Using Your Dashboard
Your dashboard is the home base for running your business on Oflync.
Opening the dashboard
- Log in to the Partner Portal
- You land on the Dashboard automatically
- Or click Dashboard in the sidebar anytime
What's on the dashboard
| Area | What you see |
|---|---|
| Welcome | Short intro to Oflync partner tools |
| Insights | Key numbers grouped by app — Invoices, Cashflow, Appointments, Membership, Customers & outlets |
| Product Launcher | All your Oflync tools in the sidebar |
Insights by app
Insights are grouped into one pane per app, so each number sits with the tool it comes from. Each pane has the app's name, a one-line summary and an Open link to the app. Panes always appear in the same order, with apps you use first.
| App pane | Cards | Needs product |
|---|---|---|
| Invoices | Outstanding, Billed this month, Issued (all time); off by default: Overdue, GST this month, Drafts | Cashflow & Invoices |
| Cashflow | Net this month (money in minus money out) | Cashflow & Invoices |
| Appointments | Today's bookings | Appointments |
| Membership | Active cards expiring in 5, 15 and 30 days | Membership |
| Customers & outlets | Customers in your registry, outlets on your account | Always available |
Most cards link straight to the matching list. For example, Follow up on Overdue opens only overdue invoices, and Contact members opens the cards expiring in that window.
- Filter by app — when you have more than one pane, use the chips above the panes (All apps, Invoices, Cashflow, …) to focus on one app.
- Apps not in your plan — the pane shows Not in your plan with hidden figures and a View plans link. These panes move after your active apps.
- Team permissions — a pane only appears for users who can open that app in Team & permissions. For example, users without Cashflow access don't see the Invoices or Cashflow panes.
Configure dashboard
Each partner user can choose which insight cards to show.
- On the Dashboard, click Configure dashboard
- Cards are listed under each app. Tick the ones you want and untick the rest. Cards marked off by default above only appear once you tick them.
- Click Save
Your choices are stored on the server as your user preference. Other team members keep their own layout.
Keep at least one insight card selected so the Insights section stays useful.
Product Launcher
The sidebar shows available products:
- Active products — click to open (Appointments, Cashflow, Invoices, Fund Treasury, etc.)
- Locked products — click to go to Subscription and activate
A typical day on the dashboard
Morning
- Open dashboard and check today's appointments (if you use Appointments)
- Glance at outlets or customer registry counts if those cards are visible
- Confirm staff coverage (Staff → Shifts) if needed
During the day
- Use Quick Bookings for walk-in customers
- Bill completed services with Invoices
- Log expenses in Cashflow when relevant
End of day
- Review the day's revenue in Cashflow
- Check tomorrow's appointment schedule
Quick Bookings
For walk-in customers who don't have an account:
- Click Quick Bookings from Appointments
- Select service and time
- Enter customer name and phone
- Confirm — done in under a minute
Navigation guide
| I want to… | Go to |
|---|---|
| See today's schedule | Appointments |
| Bill a customer | Invoices |
| Check money in/out | Cashflow |
| Opening/closing by outlet | Fund Treasury |
| Manage sales leads | Sales |
| Add an employee | Staff → Team directory |
| See who works when | Staff → Shifts |
| Manage my shop | Outlets |
| Change my plan | Subscription |
| Update business info | Settings |
| Hide or show insight cards | Dashboard → Configure dashboard |
Common questions
Why are some products locked?
Your subscription may have expired, or you haven't subscribed yet. Go to Subscription to activate.
Can I customise the dashboard?
Yes. Use Configure dashboard on the Insights section. Preferences are saved per user.
Where do I see notifications?
Check individual product pages for alerts and recent activity.