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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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.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. What’s New?
  2. Why Change?
  3. Key Enhancements
  4. Simplify Your FF&E Selection Process
  5. Effortless Updates and Revisions
  6. Collaboration Made Easy
  7. Optimized Finishes Schedule Management
  8. The Future Of FF&E With Programa
  9. 2022
  10. 2023
  11. Purchase Orders
  12. Client Dashboard
  13. What’s next?
  14. The Issue
  15. The Solution
  16. The Result
  17. 31 July 2024
  18. 30 July 2024
  19. 29 July 2024
  20. 26 July 2024
  21. 23 July 2024
  22. 18 July 2024
  23. 14 May 2024
  24. 09 May 2024
  25. 03 May 2024
  26. 02 May 2024
  27. Our new release puts the Pro, in Programa.
  28. For Designers
  29. For Brands
  30. What’s Next?
  31. 28 November 2024
  32. 27 November 2024
  33. 26 November 2024
  34. 20 November 2024
  35. 19 November 2024
    1. The End of Creative Interruption
    2. Where Inspiration Meets Intelligence
  36. The Dawn of SmartSpec: Your Creative Companion
    1. Creativity Amplified
    2. Beyond Documentation: The Future of Design Workflow
    3. Your Practice, Transformed
    4. Join the Creative Revolution
    5. The Future is Here
    6. Experience the Transformation
    7. The Importance of Project Management in Interior Design
    8. Tips for Becoming a Better Interior Designer
    9. Real-World Examples of Successful Project Management in Interior Design
    10. 13 September 2024
    11. 11 September 2024
    12. 06 September 2024
    13. 05 September 2024
    14. 03 September 2024
    15. 02 September 2024
      1. Take Full Control of Client Access with Ease
      2. View and Manage Access
      3. Client Overview & Quick Access Controls
      4. File-Specific Filtering
      5. Benefits of the Update
    16. Introduction to Programa
    17. Getting Started Dashboard
    18. Schedules
    19. Web Clipper
    20. Pinboards
    21. Project Management
    22. Address Book
    23. Invoicing
      1. 1. Specification Management Command Center
      2. 2. Project Management Suite
      3. 3. Procurement & Financial Tools
      4. 4. Client Dashboard
      5. 5. Digital Design Libraries
      6. Why Programa Stands Out
      7. Fast-Track Your Setup
      8. The Future of FF&E Management
      9. Transform Your FF&E Management Today
      10. Why Leading Design Firms Choose Programa
      11. Time Tracking That Speaks Your Language
      12. Client Communication Reimagined
      13. Automation for the Creative Mind
      14. The Impact on Your Studio
      15. <a href="https://programa.design/features/best-interior-design-project-management-software" target="_blank">Beyond Project Management</a>
      16. Your Design Evolution Starts Here
      17. What is the ‘Hidden’ Status?
      18. Use Case: Building a Custom Product
      19. Simplifying Financials with Hidden Status
      20. Reusing and Grouping Components
      21. How It Works
      22. Viewing Your Schedule
      23. Approving Products
      24. 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.