This guide shows you how to set up your Programa account so you can start managing your projects from day one. Follow these essential steps to configure your studio profile, add team members, and manage your subscription.
Configure your Studio and User profile
Start by adding your studio information and personalizing your profile settings.
User Profile
Click your studio name in the top left corner and select Settings
You'll land on the My Account tab, where you can update your user profile
Enter your name, email address, and set your timezone
Upload your profile photo
Update your password under Change password if needed
Studio Profile
Studio settings are Owner-only — if you're an Admin or Editor, you'll skip this section and your studio Owner will handle it.
Navigate to Settings by clicking your studio name dropdown in the top left corner
Select Studio to access your studio profile
Upload your studio logo, details and enter your contact information
Add your Terms and Conditions (these will appear in your schedule files)
Customize your schedule statuses in the Schedule Item Custom Statuses section. You can edit status names, reorder or delete them, and update the status colors. The studio-wide status list is managed here in Studio settings (Owner access only). Any team member can also create new statuses on the fly from a schedule's status dropdown.
Add team members to your Studio account
Invite your team to collaborate and assign the right permissions for each member.
Go to Settings > Team
Click Invite in the top right corner
Enter their name and email address
Click Send Invitation
Your team member will receive an email notification to access the platform.
Note: You can manage team member permissions and access levels at any time from this page. For Editors, click their role badge and use the View Financials toggle under Permissions to control whether they can see pricing — this covers the Financials view in Schedules, pricing in PDF exports, purchase orders and more.
Manage your Subscription
Review your subscription plan and billing information.
Navigate to Settings > Billing
Review your current plan and subscription details
Click Manage Billing to add or update your payment method
Congratulations! You're ready to start using Programa.
You've learned the essentials: creating projects and schedules, adding products, sharing schedules with clients, and managing team access and settings.
Next steps:
Getting Started with Programa – Explore in-depth guides for each feature
Settings & Studio Configuration Guide – Customize Programa for your studio's workflow
Need more help setting up your account? Contact our support team via live chat for personalized assistance.