Understanding Your Client Dashboard

How It Works and the Benefits
Programa
Programa
Updated: 15 October 2024

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.

Client Dashboard: Walkthrough

How It Works

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:

  • Schedules: This contains all live, up-to-date product specifications for your project. You’ll always have the latest information at your fingertips.
  • Pinboards: These offer visual snapshots of the project, featuring mood boards, swatches, renders, and progress updates.
  • Shared Files: Download important documents like Canva documents, warranties, manuals, or plans uploaded by your designer.

 

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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.

View Shared Schedule

Viewing Your Schedule

When you click into your Schedule, you’ll have access to three main views:

  • Summary View: This gives you the top-line product specifications at a glance.
  • Detailed View: Here, you can dive deeper into extra images, notes, and attachments like warranties or installation guides.
  • Financial View: If enabled by your designer, this section will show pricing information, including unit costs and total amounts.

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.

View Shared Pinboard

Approving Products

Your designer may request that you review and approve certain products directly through the dashboard. This is a simple and streamlined process:

  1. You’ll see a ‘Feedback Required’ notification on your schedule.
  2. Head to the Approval & Feedback tab to review the products awaiting your approval.
  3. You can either approve or reject each product individually or choose Approve All for bulk actions.

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.

Shared Schedule Available via Mobile

The Benefits of the Client Dashboard

 

  1. Everything in One Place: The Client Dashboard consolidates all essential project information, so you’re not chasing down emails or dealing with scattered PDFs.
  2. Live Updates: All information is real-time, so you’re always viewing the most current version of your project’s specs and updates.
  3. Easy Approvals: The built-in approval system allows you to quickly review, approve, or reject items, making collaboration faster and more efficient.
  4. Visual Progress: Pinboards keep you up to date with design progress, showing you the latest visuals, swatches, and mood boards.
  5. Seamless Communication: With everything centralized, communication between you and your designer becomes easier and more organized.

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!

Table of contents
  1. Partnership
  2. It Makes Sense
  3. Key Benefits of the Programa and IDS Partnership
  4. About Programa
  5. About the Interior Design Society
  6. Interior Design Software For Professional Interior Designers
  7. Interior Design & Architecture Software For Professional Interior Designers & Architects
  8. Seamless Integration with Product Library
  9. Tailored PDF Exports
  10. Intuitive Schedule Navigation
  11. What is a Spec Sheet?
  12. The Power of Programa
  13. Flexible Design Features
  14. Ease of Use
  15. Cost Savings
  16. Increased Productivity
  17. 14 May 2024
  18. 09 May 2024
  19. 03 May 2024
  20. 02 May 2024
  21. Schedules: Organized and Up-to-Date Project Tracking
    1. Benefits:
  22. Pinboards: Visual Inspiration and Design Curation
  23. Canva Sharing: Collaborative and Seamless Presentation Integration
  24. Invoices: Simplified Financial Management and Transparency
  25. Client Dashboard Controls: Complete Access Management at Your Fingertips
    1. How the Client Dashboard Transforms Your Workflow
    2. Benefits of the Update
    3. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    4. User-friendly Interface and Tools for Seamless Project Management
    5. Task Management
    6. Phases
    7. Dynamic Views
    8. Prepare your Studio
    9. Key Changes
    10. Detailed Steps for Current Studio WIP Users
    11. Future Releases
    12. Support
  26. 31 July 2024
  27. 30 July 2024
  28. 29 July 2024
  29. 26 July 2024
  30. 23 July 2024
  31. 18 July 2024
  32. With Programa’s Client Dashboard, you can:
  33. Minimalise Misunderstandings, Maximalise Results
  34. Shared Schedules and Integration with Client Dashboard
  35. Collaboration between Designers and Clients
  36. The Range
  37. Installation
  38. Service
  39. A Collaborative Journey
  40. Movement & Aesthetic
  41.  
  42. About Coco Flip
  43. Why Use Interior Design Client Proposal Templates?
  44. Key Components of an Interior Design Presentation Template
  45. Conclusion
  46. <strong>Dakar by Kustom Timber </strong>
  47. <strong>Canvas by Kustom Timber</strong>
    1. How It Works
    2. Viewing Your Schedule
    3. Approving Products
    4. The Benefits of the Client Dashboard
  • Interior Design
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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.