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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.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. Trends You Can’t Ignore in 2025
    1. How It Works
    2. Viewing Your Schedule
    3. Approving Products
    4. The Benefits of the Client Dashboard
  2. 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. 1. The Importance of a Strong Digital Presence
  4. 2. Leveraging Social Media Engagement
  5. 3. Implementing SEO Optimization Techniques
  6. 4. Offering Virtual Consultations and Collaborating with Others in the Industry
  7. 5. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
  8. Embracing the Evolution of Marketing for Interior Designers in 2025 and Beyond!
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    3. The Solution
    4. Get Started Today
  9. Why These Events Matter More Than Ever
  10. Where Innovation Meets Implementation In The States
  11. European Design Destinations: Where Dreams Take Shape
  12. Maximizing Your Event Experience
  13. Making It All Work Together
    1. Seamless Integration with Product Library
    2. Tailored PDF Exports
    3. Intuitive Schedule Navigation
    4. How Tyler Aspen Edmonds Did It
    5. The Programa Advantage
    6. The Trade Portal Advantage
    7. Fixed Image Layouts
    8. Web Clipper Scraper
    9. Hyperlinked URLs
    10. Improved Notes Visibility in Presentation Mode
    11. Pinboards & Client Dashboard Integration
    12. Beanbags: Where Comfort Meets Elegance
    13. Serving Trays: Functional Elegance
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      1. Support
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    6. The impracticalities of using generic software
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      3. Master Your Design Universe
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    10. What else is new?
    11. What’s coming in February?
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
    12. Welcome Back!
    13. 06 January 2025
    14. It's that time of year!
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    16. 17 December 2024
    17. 10 December 2024
    18. 09 December 2024
    19. 03 December 2024
    20. 28 November 2024
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    25. 13 November 2024
    26. 08 November 2024
    27. 31 October 2024
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    29. 29 October 2024
    30. 24 October 2024
    31. 23 October 2024
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    33. 17 October 2024
    34. 15 October 2024
    35. 11 October 2024
    36. 10 October 2024
    37. 07 October 2024
    38. 03 October 2024
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    40. 30 September 2024
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    44. 17 September 2024
    45. 13 September 2024
    46. 11 September 2024
    47. 06 September 2024
    48. 05 September 2024
    49. 02 September 2024
    50. 30 August 2024
    51. 27 August 2024
    52. 22 August 2024
    53. 21 August 2024
    54. 20 August 2024
    55. 19 August 2024
    56. 16 August 2024
    57. 15 August 2024
    58. 14 August 2024
    59. 12 August 2024
    60. 13 August 2024
    61. 07 August 2024
    62. 08 August 2024
    63. 09 August 2024
    64. 05 August 2024
    65. 01 August 2024
    66. 31 July 2024
    67. 30 July 2024
    68. 29 July 2024
    69. 26 July 2024
    70. 23 July 2024
    71. 18 July 2024
    72. 12 July 2024
    73. 09 July 2024
    74. 05 July 2024
    75. 04 July 2024
    76. 02 July 2024
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    78. 26 June 2024
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    80. 18 June 2024
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    83. 07 June 2024
    84. 06 June 2024
    85. 04 June 2024
    86. 30 May 2024
    87. 27 May 2024
    88. 24 May 2024
    89. 23 May 2024
    90. 16 May 2024
    91. 14 May 2024
    92. 09 May 2024
    93. 03 May 2024
    94. 02 May 2024
    95. 29 April 2024
    96. 24 April 2024
    97. 22 April 2024
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  18. 15 April 2024
  19. Other updates
  20. 11 April 2024
  21. <strong>09 April 2024</strong>
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  22. About Tom Mark Henry: Studio Origins and Philosophy<br />
  23. How Tom Mark Henry uses Programa
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    3. Getting Started
    4. Designed for Designers
    5. Dedicated In-House Design Team
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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.