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 | Configurable cards with key numbers for your business |
| Product Launcher | All your Oflync tools in the sidebar |
Insights cards
Insights can include (depending on your subscriptions and configuration):
| Card | What it shows | Needs product |
|---|---|---|
| Total Revenue | Lifetime booking revenue | Appointments |
| Appointments Today | Bookings scheduled for today | Appointments |
| Invoices | Billing Desk invoice count | Billing Desk |
| Net Cashflow | This month’s net cashflow | Cashflow |
| Customer registry | Customers in your registry | Always available |
| Outlets | Number of shops on your account | Always available |
| Inventory items | SKUs in your inventory catalog | Inventory |
| Warehouses | Warehouse stock locations | Inventory |
Cards for products you have not subscribed to appear blurred with a subscribe hint — or you can hide them entirely (see below).
Configure dashboard
Each partner user can choose which insight cards to show.
- On the Dashboard, click Configure dashboard
- Tick the cards you want; untick cards you do not need (for example hide Appointments Today)
- Click Save
Your choices are stored on the server as your user preference. Other team members keep their own layout. We will extend this preference model for more UI options later.
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, Billing Desk, Inventory, etc.)
- Locked products — click to go to Subscription and activate
- Free products — Fund Treasury and Oflync Connect are always available
A typical day on the dashboard
Morning
- Open dashboard and check today's appointments (if you use Appointments)
- Glance at outlets, inventory, 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 via Billing Desk
- Log expenses in Cashflow; receive or issue stock in Inventory 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 | Billing Desk |
| Check money in/out | Cashflow |
| Track stock / SKUs | Inventory |
| Add an employee | Staff → Team directory |
| See who works when | Staff → Shifts |
| Manage my shop | Outlets |
| Change my plan | Subscription |
| Update business info | Settings |
| Network with other SMEs | Connect |
| 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 (for example low-stock in Inventory) and recent activity.