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Customisation& Branch Management

Adapt the system to your business with organised branches, branded documents, and access and approval controls that fit your team.

Inside the module

Explorethis module’s capabilities

Keep shared standards consistent and configure what differs across branches and operations. Connect business policies to sales, purchasing and documents so every team works within clear controls.

Customisation & Branch ManagementIllustrative preview

A connected workflow

Dashboard

Examples: 1

Start with a financial overview, recent sales and quick actions for everyday work. Give each person their own dashboard layout, starting from presets for managers, front desk, practitioners, finance and operations. Available information and actions follow your permissions and active add-ons.

Explore this capability
Example data and a simplified interface. This preview illustrates the workflow; your workspace depends on enabled modules and configuration.

Dashboard

Start with a financial overview, recent sales and quick actions for everyday work. Give each person their own dashboard layout, starting from presets for managers, front desk, practitioners, finance and operations. Available information and actions follow your permissions and active add-ons.

Activity Logs

Review recorded activity by date, action, record type and team member. Open an entry to inspect its details when investigating a change or following up with your team.

Branches & Business Activities

Organise branches under business activities, maintain branch information and use partner lists to define which customers and suppliers each branch can access. Distribute operations while keeping administration connected.

Document Design & Numbering

Design invoices, quotations and delivery notes with your branding, and prepare reusable letters, statements and product labels. Configure document prefixes and number sequences to make records easier to identify and review.

Role-Based Access

Build reusable permission templates and assign them according to employee responsibilities. Control viewing, creation and editing through the permissions supported by each area.

Purchasing & Expense Controls

Configure purchasing approvals, matching tolerances and inventory costing policies, alongside expense approval and receipt requirements. Put business policies into the workflows your team follows.

Event-Based Notifications

Prepare message templates and notification rules for supported events, including appointment reminders and membership expiry. Connect email, SMS and WhatsApp through the available providers and settings. Automatic thank-you, rebook, win-back, review-request and birthday messages go out at the business’s local hour.

Your Own Address for Customers

Publish the booking page and client portal on your verified custom domain or workspace subdomain, and share them by link, WhatsApp or a downloadable QR code.

Custom Fields & Bilingual Tags

Add text, number, date or dropdown fields to clients, products, suppliers, invoices and credit notes, and label records with reusable Arabic–English tags.

How the work flows

A connectedpath from start to finish

An illustrative workflow; available steps depend on the transaction, settings and permissions.

  1. Complete business information, branches and activities, then configure time preferences and public links.

  2. Review sales, purchasing, accounting and tax settings, then configure document templates, numbering and payment methods.

  3. Assign access using suitable permission templates and configure notifications, backups and retention policies before rolling out settings.

Staying in control

Information tokeep you in control

Review storage usage and compliance indicators in their dedicated screens, and export or restore backups on demand. These help monitor workspace readiness; compliance indicators do not constitute official certification.

What do you need to get started?

Access requires permission for the relevant setting. Some cards are owner-only or require an active add-on, and backup and integration options vary by deployment mode. Review the impact of tax, numbering and retention changes before saving.

Features are subject to plan limits and user permissions. Add-ons require subscription access and activation; external services may require separate accounts and fees.

Questions

Questionsbefore you start

Apps for Windows and Mac

Your customers install nothing.Your team installs what it needs.

Put LynkOffice on the computers your team works at, one app for each job. They all sign in to the same account, so every sale, receipt and stock movement is recorded in one place.

Your computer

Free to downloadWindows 10 or 11, 64-bit

  • Desktop app

    For the office

    • Your whole account in its own window, away from browser tabs
    • Prints receipts straight to your printer, with no extra software
    • A built-in Point of Sale that keeps ringing up cash sales of products offline

    Needs the internet, except Point of Sale

    Setup & features
    Download for Windows

    Version 0.3.06 MB

  • POS app

    For the counter

    • A checkout screen made for the counter
    • Keeps ringing up cash sales of products offline, and sends them when the connection returns
    • Prints receipts and opens the cash drawer

    Needs the API & Integrations add-on

    Setup & features
    Download for Windows

    Version 0.1.04 MB

Not sure which one fits? Compare the apps

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