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Introducing Programa’s Product Approvals

Streamline client feedback and approval processes
Programa
Programa
Updated: 03 July 2024

Product Approvals are engineered to streamline designer-client collaboration.

The purpose of this feature is to facilitate valuable client feedback in the design process. By providing a dedicated platform for clients to review and approve or reject products, the feature aims to ensure that their preferences and opinions are effectively captured and integrated.

Client Communication

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Main Benefits Of Product Approvals

  1. Streamlined Review Processes - Within the client dashboard, clients will find a schedule with a notification icon indicating the products that require their attention. By clicking on the schedule, they can access the dedicated Approvals & Feedback tab for review.
  2. Approve or Reject with Ease - Clients have the flexibility to review products either from the summary view or the detailed product view. In the summary view, they can quickly scan through the list of products, make individual approval or rejection decisions, and provide comments or feedback in the provided comment box.
  3. Easy Access to the Client Dashboard - Once you notify your clients about the pending product reviews, they can access their client dashboard by clicking on the provided schedule link in the email notification.
  4. Detailed Product Examination - Clients can also dive into the product details view, where they can review specifications and further information. From there, they can approve or reject the product with a single click and provide specific feedback in the comment box.
  5. Efficient Bulk Actions - To expedite the review process further, clients have the option to bulk approve or reject products. With a simple click on the “Approve All” or “Reject All” button, they can efficiently handle multiple items at once.

Creating & Submitting Approval Requests

Enhance efficiency in your Schedules with our new multi-select feature. Seamlessly update the status of designated items, whether individually or in bulk, by choosing the ‘Client Review’ status. Eliminating unnecessary file exchanges and tedious back-and-forth as our automated email system notifies your clients for quick and convenient reviews within their Client Dashboard.

NEW CLIENT DASHBOARD ALERTS
NEW REVIEW OPTIONS FOR CLIENTS

Client Approval Process

Once notified via email, clients can access their dedicated client dashboard by following the provided schedule link. Within the dashboard, they will find the schedule with a notification icon indicating products requiring their review. By clicking on the schedule, clients can explore the dedicated Approvals & Feedback tab. Here, they have the ability to review and assess the products awaiting their approval or rejection.

With intuitive options available, such as individual or bulk actions, clients can conveniently make decisions and provide specific feedback. The streamlined process enables seamless communication and fosters a productive partnership between clients and designers.

NEW APPROVAL OVERVIEW FOR DESIGNERS

Tracking Approval Statuses and Feedback

Upon receiving notifications in their schedule, designers can access the dedicated Approvals tab, where they gain a comprehensive overview of all products submitted for review. This centralised section allows designers to monitor the status of each item and view client feedback.

By utilising the intuitive interface, designers can easily change the status of specified items, whether through individual or bulk selection. The seamless integration of automated email notifications enables designers to keep clients informed and engaged throughout the approval process. With Product Approvals, designers can streamline their workflow, ensure timely decisions, and maintain effective collaboration with clients.

Available now to Programa users as part of your Pro subscription. Log in or start free.

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
  8. Interior Design & Architecture Software For Professional Interior Designers & Architects
  9. Information about the Programa Terms of Service
    1. 1. Account Terms
    2. 2. Account Activation
    3. 3. Programa Rights
    4. 4. Your Responsibilities
    5. 5. Payment of Fees and Taxes
    6. 6. Confidentiality
    7. 7. Limitation of Liability and Indemnification
    8. 8. Intellectual Property and Your Materials
    9. 9. Additional Services - Programa In App Communication Tools<br />
    10. 10. Third Party Services and Integrations
    11. 11. Beta Services
    12. 12. Feedback and Reviews
    13. 13. Takedown Procedure
    14. 14. Privacy and Data Protection
    15. 15. Programa Contracting Party
    16. 16. Term and Termination
    17. 17. Modifications
    18. 18. General Conditions
  10. <strong>Contact Support</strong>
    1. <br />What’s New at Programa?
    2. <br />Looking Ahead: Upcoming Features
    3. <br />Pricing Update: Supporting Continuous Improvement
    4. <br />Thank You for Being Part of the Programa Community
  11. Key Benefits:
  12. Q3 Product Update
  13. The world’s best scheduling software gets even better.
  14. The All-new Web Clipper
  15. Other Improvements
  16. What’s next?
  17. Product Approvals are engineered to streamline designer-client collaboration.
  18. Main Benefits Of Product Approvals
  19. Creating & Submitting Approval Requests
  20. Client Approval Process
  21. Tracking Approval Statuses and Feedback
  22. Essential Project Management Tips for Interior Designers
  23. 2. Develop a Detailed Project Plan
  24. 3. Use the Right Project Management Tools
  25. 4. Maintain Open Communication
  26. 5. Monitor Budgets Closely
  27. 6. Prioritize Time Management
  28. Conclusion: The Path to Successful Interior Design Projects
    1. 1. Specification Management Command Center
    2. 2. Project Management Suite
    3. 3. Procurement & Financial Tools
    4. 4. Client Dashboard
    5. 5. Digital Design Libraries
    6. Why Programa Stands Out
    7. Fast-Track Your Setup
    8. The Future of FF&E Management
    9. Transform Your FF&E Management Today
  29. Support for ASID (American Society for Interior Design) members
    1. Try Programa Today
  30. Programa Invoices
    1. 30 August 2024
    2. 27 August 2024
    3. 22 August 2024
    4. 21 August 2024
    5. 20 August 2024
    6. 19 August 2024
    7. 16 August 2024
    8. 15 August 2024
    9. 13 November 2024
    10. 08 November 2024
    11. Trends You Can’t Ignore in 2025
    12. What is a Spec Sheet?
    13. The Power of Programa
    14. Flexible Design Features
    15. Ease of Use
    16. Cost Savings
    17. Increased Productivity
      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
    18. &nbsp;
  31. Chrome Finishes
  32. United Strangers by Satara
    1. Design For Behaviour
    2. 1. Don’t Light Everything
    3. 2. Design with Layers
    4. 3. Design for Looks
    5. 4. Design for Activity
    6. 5. Design with Control
      1. Why AKI chose Programa
      2. Why the Trade Portal matters
      3. A streamlined process, from inspiration to installation
      4. Start sourcing on the <a href="https://app.programa.design/trade_portal/main" target="_blank">Trade Portal</a>
    7. Challenges Faced by Designers in Procurement
    8. How designers can use Procurement Hub
    9. Built by and for designers
    10. With Programa’s Purchase Orders, you can:
    11. Task Management: Keeping Every Detail in Check
    12. Phases: Breaking Down Your Projects
    13. Combining Studio & Task Management for Optimal Workflow
    14. Getting Started: Setting Up Your Tasks & Phases
    15. Bringing it all together.
    16. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    17. Enter Programa
    18. Clear and Precise Presentations
    19. Easier Management of Data
    20. Exports That Work The Way You Do
    21. Seamless Integration with Product Library
    22. Tailored PDF Exports
    23. Intuitive Schedule Navigation
    24. What’s New?
    25. Why Change?
    26. Key Enhancements
    27. Schedules: Organized and Up-to-Date Project Tracking
      1. Benefits:
    28. Pinboards: Visual Inspiration and Design Curation
    29. Canva Sharing: Collaborative and Seamless Presentation Integration
    30. Invoices: Simplified Financial Management and Transparency
    31. Client Dashboard Controls: Complete Access Management at Your Fingertips
      1. How the Client Dashboard Transforms Your Workflow
      2. Benefits of the Update
    32. Recognized for Excellence in Design Software
  33. How AI is revolutionising interior design workflows
  34. Real benefits for real interior design studios using AI
  35. AI in Interior design: From Concept to Implementation
  36. How Programa is Shaping the Future of Interior Design AI
  37. AI revolutionising interior design: The competitive advantage
  38. Interior designers, start embracing the future of AI now
    1. 13 June 2024
    2. 07 June 2024
    3. 06 June 2024
    4. 04 June 2024
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
      4. Information about the Programa Payments Service
      5. The Programa Payments Service
      6. Getting or Activating a Payments Services Account
      7. Processing Transactions and Receiving Your Funds
      8. <strong>Termination and Other General Legal Terms</strong>
  39. 11 April 2024
    1. Highlight
    2. Other fixes
    3. What is FF&E in Interior Design?
    4. Why is FF&E Management Crucial?
    5. How Programa is Changing the FF&E Interior Design Software Game
    6. Why Programa Stands Out from Other FF&E Interior Design Software
    7. The Future of Interior Design with Programa
    8. 12 July 2024
    9. 09 July 2024
    10. 05 July 2024
    11. 04 July 2024
    12. 02 July 2024
    13. 01 July 2024
    14. 13 September 2024
    15. 11 September 2024
    16. 06 September 2024
    17. 05 September 2024
    18. 03 September 2024
    19. 02 September 2024
    20. The Issue
    21. The Result
    22. The Solution
    23. Get Started Today
    24. With Programa’s Client Dashboard, you can:
    25. Minimalise Misunderstandings, Maximalise Results
    26. Shared Schedules and Integration with Client Dashboard
    27. Collaboration between Designers and Clients
      1. Take Full Control of Client Access with Ease
      2. View and Manage Access
      3. Client Overview & Quick Access Controls
      4. File-Specific Filtering
  40. Offering Virtual Consultations and Collaborating with Others in the Industry
  41. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
  42. Embracing the Evolution of Marketing for Interior Designers in 2025 and Beyond!
Reading: Introducing Programa’s Product Approvals, Streamline client feedback and approval processes
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Introducing Programa’s Product Approvals

Programa introduces Product Approvals, an innovative feature engineered to streamline designer-client collaboration by facilitating valuable client feedback into the design process. This feature provides a dedicated platform for clients to review and approve or reject products, ensuring their preferences and opinions are effectively integrated into the project.

Main Benefits of Product Approvals:

  1. Streamlined Review Processes: Clients can easily review products from the dedicated Approvals & Feedback tab within the client dashboard, streamlining the review process.
  2. Easy Approval or Rejection: Clients have the flexibility to approve or reject products with ease, either from the summary view or the detailed product view, and provide specific feedback.
  3. Efficient Bulk Actions: Clients can expedite the review process by bulk approving or rejecting products with a single click, enhancing efficiency.

Creating & Submitting Approval Requests: Enhance efficiency in your Schedules with the new multi-select feature, allowing seamless updating of item statuses to 'Client Review' status. Automated email notifications notify clients for quick reviews within their Client Dashboard, eliminating tedious back-and-forth.

Client Approval Process: Upon receiving email notifications, clients can access their dedicated client dashboard to review products awaiting approval. With intuitive options for individual or bulk actions, clients can conveniently make decisions and provide specific feedback, fostering productive collaboration.

Tracking Approval Statuses and Feedback: Designers can monitor the approval status of submitted products and view client feedback in the dedicated Approvals tab. The intuitive interface allows for easy status changes, ensuring timely decisions and effective collaboration with clients.

Product Approvals is available now to Programa users as part of the Pro subscription. Log in or start your free trial today to streamline your designer-client collaboration.