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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.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!

Table of contents
  1. What is a Spec Sheet?
  2. The Power of Programa
  3. Flexible Design Features
  4. Ease of Use
  5. Cost Savings
  6. Increased Productivity
  7. Interior Design & Architecture Software For Professional Interior Designers & Architects
  8. Interior Design Software For Professional Interior Designers
    1. Information about how Programa uses Cookies
    2. What are cookies?
    3. How do we use cookies?
    4. Strictly Necessary Cookies
    5. Optional Cookies
    6. Options for managing cookies and interest-based ads
    7. Updates to this Policy
    8. How to contact us
    9. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    10. User-friendly Interface and Tools for Seamless Project Management
  9. Introduction to Programa
  10. Getting Started Dashboard
  11. Schedules
  12. Client Dashboard
  13. Web Clipper
  14. Pinboards
  15. Project Management
  16. Address Book
  17. Invoicing
  18. <strong>Small-Batch Ceramics With Lasting Impact</strong>
    1. &nbsp;
    2. Trends You Can’t Ignore in 2025
    3. Seamless Integration with Product Library
    4. Tailored PDF Exports
    5. Intuitive Schedule Navigation
    6. The Complexities of Residential Interior Design
    7. Client Connectivity: Crafting Relationships and Spaces
    8. Project Prowess: Managing the Symphony of Tasks
  19. Materials Mastery: Sourcing, Selection, and Inventory
    1. Pinboards: Your Creative Oasis
    2. Financial Finesse: The Art of Business Management
    3. Embark on Your Programa Journey Today
    4. Top practices for managing money
    5. The Issue
    6. The Result
    7. The Solution
    8. 13 June 2024
    9. 07 June 2024
    10. 06 June 2024
    11. 04 June 2024
    12. Latest Updates
    13. Streamlining Complexities and Enhancing Collaboration
    14. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    15. Communicating with Clients, Contractors, and Suppliers
    16. Sourcing Materials and Products
    17. Resolving Conflicts and Addressing Challenges
    18. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    19. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    20. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    21. Take Control of Your Studio Today
      1. Features
      2. Integrations & Sharing
      3. Upgrades
    22. What is an Interior Design Quotation?
    23. Key Components of an Interior Design Quotation
    24. Interior Design Quotation Format and Free Template
    25. How Do You Create an Interior Design Quotation Quickly & Easily?
    26. Beyond the Proposal: Invoicing with Programa
    27. Start Your Project Proposals with Programa
    28. 28 November 2024
    29. 27 November 2024
    30. 26 November 2024
    31. 20 November 2024
    32. 19 November 2024
    33. With Programa’s Purchase Orders, you can:
    34. Get Started Today
    35. Fixed Image Layouts
    36. Web Clipper Scraper
    37. Hyperlinked URLs
    38. Improved Notes Visibility in Presentation Mode
    39. Pinboards & Client Dashboard Integration
    40. 30 May 2024
    41. 27 May 2024
    42. 24 May 2024
    43. 23 May 2024
    44. 16 May 2024
      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. 11 April 2024
    1. Highlight
    2. Other fixes
    3. The Shortcomings of Conventional Tools for Interior Designers
    4. Breaking Away from Tradition with Programa
    5. From FF&E to beautiful client comms with Programa.
  21. Streamlining the A&D industry – it’s about time.
  22. Recognized for Excellence in Design Software.
  23. About March Twice Interiors
    1. Partnership
    2. It Makes Sense
    3. Key Benefits of the Programa and IDS Partnership
    4. About Programa
    5. About the Interior Design Society
      1. The End of Creative Interruption
      2. Where Inspiration Meets Intelligence
  24. 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. What’s New at Programa?
    8. Looking Ahead: Upcoming Features
    9. Pricing Update: Supporting Continuous Improvement
    10. Thank You for Being Part of the Programa Community
    11. Instant Sharing, Seamless Collaboration
    12. Customisation at its Best
    13. Data Encryption in Transit and at Rest
    14. Security Controls
    15. Multi-Factor Authentication (MFA)
    16. Monitoring and Breach Protocols
    17. Your IP is Yours, Forever
    18. Why Time Tracking is Essential for Interior Designers
    19. How to Use Programa for Effective Time Tracking
    20. Tips for Maximizing Your Time Tracking Efforts
    21. Seven Tips for Knowing Your Value as an Interior Designer
  25. <strong>1. Get clear on your offering.</strong>
  26. <strong>2. Know who you want to work with.</strong>
  27. <strong>3. Don’t compare yourself to others.</strong>
  28. <strong>4. Set clear boundaries.</strong>
  29. <strong>5. Learn to say no.</strong>
  30. <strong>6. Follow systems and processes.</strong>
  31. <strong>7. Get help.</strong>
    1. The impracticalities of using generic software
    2. Enter Programa.
    3. Remove unnecessary stress and double handling with Programa:
      1. 1. Definitions
      2. 2. Details of Processing
      3. 3. European Union and United Kingdom
      4. 4. US Users / Consumers
      5. 5. General
      6. Appendix 1: Details of Processing
      7. Why Leading Design Firms Choose Programa
      8. Time Tracking That Speaks Your Language
      9. Client Communication Reimagined
      10. Automation for the Creative Mind
      11. The Impact on Your Studio
      12. <a href="https://programa.design/features/best-interior-design-project-management-software" target="_blank">Beyond Project Management</a>
      13. Your Design Evolution Starts Here
    4. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    5. Pinboards: Visual Inspiration and Design Curation
    6. Canva Sharing: Collaborative and Seamless Presentation Integration
    7. Invoices: Simplified Financial Management and Transparency
    8. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
      3. How It Works
      4. Viewing Your Schedule
      5. Approving Products
      6. The Benefits of the Client Dashboard
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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.