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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.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. Board View:
  2. List View:
  3. Timeline View:
  4. Seamless Integration for Holistic Project Management
  5. Task Management: Keeping Every Detail in Check
  6. Phases: Breaking Down Your Projects
  7. Combining Studio & Task Management for Optimal Workflow
  8. Getting Started: Setting Up Your Tasks & Phases
  9. Bringing it all together.
    1. Tasks: The Building Blocks of Effortless Studio Management
    2. Phases: Your Project's Roadmap to Success
    3. The Magic of Combining Tasks and Phases
    4. Getting Started is a Breeze
  10. Interior Design Software For Professional Interior Designers
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
    3. Why AKI chose Programa
    4. Why the Trade Portal matters
    5. A streamlined process, from inspiration to installation
    6. Start sourcing on the <a href="https://app.programa.design/trade_portal/main" target="_blank">Trade Portal</a>
  11. Introduction to Programa
  12. Getting Started Dashboard
  13. Schedules
  14. Client Dashboard
  15. Web Clipper
  16. Pinboards
  17. Project Management
  18. Address Book
  19. Invoicing
  20. Interior Design Approvals and Client Communication
    1. The Significance of Client Communication in Interior Design
    2. Key Features of Programa’s Interior Design Approval Tools
    3. Benefits of Using Programa’s Interior Design Approval Tools
    4. Practical Applications of Programa’s Interior Design Approval Tools
    5. Conclusion
    6. Interior Design & Architecture Software For Professional Interior Designers & Architects
    7. Recognized for excellence in design software
  21. The Importance of a Strong Digital Presence
  22. Leveraging Social Media Engagement
  23. Implementing SEO Optimization Techniques
    1. Key Benefits:
    2. What is an Interior Design Quotation?
    3. Key Components of an Interior Design Quotation
    4. Interior Design Quotation Format and Free Template
    5. How Do You Create an Interior Design Quotation Quickly & Easily?
    6. Beyond the Proposal: Invoicing with Programa
    7. Start Your Project Proposals with Programa
    8. Partnership
    9. It Makes Sense
    10. Key Benefits of the Programa and IDS Partnership
    11. About Programa
    12. About the Interior Design Society
    13. Master your time, profits, and creative vision with Programa
    14. Why attend this US focused Programa webinar?
    15. Template mastery: your secret weapon for scalability
    16. How to create your project management ecosystem
    17. Packaged design service: Transform how clients see your value
    18. The power of a Product Library
    19. Project template showcase: the design package
    20. Programa: Powerful tools
      1. How It Works
      2. Viewing Your Schedule
      3. Approving Products
      4. The Benefits of the Client Dashboard
  • Interior Design
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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.