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Understanding Your Client Dashboard

How It Works and the Benefits
Programa
Programa
Updated: 15 October 2024

Welcome to your Client Dashboard—a centralized hub designed to make collaboration with your designer seamless, organized, and stress-free. The dashboard provides you with easy access to all the important details of your project, without the need for back-and-forth emails or constantly updated PDFs. Here’s how it works and the key benefits for you as a client.

Client Dashboard: Walkthrough

How It Works

Once your designer sets up the Client Dashboard, you’ll receive an email with a link to access your dashboard and all shared links. Bookmark this link for easy future access. If you ever lose the link, no worries—your designer can resend it anytime.

 

On your Project Dashboard, you’ll find three key sections:

  • Schedules: This contains all live, up-to-date product specifications for your project. You’ll always have the latest information at your fingertips.
  • Pinboards: These offer visual snapshots of the project, featuring mood boards, swatches, renders, and progress updates.
  • Shared Files: Download important documents like Canva documents, warranties, manuals, or plans uploaded by your designer.

 

To view any of these items, simply click the file name, and it will open in a new tab. The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.

View Shared Schedule

Viewing Your Schedule

When you click into your Schedule, you’ll have access to three main views:

  • Summary View: This gives you the top-line product specifications at a glance.
  • Detailed View: Here, you can dive deeper into extra images, notes, and attachments like warranties or installation guides.
  • Financial View: If enabled by your designer, this section will show pricing information, including unit costs and total amounts.

You can also switch to Presentation Mode by clicking the four-square icon, allowing you to view the schedule in a more visual, gallery-like format.

View Shared Pinboard

Approving Products

Your designer may request that you review and approve certain products directly through the dashboard. This is a simple and streamlined process:

  1. You’ll see a ‘Feedback Required’ notification on your schedule.
  2. Head to the Approval & Feedback tab to review the products awaiting your approval.
  3. You can either approve or reject each product individually or choose Approve All for bulk actions.

If rejecting a product, leave a comment explaining your feedback so your designer can make any necessary changes.

Once you’ve completed your reviews, you’ll see a summary of approved and rejected products, with status updates reflected directly on your schedule.

Shared Schedule Available via Mobile

The Benefits of the Client Dashboard

 

  1. Everything in One Place: The Client Dashboard consolidates all essential project information, so you’re not chasing down emails or dealing with scattered PDFs.
  2. Live Updates: All information is real-time, so you’re always viewing the most current version of your project’s specs and updates.
  3. Easy Approvals: The built-in approval system allows you to quickly review, approve, or reject items, making collaboration faster and more efficient.
  4. Visual Progress: Pinboards keep you up to date with design progress, showing you the latest visuals, swatches, and mood boards.
  5. Seamless Communication: With everything centralized, communication between you and your designer becomes easier and more organized.

By using the Client Dashboard, you’ll have a clearer, more organized view of your project, ensuring smooth communication and up-to-date information at every step of the process. Enjoy watching your project come to life!

EditorialInteriors
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Table of contents
  1. How Tyler Aspen Edmonds Did It
  2. The Programa Advantage
  3. The Trade Portal Advantage
  4. With Programa’s Purchase Orders, you can:
  5. What is a Spec Sheet?
  6. The Power of Programa
  7. Flexible Design Features
  8. Ease of Use
  9. Cost Savings
  10. Increased Productivity
  11. The Issue
  12. The Result
  13. The Solution
  14. Latest Updates
  15. The Trade Portal places your brand front and center before A&D professionals
  16. Your name in lights alongside some of the biggest in the industry
  17. Your dream clientele, actively procuring
  18. Working directly with Architects and Interior Designers
  19. Programa’s Trade Portal and high quality leads
  20. Introduction to Programa
  21. Getting Started Dashboard
  22. Schedules
  23. Client Dashboard
  24. Web Clipper
  25. Pinboards
  26. Project Management
  27. Address Book
  28. Invoicing
  29. 2022
  30. 2023
  31. Purchase Orders
  32. What’s next?
  33. 26 June 2024
  34. 19 June 2024
  35. 18 June 2024
  36. 17 June 2024
  37. Fixed Image Layouts
  38. Web Clipper Scraper
  39. Hyperlinked URLs
  40. Improved Notes Visibility in Presentation Mode
  41. Pinboards & Client Dashboard Integration
  42. 30 August 2024
  43. 27 August 2024
  44. 22 August 2024
  45. 21 August 2024
  46. 20 August 2024
  47. 19 August 2024
  48. 16 August 2024
  49. 15 August 2024
  50. The impracticalities of using generic software
  51. Enter Programa.
  52. Remove unnecessary stress and double handling with Programa:
  53. 09 April 2024
  54. 28 March 2024
  55. 22 March 2024
  56. Schedules: Organized and Up-to-Date Project Tracking
    1. Benefits:
  57. Pinboards: Visual Inspiration and Design Curation
  58. Canva Sharing: Collaborative and Seamless Presentation Integration
  59. Invoices: Simplified Financial Management and Transparency
  60. Client Dashboard Controls: Complete Access Management at Your Fingertips
    1. How the Client Dashboard Transforms Your Workflow
    2. Benefits of the Update
  61. Register to join our highly requested webinar On February 27th
  62. What To Expect In The Session
    1. Why Your Studio Will Benefit?
    2. Reserve Your Spot
    3. How It Works
    4. Viewing Your Schedule
    5. Approving Products
    6. The Benefits of the Client Dashboard
  • Editorial
  • Interiors
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The Client Dashboard is an essential tool for interior design clients, offering a centralized platform to view live project updates, approve products, and download important files like warranties and manuals. Instead of managing multiple emails and PDFs, you can access everything in one place. The dashboard provides detailed views of schedules, financials, and design progress, ensuring you’re always informed. With features like product approvals and shared Pinboards, the Client Dashboard enhances collaboration between you and your designer, keeping the project on track and organized. Ideal for clients looking for efficiency and clarity in managing their interior design projects.