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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.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. What is the ‘Hidden’ Status?
  2. Use Case: Building a Custom Product
  3. Simplifying Financials with Hidden Status
  4. Reusing and Grouping Components
  5. 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. Information about the Programa Payments Service
    4. The Programa Payments Service
    5. Getting or Activating a Payments Services Account
    6. Processing Transactions and Receiving Your Funds
    7. <strong>Termination and Other General Legal Terms</strong>
    8. <strong>Contact Support</strong>
  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. &nbsp;
    3. Why Choose WOODCUT’s Premium Ash Collection?
  7. Why Use Interior Design Client Proposal Templates?
  8. Key Components of an Interior Design Presentation Template
  9. Conclusion
    1. Finally, Control Over Product Presentation
    2. Curate to Convert
    3. Update and Share
  10. Methods for Calculating Fees
  11. Which Method Will Work For Your Studio?
  12. A Designers Responsibility
  13. Simplify Your FF&E Selection Process
  14. Effortless Updates and Revisions
  15. Collaboration Made Easy
  16. Optimized Finishes Schedule Management
  17. The Future Of FF&E With Programa
  18. 07 May 2025
  19. 01 May 2025
  20. 23 April 2025
  21. 12 April 2025
  22. 9 April 2025
  23. 7 April 2025
  24. 3 April 2025
  25. 1 April 2025
  26. 28 March 2025
  27. 25 March 2025
  28. 20 March 2025
  29. 18 March 2025
  30. Welcome Back!
  31. 06 January 2025
  32. It's that time of year!
  33. 19 December 2024
  34. 17 December 2024
  35. 10 December 2024
  36. 09 December 2024
  37. 03 December 2024
  38. 28 November 2024
  39. 27 November 2024
  40. 26 November 2024
  41. 20 November 2024
  42. 19 November 2024
  43. 13 November 2024
  44. 08 November 2024
  45. 31 October 2024
  46. 30 October 2024
  47. 29 October 2024
  48. 24 October 2024
  49. 23 October 2024
  50. 22 October 2024
  51. 17 October 2024
  52. 15 October 2024
  53. 11 October 2024
  54. 10 October 2024
  55. 07 October 2024
  56. 03 October 2024
  57. 02 October 2024
  58. 30 September 2024
  59. 25 September 2024
  60. 20 September 2024
  61. 19 September 2024
  62. 17 September 2024
  63. 13 September 2024
  64. 11 September 2024
  65. 06 September 2024
  66. 05 September 2024
  67. 02 September 2024
  68. 30 August 2024
  69. 27 August 2024
  70. 22 August 2024
  71. 21 August 2024
  72. 20 August 2024
  73. 19 August 2024
  74. 16 August 2024
  75. 15 August 2024
  76. 14 August 2024
  77. 12 August 2024
  78. 13 August 2024
  79. 07 August 2024
  80. 08 August 2024
  81. 09 August 2024
  82. 05 August 2024
  83. 01 August 2024
  84. 31 July 2024
  85. 30 July 2024
  86. 29 July 2024
  87. 26 July 2024
  88. 23 July 2024
  89. 18 July 2024
  90. 12 July 2024
  91. 09 July 2024
  92. 05 July 2024
  93. 04 July 2024
  94. 02 July 2024
  95. 01 July 2024
  96. 26 June 2024
  97. 19 June 2024
  98. 18 June 2024
  99. 17 June 2024
  100. 13 June 2024
  101. 07 June 2024
  102. 06 June 2024
  103. 04 June 2024
  104. 30 May 2024
  105. 27 May 2024
  106. 24 May 2024
  107. 23 May 2024
  108. 16 May 2024
  109. 14 May 2024
  110. 09 May 2024
  111. 03 May 2024
  112. 02 May 2024
  113. 29 April 2024
  114. 24 April 2024
  115. 22 April 2024
  116. April 16 2024
  117. 15 April 2024
  118. Other updates
  119. 11 April 2024
  120. <strong>09 April 2024</strong>
  121. Streamlining the A&D industry – it’s about time.
  122. Recognized for Excellence in Design Software.
    1. The Importance of Project Management in Interior Design
    2. Tips for Becoming a Better Interior Designer
    3. Real-World Examples of Successful Project Management in Interior Design
      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.