The Client Dashboard in Programa is a versatile tool that simplifies project management, while also providing your clients with easy access to all their project information in one place.
So, what exactly is the Client Dashboard?
It’s a branded portal where your clients can view and review all project Schedules, documents, and other shared files. This is all available in a single, convenient location.
Why is the Client Dashboard a game-changer for you and your clients?
Instead of managing multiple exports and separate shared links for each project, everything is consolidated into one link. This means no more scrambling through emails, Dropbox, Google Drive links, or text messages. All project content is neatly organized and easily accessible.
Can you share more than just project Schedules?
Yes! You can upload additional files such as Pinboards, invoices, contracts, and other important documents to the Dashboard. Your clients will be able to download everything they need directly from the portal—making it simpler for them and saving you time.
What about privacy and customization?
You have full control over what your clients can see. You can easily publish and un-publish specific product Schedules or hide sensitive details, like supplier contact information, brand names, or pricing. This ensures your clients only see the relevant information, protecting your privacy and streamlining communication.
How can I make it feel personal and professional?
The Client Dashboard allows you to add your logo and customize cover images, creating a unique and branded experience for your clients. It’s more than just a filing tool; it’s a professional portfolio that elevates your studio's image.
In summary:
The Client Dashboard is a powerful feature designed to save you time, reduce stress, and enhance the client experience. It combines convenience, privacy, and customization, making it an essential tool for interior designers and architects using Programa. It's a must-have for any interior designer or architect using Programa.