Understanding Your Client Dashboard

How It Works and the Benefits

Programa

Oct 15, 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.

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 The schedule is live and always up to date, so there’s no need to worry about outdated PDFs or specifications.

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.

Approving Products

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

You’ll see a ‘Feedback Required’ notification on your schedule.
Head to the Approval & Feedback tab to review the products awaiting your approval.
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.

The Benefits of the Client Dashboard

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

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