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.
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.
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:
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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.
When you click into your Schedule, you’ll have access to three main views:
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.
Your designer may request that you review and approve certain products directly through the dashboard. This is a simple and streamlined process:
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.
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!