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. Definitions
  2. Details of Processing
  3. European Union and United Kingdom
  4. US Users / Consumers
  5. General
  6. Appendix 1: Details of Processing
  7. 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 Winning Work Matters for Interior Designers
    4. The Benefits of CRM Software for Interior Designers
    5. Using Project Management Tools as a CRM
    6. Outcome
    7. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
    8. <strong>Why is managing a budget important?</strong>
    9. <strong>Why can getting a budget be so difficult?</strong>
  8. Interior Design & Architecture Software For Professional Interior Designers & Architects
  9. 30 May 2024
  10. 27 May 2024
  11. 24 May 2024
  12. 23 May 2024
  13. 16 May 2024
    1. What We Do
    2. Our Mission
    3. Spreadsheets Weren’t Built for Interior Design
    4. Specification Simplified: Say Goodbye to Arduous Data Entry
    5. Always Up-to-Date: Live Schedules for Real-Time Collaboration
    6. Seamless Sharing and Client Communication
    7. Build Your Own Product Libraries
    8. Eliminate Stress with Real-Time Version Control
    9. Track, Manage, Deliver: Stay On Top of Your Projects
    10. Effortless Integration and Customization
    11. Join Thousands of Designers Transforming Their Workflows with Programa
    12. Key Features:
  14. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
  15. Enter Programa
  16. Clear and Precise Presentations
  17. Easier Management of Data
  18. Exports That Work The Way You Do
  19. Why Use Interior Design Client Proposal Templates?
  20. Key Components of an Interior Design Presentation Template
  21. Conclusion
  22. Offering Virtual Consultations and Collaborating with Others in the Industry
  23. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
  24. Embracing the Evolution of Marketing for Interior Designers in 2025 and Beyond!
    1. Key Benefits:
      1. A comprehensive look into Dean Dyson's mission, culture, and integration of Programa for efficient project management and client communication.
    2. What is FF&E in Interior Design?
    3. Why is FF&E Management Crucial?
    4. How Programa is Changing the FF&E Interior Design Software Game
    5. Why Programa Stands Out from Other FF&E Interior Design Software
    6. The Future of Interior Design with Programa
    7. Day 1: Time, profits & creative vision
    8. Day 1 Takeaway
    9. Day 2: Accuracy, visibility & staying out of your client’s inbox
    10. Day 2 Takeaway
  25. How to Connect with Your Ideal Clients
  26. Choosing the Right Marketing Channels
  27. How to Differentiate Yourself
  28. Leveraging Relationships to Stand Out
    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
    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. Features
      2. Integrations & Sharing
      3. Upgrades
  29. 1. What Is FF&E Procurement?
  30. 2. The Step-by-Step FF&E Purchasing Process
  31. 3. Building a Furniture Schedule for Interior Design in Programa
  32. 4. Ready-Made Programa FF&E Schedule Templates & Extensions
  33. 5. Best Practices & Pitfalls to Avoid in Programa
    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. Getting Started Dashboard
    8. Schedules
    9. Client Dashboard
    10. Web Clipper
    11. Pinboards
    12. Project Management
    13. Invoicing
    14. Address Book
    15. Trade Portal
      1. Scheduling with Programa and Client Approvals
      2. Streamlined Procurement Management
      3. Budget Tracking for Financial Clarity
      4. Hidden Feature for Internal Reviews
      5. Client Dashboard for Transparency and Easy Communication
      6. Centralized Project Management for Cohesion and Control
      7. Long-Term Efficiency with Programa
    16. 29 April 2024
    17. 24 April 2024
    18. 22 April 2024
  34. 16 April 2024
  35. 15 April 2024
  36. Other updates
    1. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    2. Pinboards: Visual Inspiration and Design Curation
    3. Canva Sharing: Collaborative and Seamless Presentation Integration
    4. Invoices: Simplified Financial Management and Transparency
    5. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
  • Interior Design
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.