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. 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
    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:
  6. Interior Design & Architecture Software For Professional Interior Designers & Architects
    1. Discover the artistry beneath your feet with WOODCUT's Premium Ash Collection – the foundation of exquisite interiors.
    2.  
    3. Why Choose WOODCUT’s Premium Ash Collection?
  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. Try Programa Today
    4. Explore our ‘Made with Programa’ feature, where Shona McElroy of SMAC Studio shares the journey behind ‘Introspection,’ highlighting the challenges, workflow, and how Programa played a pivotal role from concept to completion.
  8. Task Management: Keeping Every Detail in Check
  9. Phases: Breaking Down Your Projects
  10. Combining Studio & Task Management for Optimal Workflow
  11. Getting Started: Setting Up Your Tasks & Phases
  12. 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
  13. The Range
  14. Installation
  15. Service
  16. Support
    1. Information about the Programa Payments Service
    2. The Programa Payments Service
    3. Getting or Activating a Payments Services Account
    4. Processing Transactions and Receiving Your Funds
    5. <strong>Termination and Other General Legal Terms</strong>
    6. <strong>Contact Support</strong>
    7. Information about how Programa handles your data
    8. Introduction
    9. Our Values<br />
    10. Why we process your information
    11. <br />Your rights over your information
    12. Where we transfer your information
    13. How long do we retain your information
    14. Our use of advanced technologies
    15. How we protect your information
    16. How we use “cookies” and other tracking technologies
    17. How you can reach us
    18. Types of data we collect and process
    19. What Personal Data we receive
    20. Retention
    21. Our purpose for using your personal data
    22. Disclosing your personal data<br />
    23. Changes to this Privacy Policy
    24. Additional Privacy Information for Brands & Suppliers<br />
    25. When and why we share your information with others
    26. Your rights over your information
    27. How long we retain your information
    28. Your customers’ information
    29. Additional Information about how we process data globally
    30. Processing data globally to fulfil our service obligations
    31. United States Regional Privacy Notice
    32. What information we collect and share about you
    33. Why we collect and share your Personal Information
    34. Sources of Personal Information
    35. How long we keep your information
  17. What is an Interior Design Quotation?
  18. Key Components of an Interior Design Quotation
  19. Interior Design Quotation Format and Free Template
  20. How Do You Create an Interior Design Quotation Quickly & Easily?
  21. Beyond the Proposal: Invoicing with Programa
  22. Start Your Project Proposals with Programa
  23. Discover the Versatility of Artedomus Products
  24. Why Designers Love Artedomus
  • 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.