................................................... 12

Marketing – My eCards Menu........................................................................................................... 12

Marketing – Add a Contact Menu ..................................................................................................... 13

Marketing – My Website Menu......................................................................................................... 14

Marketing – My Lists Menu .............................................................................................................. 15

July 2008

- ii -

REPORTS & PLACEMENT................................................................................................................. 16

Reports & Placement – My Downline............................................................................................... 17

Reports & Placement – My Volume.................................................................................................. 18

Reports & Placement – My Graphs ................................................................................................... 18

Reports & Placement – My Customers ............................................................................................. 20

Reports & Placement – My Leads ................................................................................................... 221

Reports & Placement – My Orders.................................................................................................... 23

Reports & Placement – My Earnings ................................................................................................ 24

Reports & Placement – My Commissions......................................................................................... 25

Reports & Placement – Others .......................................................................................................... 26

Reports & Placement – My Saved Reports ....................................................................................... 27

CALENDAR............................................................................................................................................ 28

PROFILE................................................................................................................................................. 30

NEWS AND TRAINING........................................................................................................................ 32

News and Training Landing Page...................................................................................................... 32

News and Training Menu – What’s New .......................................................................................... 33

News and Training Menu – Recognition........................................................................................... 33

News and Training Menu – Success Training................................................................................... 34

News and Training Menu – Sales Tools............................................................................................ 34

News and Training Menu – Events and Promotions ......................................................................... 35

News and Training Menu – Momentum............................................................................................ 35

News and Training Menu – Top Coach............................................................................................. 36

Return to Team Beachbody Landing Page ............................................................................................... 37

July 2008

- 1 -

1

2

NAVIGATION Main Menu The Main Menu and banner (1) and the landing page links (2) remain constant on all pages.

July 2008

- 2 -

3

1 2

Main Menu Options

1. Highlight the Section button in the Main Menu to see options. 2. Scroll to Select the desired option. 3. Highlight the desired Option, and then click the Option to select. Selected option

page displays.

July 2008

- 3 -

1

3

4

2

5

6

7

8

mshome@mac.c

Home Page Features Your online office home page provides quick and easy access through tabs, buttons, and topic bullet links. These bullet links are preceded by a white arrow surrounded by a blue box.

1. Click the Personal Volume/Team Volume tabs on the Home page to toggle between the Personal Volume and Team Volume graphical views.

2. Click the My Sponsor email link to create and send an email from this page. 3. Click the Volume Details button to view the My Volume report page. 4. Click the desired Alert bullet to view the selected details.

5. Click the Event or Task link to open the Daily Calendar View. 6. Click the desired Breaking Coach News! bullet to view Coach information. 7. Click the Beachbody Network News (BNN) Play button to view the latest Team

Beachbody news. 8. Click the All Appointments button to open the Your Events page to view, select,

and/or delete an event. 9. Click the desired landing page link to navigate to a different page.

July 2008

- 4 -

1

2

Logout Options

1. Click the Logout button in the upper right-hand corner of the Team Beachbody banner.

2. Click the Logout link on the lower right-hand corner of the page.

July 2008

- 5 -

LANDING PAGES Home Landing Page The home landing page is set up to give you easy access to the information you need the most. The home landing page provides uncomplicated navigation through tabs, buttons, links, and topic bullets that are preceded by a white arrow surrounded by a blue box. Some topic bullets simply display information while others can be selected to display further details related to that specific topic.

Home – My Current Rank My Current Rank displays your most recent rank earned.

Home – My Status My Status displays your current status, i.e., Active or Inactive.

Home – My Sponsor The My Sponsor link displays your Sponsor’s email address and enables you to create an email from this page.

July 2008

- 6 -

1

2

Home – My Volume The most commonly asked Volume information displays on the Home page and is regularly updated. The Personal Volume, Team Volume Amount, Left Leg Amount, and Right Leg Amount topic bullets display the most current information.

1. Click the Volume Details button to open the My Volume Report page. 2. Click the Team Volume/Personal Volume tabs to toggle between the Personal

Volume and Team Volume graphical details for the current week plus the prior five (5) weeks.

July 2008

- 7 -

Home – My Alerts My Alerts bullets provide key information at a glance on the Home page as well as link you to that information for your immediate attention. These alerts contain details by categories, i.e., new Coaches, projected inactive Coaches, Coaches with a rank change, new customers, new personally sponsored Coaches, and new leads.

1. Click the You have X new Coaches in your organization bullet to view the New Coach Report that displays detailed information about your new Coaches in ascending order by level position.

2. Click the You have X Coaches projected to be inactive bullet to view the Below 50 PV Report, which displays the number of Coaches with less than 50 Personal Volume points as well as the Bonus PV, LTV, RTV, Rank, and Email address for each Coach.

3. Click the You have X Coaches whose rank changed bullet to view the Coach Rank Change Report that displays detailed information for Coaches who have moved up and/or down in rank.

4. Click the You have X new customers bullet to view the New Customers Report that displays the number of new customers from the previous seven (7) days. The report page displays detailed customer contact information as well as Customer Status, i.e., Club or General.

5. Click the You have X new personally Sponsored Coaches bullet to view the Personally Sponsored Report that displays detailed Coach information.

July 2008

- 8 -

6. Click the You have X new leads bullet to view the New Leads Report that displays requests for more information sent directly to Your Website without going through the corporate wheel or purchasing any product. Note that the last column identifies My Site as the source for the request.

July 2008

- 9 -

Home – My Appointments and Tasks

My Appointments and Tasks provide key information at a glance on the Home page.

1. Click the You have X event(s) today bullet to view the Daily Calendar View tab and to schedule tasks, meetings, and/or events.

2. Click the You have X tasks(s) today bullet to view the Daily Calendar View tab and to schedule tasks, meetings, and/or events.

3. Click the All Appointments button to open the Events tab to view, select, or delete an event.

July 2008

- 10 -

Home – BREAKING COACH NEWS! Breaking Coach News displays the latest items of interest under topic bullets that can be selected to display further details related to those specific topics.

1. Click the Coach News Topic bullet to view an item of interest. 2. Click the BNN Play button to play the Beachbody Network News for the day or to

tune in to a BNN Webcast.

July 2008

- 11 -

MARKETING Marketing Menu The Marketing menu is set up to give you easy access to the communication tools used the most to manage your organization. Menu options with gray arrows surrounded by a white box indicate that there are more selections under this option. 1. Click the Marketing button in the Main Menu to see options. 2. Scroll down to select an option and/or open a submenu to perform a task.

Marketing – Email Menu The Email menu helps you to easily manage electronic communication with your customers and Coaches. 1. Click the Marketing button in the Main Menu to see options. 2. Scroll down to Email. 3. Select Compose, Inbox, Folders, or Settings from the menu option drop-down list.

July 2008

- 12 -

Marketing – My Address Book Menu The My Address Book menu allows you to quickly find the people you want to email. 1. Click the Marketing button in the Main Menu to see options. 2. Scroll down to My Address Book. 3. Select Import Contacts, Search Contacts, Manage Lists, or Print Labels from the

menu option drop-down list.

Marketing – My eCards Menu The My eCards menu contains everything you need to quickly and easily create and manage your eCard correspondences. 1. Click the Marketing button in the Main Menu to see options. 2. Scroll down to My eCards. 3. Select Create an eCard, Manage My eCards, or Settings from the menu option

drop-down list.

July 2008

- 13 -

Marketing – Add a Contact Menu The Add a Contact menu selection is what you use when you want to have a range of information about a Coach, customer, or prospect at your fingertips. 1. Click the Marketing button in the Main Menu to see options. 2. Click the Add a Contact option, and then the Add Contact page displays. 3. Enter Contact fields, i.e., First and Last Name, Birthday, Priority, and Interest. 4. Click Save.

July 2008

- 14 -

Marketing – My Website Menu The My Website menu is set-up to give you easy access to the communication tools used the most to manage your organization. 1. Click the Marketing button in the Main Menu to see options. 2. Click the My Website option. 3. Click the Edit button or click the Choose button to edit copy or images in the Web

page sections circled below. 4. Click the Save button.

July 2008

- 15 -

Marketing – My Lists Menu The My Lists menu lets you manage a variety of contacts. 1. Click the Marketing button in the Main Menu to see options. 2. Click the My Lists option, and then the Manage Lists tab displays.

5. Enter New List details to create a new list, or click the Edit icon to edit an existing

list. 6. Click the Save button. 7. Click the Duplicate List, Send Bulk Email, or Send Bulk eCard buttons and/or

click any of the blue “Contact” tabs at the top of the page to perform other tasks.

July 2008

- 16 -

REPORTS & PLACEMENT The Reports & Placement menu allows you to quickly and easily create a variety of reports about your organization.

July 2008

- 17 -

Reports & Placement – My Downline Menu The My Downline bullet links provide the 5 most commonly requested reports. 1. Click Preferred Placement from the menu option drop-down list to manage the

preferred placement for a new Coach who signs up via your personal Web site. 2. Click Graphical Genealogy from the menu option drop-down list to view all

Coaches in your downline organization (up to 7 levels down).

3. Click Personally Sponsored from the menu option drop-down list to view only the Coaches in your downline organization who are sponsored by you.

4. Click Full Genealogy from the menu option drop-down list to view profile and order details for all Coaches in your downline organization.

5. Click Coach Search from the menu option drop-down list to view Coaches in your downline organization by specific search criteria such as location, join date, and rank.

July 2008

- 18 -

Reports & Placement – My Volume Menu The My Volume menu option gives you easy access to the most commonly requested Volume information that’s needed to manage your organization. 1. Click the Reports & Placement button in the Main Menu to see options. 2. Click the My Volume report on the menu option drop-down list. 3. Click the desired details by week and column link, i.e., Personal Volume, Left

Volume, or Right Volume.

Reports & Placement – My Volume Your essential Volume information displays at a glance on the Reports & Placement Landing page. The Personal Volume, Team Volume Amount, Left Leg Amount, and Right Leg Amount topic bullets display the most current volume statistics.

Reports & Placement – My Graphs Page The Personal Volume and Team Volume graphical charts display details for the current week plus the prior five (5) weeks.

July 2008

- 19 -

July 2008

- 20 -

Reports & Placement – My Customers Menu The My Customers menu option is set up to give you easy access to your customer account details, i.e., Customer ID Number, Join Date, Preferred Product, and/or Customer Status. 1. Click the Reports & Placement button in the Main Menu to see options. 2. Click My Customers on the menu option drop-down list. 3. Select the Customer Search or Advanced Customer Search link to narrow your

search from the menu option drop-down list. 4. Enter Report Search Criteria fields, i.e., the first three letters of the Last Name or

screen name. In Advanced Customer Search you can search customers by what products they’ve purchased, last order date, and fitness program preferences.

5. Click My Leads to create a report on such criteria as location, product/business opportunity interest, and contact date.

6. Click the Show Report button. The report page displays all customers matching the search criteria, with account details.

July 2008

- 21 -

Reports & Placement – My Customers

July 2008

- 22 -

Reports & Placement – My Leads Menu The My Leads menu option is set up to give you easy access to new customers who came directly to you. These are customers who request that more information be sent to them directly from your Website without going through the corporate wheel or purchasing any product. 1. Click the Reports & Placement button in the Main Menu to see options. 2. Click My Leads on the menu option drop-down list, and then the New Leads Report

displays. 3. Click the Show Report button on the report page to view the details.

July 2008

- 23 -

Reports & Placement – My Orders Menu The My Orders link provides the two (2) most commonly requested reports at the click of the bullet links that are preceded by a white arrow surrounded by a blue box. 1. Click the Reports & Placement button in the Main Menu to see options. 2. Click My Orders on the menu option drop-down list. 3. Select the Personal Orders or Customer Orders link to narrow your search on all

the orders you and your customers make. 4. Enter Report Search Criteria fields, i.e., the order date and number. 5. Click the Show Report button. The report page displays all orders matching the

search criteria.

July 2008

- 24 -

Reports & Placement – My Earnings Menu The My Earnings menu option is set up to give you easy access to the most commonly requested payment information, i.e., Period Start Date, Period End Date, Check Number, Payout Date, and Check Amount. 1. Click the Reports & Placement button in the Main Menu to see options. 2. Click the My Earnings report on the menu option drop-down list, and then the My

Earnings selection page displays. 3. Enter Payout Date or select Month, Day, and Year from the clickable calendar. 4. Select Report Format option, which defaults to Web Page, or select to from the

drop-down list. 5. Click the Show Report button. The report page displays all pay periods matching

the search criteria.

July 2008

- 25 -

Reports & Placement – My Commissions Menu The My Commissions menu option is set up to give you easy access to the most commonly requested commissions information that’s needed to manage your organization, i.e., Total Personal Volume, Left Volume, and Right Volume information. 1. Click the Reports & Placement button in the Main Menu to see options. 2. Click the My Commissions link on the menu option drop-down list, and then the

Commissions Report displays. 3. Click the Commissions column link to view the commissions subtotals for the

desired week.

July 2008

- 26 -

Reports & Placement – Others The Others bullet links provide the other three (3) most commonly requested reports as well as a link to return to the former back office reports at the click of the bullet links that are preceded by a white arrow surrounded by a blue box.

1. Click My Volume to view or print week-ending criteria of your Personal Volume and the total volume in each leg.

2. Click My Earnings to select a Monday payout date for check amount details. 3. Click My Commissions to view the weekly commissions report. 4. The Former Backend Reports link returns you to the previous online office.

July 2008

- 27 -

Reports & Placement – My Saved Reports Menu The Saved Reports menu option is set up to give you easy access to the customized reports you create to manage your organization. 1. Click the Reports & Placement button in the Main Menu to see options. 2. Click the My Saved Reports link in the menu option drop-down list, and then your

report(s) list displays and is ready to show, edit, and/or delete.

July 2008

- 28 -

CALENDAR The Calendar menu is set up to give you easy access to the most frequently requested scheduling, event, and task planning activities that are needed to manage your organization. Menu options with gray arrows surrounded by a white box indicate that there are more selections under this option. 1. Click the Calendar button in the Main Menu to see options. 2. Choose from the drop-down list to add, view, edit, or delete a daily, weekly, or

monthly appointment, event, or task.

July 2008

- 29 -

Calendar Landing Page The Calendar landing page gives you easy access to scheduled activities, tasks, etc.

1. Click the Add Task tab to schedule and manage your tasks and activities. 2. Click the Add Event tab to schedule and manage your events.

3. Click the Daily tab to schedule and manage your daily activities. 4. Click the Weekly tab to schedule and manage your weekly activities. 5. Click the Monthly tab to schedule and manage your monthly activities. 6. Click the Yearly tab to schedule and manage your annual activities. 7. Click the Events tab to view your appointments that you have scheduled. 8. Click the Tasks tab to view and manage your completed and uncompleted tasks. 9. Click the Settings tab to manage your calendar settings.

July 2008

- 30 -

PROFILE The Profile menu is set up to give you easy access to the most frequently requested profile and account information that’s needed to manage your organization.

Profile Menu 1. Click the Profile button in the Main Menu to see options. 2. Click My Profile Information or EFT Management link on the menu option drop-

down list to view your profile information or to view and/or edit your bonus account information. Using EFT saves you money and your bonus checks go into your account faster!

July 2008

- 31 -

Profile Landing Page The Profile landing page displays your account to the information at a glance.

July 2008

- 32 -

NEWS AND TRAINING The News and Training menu gives you easy access to the latest Coach news and tools that are needed to manage your organization. All items formerly found in Coach’s Corner are located in this menu.

News and Training Landing Page The News and Training landing page is set up to give you easy access to news and tools you can use immediately. All items formerly found in Coach’s Corner are located on the News and & Training landing page.

July 2008

- 33 -

1. Click What’s New to land on and view the News Updates page, where you will also find links to Coach Recognition, Showcase Pack details, and how to contact Beachbody.

2. Click the Success Training link to view information related to such items as Conference Calls, Quick Start Training, Product Training Sheets.

3. Click the Sales Tools link to view video tools. 4. Click the Events and Promotions link to view business building events. 5. Click the Momentum link to view the monthly Coach newsletter articles and the archive with

previous issues. 6. Click the Top Coach link to meet a top new Coach each month, view contest rules, or view

the archive from previous months.

News and Training Menu – What’s New 1. Click the News and Training button in the Main Menu to see options. 2. Click What’s New on the menu option drop-down list to view the News Updates

page.

News and Training Menu – Recognition 1. Click the News and Training button in the Main Menu to see options. 2. Click Recognition on the menu option drop-down list to view the Coach Recognition

and Success Link Club pages.

July 2008

- 34 -

News and Training Menu – Success Training 1. Click the News and Training button in the Main Menu to see options. 2. Click Success Training on the menu option drop-down list to view the interactive

Coach training pages containing information related to Conference Calls, Quick Start Training, and Product Training Sheets, etc.

News and Training Menu – Sales Tools 1. Click the News and Training button in the Main Menu to see options. 2. Click Sales Tools on the menu option drop-down list to view video tools.

July 2008

- 35 -

News and Training Menu – Events and Promotions 1. Click the News and Training button in the Main Menu to see options. 2. Click Events and Promotions on the menu option drop-down list to view business

building events.

News and Training Menu – Momentum 1. Click the News and Training button in the Main Menu to see options. 2. Click Momentum on the menu option drop-down list to view the monthly Coach

newsletter and the archive with previous issues.

July 2008

- 36 -

News and Training Menu – Top Coach The News and Training menu is set up to give you easy access to the latest Coach news and tools needed to manage your organization. 1. Click the News and Training button in the Main Menu to see options. 2. Click Top Coach on the menu option drop-down list for contest rules and to meet a

new Top Coach each month or view the archive from previous months.

July 2008

- 37 -

Return to Team Beachbody

The Return to Team Beachbody link takes you to your Team Beachbody Dashboard page.