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Introducing The Programa Client Dashboard

A stress-free way to keep your clients up to date.
Programa
Updated: 03 July 2024

Introducing Programa’s Client Dashboard, a centralised platform to streamline communication, increase efficiency and foster collaboration between A&D professionals and clients.

Designers can easily track feedback, manage timelines, and avoid costly mistakes due to miscommunication. Grant your clients the ability to access consolidated project information, live schedules and specifications, and more with a click. All with full control over the details shared with your clients.

View an introduction to the Client Dashboard from Head of Designer Product Zoe.

With Programa’s Client Dashboard, you can:

  • Provide clients with a centralised platform to track project progress and access schedules, designs, and other deliverables.
  • Control what clients can see, toggle on/off supplier, brands, pricing, and other details.
  • Easily share project information with shareable links.
  • Avoid costly mistakes, minimise project delays, and deliver successful projects on time and on budget.
  • Enhance the client experience with a user-friendly platform that fosters collaborative relationships between designers and clients.

Minimalise Misunderstandings, Maximalise Results

The Client Dashboard’s live working capabilities give designers complete control over their schedules. They can decide what their clients can and cannot see, and updates are reflected in real-time. This streamlines the design process and avoids the need for back-and-forth communication. Clients can access the Client Dashboard directly and keep track of project schedules, designs, and other deliverables, fostering a collaborative relationship between designers and clients.

Grant clients access to up-to-date specification details with their project’s Live Schedule. from anywhere with the Client Dashboard’s automated email links and easily collaborate with clients through shareable links, with updates reflected in real-time. Granular control over what details are shown to clients gives designers complete control over the process.

Shared Schedules and Integration with Client Dashboard

The Client Dashboard puts designers in control of what clients see, allowing them to toggle on/off supplier, brand, and pricing details. This ensures the project remains on track and on budget, and gives designers the ability to maintain a professional and organised workspace. Clients can easily access their project’s Live Schedule from anywhere through automated email links, and view designer-approved shared schedules, selected details, and shared files.

Collaboration between Designers and Clients

Share access to a project’s Live Schedule from any location by utilising the Client Dashboard’s automated email links, dramatically simplifying collaboration with clients and streamlining the design process. Both designers and clients can review and discuss projects in real-time, allowing for quick adjustments and updates to ensure the result meets everyone’s expectations.

Available now to Programa users as part of your Pro subscription. Log in or start free.

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Table of contents
  1. What’s New at Programa?
  2. Looking Ahead: Upcoming Features
  3. Pricing Update: Supporting Continuous Improvement
  4. Thank You for Being Part of the Programa Community
  5. How It Works
  6. Viewing Your Schedule
  7. Approving Products
  8. The Benefits of the Client Dashboard
  9. 30 September 2024
  10. 25 September 2024
  11. 20 September 2024
  12. 19 September 2024
  13. 17 September 2024
  14. Traditional Quality with Modern Efficiency
  15. Collaboration: Orchestrating a Seamless Symphony
  16. Precision is crucial: Mitigating Errors
  17. All-encompassing Project Management
  18. A Library at Your Fingertips
  19. Conclusion: The Renaissance of Design
  20. Task Management: Keeping Every Detail in Check
  21. Phases: Breaking Down Your Projects
  22. Combining Studio & Task Management for Optimal Workflow
  23. Getting Started: Setting Up Your Tasks & Phases
  24. Bringing it all together.
  25. Seamless Integration with Product Library
  26. Tailored PDF Exports
  27. Intuitive Schedule Navigation
  28. Recognising the Impact of Mood Boards in Design
  29. Elevate Your Mood Board Creation and Collaboration
  30. Leveraging Programa’s Pinboards Throughout the Project
  31. Programa and ASID empower interior designers with cutting-edge project management tools
  32. Enhancing the Design Process with Programa and ASID
  33. Exclusive Webinar for ASID Members
  34. Key Benefits of the Programa and ASID Partnership
    1. About Programa
    2. About the American Society of Interior Designers (ASID)
    3. Take advantage of the Programa and ASID Partnership now
    4. Studio WIP
    5. What else is new?
    6. What’s coming in February?
    7. 30 August 2024
    8. 27 August 2024
    9. 22 August 2024
    10. 21 August 2024
    11. 20 August 2024
    12. 19 August 2024
    13. 16 August 2024
    14. 15 August 2024
    15. Fixed Image Layouts
    16. Web Clipper Scraper
    17. Hyperlinked URLs
    18. Improved Notes Visibility in Presentation Mode
    19. Pinboards & Client Dashboard Integration
      1. Task Management
      2. Phases
      3. Dynamic Views
      4. Prepare your Studio
      5. Key Changes
      6. Detailed Steps for Current Studio WIP Users
      7. Future Releases
      8. Support
    20. The Issue
    21. The Solution
    22. The Result
    23. Partnership
    24. It Makes Sense
    25. Key Benefits of the Programa and IDS Partnership
    26. About the Interior Design Society
    27. 30 May 2024
    28. 27 May 2024
    29. 24 May 2024
    30. 23 May 2024
    31. 16 May 2024
    32. Board View:
    33. List View:
    34. Timeline View:
    35. Seamless Integration for Holistic Project Management
    36. Streamlining Complexities and Enhancing Collaboration
    37. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    38. Communicating with Clients, Contractors, and Suppliers
    39. Sourcing Materials and Products
    40. Resolving Conflicts and Addressing Challenges
    41. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    42. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    43. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    44. Take Control of Your Studio Today
    45. 13 September 2024
    46. 11 September 2024
    47. 06 September 2024
    48. 05 September 2024
    49. 03 September 2024
    50. 02 September 2024
    51. Data Encryption in Transit and at Rest
    52. Security Controls
    53. Multi-Factor Authentication (MFA)
    54. Monitoring and Breach Protocols
    55. Your IP is Yours, Forever
    56. 2022
    57. 2023
    58. Purchase Orders
    59. Client Dashboard
    60. What’s next?
    61. Challenges Faced by Designers in Procurement
    62. How designers can use Procurement Hub
    63. Built by and for designers
    64. Wish there was a way to grow sales and better connect with clients?
    65. Why Does This Matter To Me As A Brand / Supplier?
    66. What Does That Translate To?
  35. How Does the Trade Portal Work?
  36. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
    3. The Trade Portal Advantage
    4. The impracticalities of using generic software
    5. Enter Programa.
    6. Remove unnecessary stress and double handling with Programa:
    7. Special Offer for DYB Alumni
      1. Introduction to Programa
      2. Watch the Onboarding Webinar Recording
      3. Ready to Get Started?
      4. Explore Our Breakdown Videos
      5. Boost Your Profitability
      6. Save Time and Money, Manage Projects Efficiently
      7. Enhance Communication Across Your Studio
    8. 11 October 2024
    9. 10 October 2024
    10. 07 October 2024
    11. 03 October 2024
    12. 02 October 2024
    13. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    14. Pinboards: Visual Inspiration and Design Curation
    15. Canva Sharing: Collaborative and Seamless Presentation Integration
    16. Invoices: Simplified Financial Management and Transparency
    17. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
    18. With Programa’s Client Dashboard, you can:
    19. Minimalise Misunderstandings, Maximalise Results
    20. Shared Schedules and Integration with Client Dashboard
    21. Collaboration between Designers and Clients
  • Editorial
  • Interiors
Reading: Introducing The Programa Client Dashboard, A stress-free way to keep your clients up to date.
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Introducing Programa's Client Dashboard: Streamline Communication & Collaboration

Introducing Programa’s Client Dashboard, a centralized platform designed to streamline communication, increase efficiency, and foster collaboration between A&D professionals and clients. Say goodbye to miscommunication and costly mistakes with this stress-free way to keep your clients up to date.

With Programa’s Client Dashboard, designers can easily track feedback, manage timelines, and grant clients access to consolidated project information, live schedules, and specifications with just a click. All with full control over the details shared with clients.

Experience the Client Dashboard in action with an introduction from Head of Designer Product Zoe.

With Programa’s Client Dashboard, you can:

Provide clients with a centralized platform to track project progress and access schedules, designs, and other deliverables. Control what clients can see by toggling on/off supplier, brands, pricing, and other details. Easily share project information with shareable links, avoiding costly mistakes and minimizing project delays. Enhance the client experience with a user-friendly platform that fosters collaborative relationships between designers and clients.

Minimalize Misunderstandings, Maximize Results

The Client Dashboard’s live working capabilities give designers complete control over their schedules, minimizing misunderstandings and maximizing project efficiency. Clients can access project details in real-time, fostering collaboration and ensuring successful project delivery.

Shared Schedules and Integration with Client Dashboard

Designers have full control over what clients see, toggling on/off supplier, brand, and pricing details to keep projects on track and on budget. Clients can easily access project schedules from anywhere, streamlining collaboration and communication.

Collaboration between Designers and Clients

Share access to project schedules from any location with automated email links, simplifying collaboration and ensuring quick adjustments to meet expectations.

Experience the Programa Client Dashboard Today

Available now to Programa users as part of your Pro subscription. Log in or start free to revolutionize your design communication and collaboration process with Programa’s Client Dashboard.