Your All-in-One Client Dashboard

Managing Projects with Ease
Programa
Programa
Updated: 15 November 2024

Programa’s Client Dashboard is designed to centralize everything you and your clients need, all in one accessible space. It’s a powerful tool that simplifies project communication, streamlines approvals, and enhances transparency. Here’s a detailed look at what you can supply, use, and share through the Client Dashboard and how each feature is designed to benefit your workflow.

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Schedules: Organized and Up-to-Date Project Tracking

With Schedules, you can share detailed, itemized project plans directly on the Client Dashboard. Break down your project into categories like Lighting, Furniture, Tile & Flooring, and more. Each schedule entry can include images, specifications, and supplier details, making it easy for clients to review and approve items.

Benefits:

  • Clear Communication: Clients have real-time access to the latest project updates.
  • Reduced Back-and-Forth: With everything in one place, clients can approve or comment on items directly.
  • Enhanced Visualization: Images and details help clients understand and visualize each element.

Pinboards: Visual Inspiration and Design Curation

Pinboards allow you to share mood boards and design inspiration, letting clients see the creative direction of the project. Easily curate visuals, materials, and textures to give clients a complete design overview.

 

Benefits:

  • Streamlined Approval Process: Clients can view, comment, and provide feedback without needing separate links or files.
  • Creative Alignment: Ensure clients are aligned with the vision before moving forward.
  • Centralized Visuals: Everything from material swatches to layout ideas is in one accessible place.
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Canva Sharing: Collaborative and Seamless Presentation Integration

The integration with Canva allows you to seamlessly add design presentations to the Client Dashboard. Whether it’s concept presentations or design developments, clients can view the full presentation within the dashboard.

 

Benefits:

  • Consistent Branding: Presentations appear in the dashboard with your branding intact.
  • Direct Access: No need to send separate links or files; clients can access presentations alongside other project documents.
  • Efficient Collaboration: Clients can easily reference the presentation during discussions, ensuring clarity and consistency.

Invoices: Simplified Financial Management and Transparency

The Shared Invoices feature enables you to centralize all project-related invoices, giving clients a straightforward way to view, download, and pay directly from the dashboard. No more scattered emails—everything they need is right there.

 

Benefits:

  • Clear Financial Overview: Clients can view all invoices related to the project, improving transparency.
  • Payment Convenience: Clients can pay invoices through the Client Dashboard, simplifying the payment process.
  • Centralized Record-Keeping: Easily access previous invoices for reference, all in one place.

Client Dashboard Controls: Complete Access Management at Your Fingertips

Programa’s latest update enhances your control over client access. From the Project Files dashboard, you can view, add, or remove client access to specific files like Schedules, Pinboards, Canva Shares, and Invoices. Customize permissions with partial or full access, filter by individual clients, and share public links instantly.

 

Benefits:

Full Control Over Access: Manage who can see, edit, or comment on specific files, ensuring secure collaboration.

Increased Efficiency: Quickly adjust permissions without needing multiple tools or files.

Enhanced Security: Keep sensitive or draft materials private until they’re ready to be shared.

How the Client Dashboard Transforms Your Workflow

By centralizing all project elements within the Client Dashboard, Programa empowers you to deliver a seamless, organized experience to your clients. Here’s how it makes a difference:

  • Transparency and Trust: Clients have a clear, organized view of every project stage and financial document.
  • Time Savings: With all documents and files in one place, there’s no need to chase approvals or updates.
  • Professionalism and Consistency: Present a polished, unified platform that reflects the quality of your work.

Benefits of the Update

Streamlined Workflow: Manage all client access from a centralized control panel, reducing back-and-forth and ensuring clients see only what’s intended.

Greater Security: Control access levels with ease, including quick access removal and visibility control for confidential files.

Reduced Errors: Added confirmation on deletions minimizes accidental changes, giving you peace of mind when managing project files.

These updates make it easier for you to maintain organized, transparent, and secure client interactions. Start exploring these new Client Dashboard controls today to optimize your workflow!

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
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Reading: Your All-in-One Client Dashboard, Managing Projects with Ease
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Programa’s Client Dashboard is the ultimate tool for design professionals looking to streamline project management and client collaboration. Centralize everything your clients need in one intuitive space, from schedules and pinboards to invoices and design presentations.