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.

Hero

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.
Hero

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. 30 May 2024
  2. 27 May 2024
  3. 24 May 2024
  4. 23 May 2024
  5. 16 May 2024
  6. Interior Design Software For Professional Interior Designers
    1. Information about how Programa handles your data
    2. Introduction
    3. Our Values<br />
    4. Why we process your information
    5. <br />Your rights over your information
    6. Where we transfer your information
    7. How long do we retain your information
    8. Our use of advanced technologies
    9. How we protect your information
    10. How we use “cookies” and other tracking technologies
    11. How you can reach us
    12. Types of data we collect and process
    13. What Personal Data we receive
    14. Retention
    15. Our purpose for using your personal data
    16. Disclosing your personal data<br />
    17. Changes to this Privacy Policy
    18. Additional Privacy Information for Brands & Suppliers<br />
    19. When and why we share your information with others
    20. Your rights over your information
    21. How long we retain your information
    22. Your customers’ information
    23. Additional Information about how we process data globally
    24. Processing data globally to fulfil our service obligations
    25. United States Regional Privacy Notice
    26. What information we collect and share about you
    27. Why we collect and share your Personal Information
    28. Sources of Personal Information
    29. How long we keep your information
    30. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    31. User-friendly Interface and Tools for Seamless Project Management
  7. Support for ASID (American Society for Interior Design) members
    1. What is an Interior Design Quotation?
    2. Key Components of an Interior Design Quotation
    3. Interior Design Quotation Format and Free Template
    4. How Do You Create an Interior Design Quotation Quickly & Easily?
    5. Beyond the Proposal: Invoicing with Programa
    6. Start Your Project Proposals with Programa
    7. Wish there was a way to grow sales and better connect with clients?
    8. Why Does This Matter To Me As A Brand / Supplier?
    9. What Does That Translate To?
  8. How Does the Trade Portal Work?
  9. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
    3. The Trade Portal Advantage
    4. Register to join our highly requested webinar On February 27th
    5. What To Expect In The Session
      1. Why Your Studio Will Benefit?
      2. Reserve Your Spot
      3. The Stone Gallery
      4. Introducing Brightgreen's Plus 4.0 Collection: Where Innovation Meets Illumination
      5. Innovation from the Ground Up
      6. &nbsp;
      7. The Collection Unveiled
      8. Bring Your World To Life
    6. The Trade Portal places your brand front and center before A&D professionals
    7. Your name in lights alongside some of the biggest in the industry
    8. Your dream clientele, actively procuring
    9. Working directly with Architects and Interior Designers
    10. Programa’s Trade Portal and high quality leads
    11. Simplify Your FF&E Selection Process
    12. Effortless Updates and Revisions
    13. Collaboration Made Easy
    14. Optimized Finishes Schedule Management
    15. The Future Of FF&E With Programa
    16. Challenges Faced by Designers in Procurement
    17. How designers can use Procurement Hub
    18. Built by and for designers
    19. The Importance of Project Management in Interior Design
    20. Tips for Becoming a Better Interior Designer
    21. Real-World Examples of Successful Project Management in Interior Design
    22. <strong>Small-Batch Ceramics With Lasting Impact</strong>
    23. <strong>Artisanal Craftsmanship and Timeless Techniques</strong>
    24. Design Philosophy Rooted in Simplicity and Harmony
    25. The Studio Enti Way
    26. 28 November 2024
    27. 27 November 2024
    28. 26 November 2024
    29. 20 November 2024
    30. 19 November 2024
    31. A Collaborative Journey
    32. Movement & Aesthetic
    33. About Coco Flip
  10. Discover the Versatility of Artedomus Products
  11. Why Designers Love Artedomus
    1. Fixed Image Layouts
    2. Web Clipper Scraper
    3. Hyperlinked URLs
    4. Improved Notes Visibility in Presentation Mode
    5. Pinboards & Client Dashboard Integration
    6. Why Time Tracking is Essential for Interior Designers
    7. How to Use Programa for Effective Time Tracking
    8. Tips for Maximizing Your Time Tracking Efforts
    9. Interior Design & Architecture Software For Professional Interior Designers & Architects
    10. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    11. Pinboards: Visual Inspiration and Design Curation
    12. Canva Sharing: Collaborative and Seamless Presentation Integration
    13. Invoices: Simplified Financial Management and Transparency
    14. 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.