Frequently Asked Questions

Quick answers to the most common Oflync questions.

Getting started

How long does sign-up take?
About 5 minutes for the form. Full setup (outlet, services, subscription) takes 15–20 minutes.

Is my account approved before I can use it?
No. Your account is ready immediately after sign-up.

Can I try Oflync before paying?
Yes. Explore the portal for free. Paid products unlock when you subscribe or use a voucher. Outlet management, customer registry, and settings stay available without a plan.

Subscriptions & payments

What's the difference between Starter and Standard?
Starter is 3 months. Standard is 6 months with a better monthly rate. Both include all products. See current prices on the Pricing page.

Can I pay monthly?
Plans are prepaid for 3 or 6 months. There is no monthly auto-debit.

I have a voucher code — where do I enter it?
Subscription → Browse catalog → "Have a coupon code?" → enter code → Redeem. See Redeem a voucher.

Are voucher activations refundable?
No. Voucher subscriptions are final.

Can I get a refund on a paid subscription?
Yes, within 30 days of payment. See Refunds.

Products

Which products are included?
All platform plans include Appointments, Cashflow (with Invoices), Staff, Membership, Sales, Financial Threads, Recruitments, and Fund Treasury.

What happens when my plan expires?
Products lock. Your data is kept. Renew to access again.

Do I need Cashflow?
Yes for invoices — Invoices comes with Cashflow.

Is Fund Treasury included in the plan?
Yes. Fund Treasury is a paid product in the Starter and Standard bundles — the same as Appointments and Cashflow.

Can I customise which numbers appear on the dashboard?
Yes. Insights are grouped by app (Invoices, Cashflow, Appointments, Membership, Customers & outlets). Open Configure dashboard to choose the cards for each app, including opt-in ones such as Overdue invoices and GST this month. Preferences are saved per user, and each person only sees apps they have access to. See Using your dashboard.

How do I manage sales deals and quotes?
Subscribe to Sales (included in platform plans). Create opportunities, track deals across stages, generate PDF quotes, and convert won deals into billing. See Sales CRM.

Daily use

How do I know if a customer who booked is already in my registry?
Quick bookings show In registry or Add to registry under each customer. Click Add to registry to add them with the booking details filled in. See Add booking customers to your registry.

Can I manage multiple shop locations?
Yes. Add outlets under Outlets in the Partner Portal.

Can customers book online?
Yes, once your outlet, hours, and services are set up. They use Book appointment on your public outlet page — no customer login or sign-up.

How do I show Maps and ratings on Explore?
On create or edit outlet, add Maps location link (Google Maps or similar) and Rating link (Google, Trustpilot, or any reviews page). Customers see View on Map and Reviews. See Outlets & services.

Can I open booking from my own website?
Yes. Open Outlets → ⋮ → Quick booking URL — source defaults to https://oflync.com. Change it to your page when embedding, then copy. Format:
https://oflync.com/outlets/{slug}?book=1&source={your-page-url}
See Appointments → Embedding quick booking.

How do I bill a walk-in customer?
Open Invoices → New invoice, add the items, and issue it. Use Quick Bookings if they also need an appointment slot.

Can another app update my cashflow (for example Whatzneu)?
Yes. Create an API key under API connectors, bound to one outlet. See API connectors.

Can my staff log in?
Invite team members via Settings → Team. See Roles & permissions.

Troubleshooting

Products show as locked but I paid.
Refresh the page. Check Subscription → My subscriptions. Contact support if still locked after 10 minutes.

Payment succeeded but no receipt.
Check spam. Your payment is also in Subscription → Transaction history.

I can't log in.
Partner Portal: use Forgot password on the partner login page.
Customers: there is no customer login right now — book as a guest from the outlet page. See How customers book.

Who do I contact for help?
Use Settings → Contact support in the Partner Portal, or reach out to your Oflync account manager.

Still need help?

• Browse the left menu for step-by-step guides on specific topics
• Partners: submit a request from Settings in the Partner Portal