Programa

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Welcome to Programa: Your complete getting started guide

Getting Started For Designers

Create and organize your first schedule

Quick Start Guides

Download the Webclipper

Designer Demo on Demand [Video]

Troubleshooting and getting help in Programa

Accepted file types and size limits

Support

Schedules

Set up your first schedule

What are Schedules?

Getting Started

Schedules vs legacy Schedules: what's different

FAQ for existing users | New Schedules

Copy a legacy project into the new Schedules

For existing users only

How to set up your schedules and views

How to add products to your schedules

How to complete a product specification

How to assign and manage locations

How to organise products using labels

How to specify a finished item and its component products

Build and Organise your Schedules

How to edit multiple products in a schedule

How to update product details from a supplier website

How to archive, restore or delete products

How to find similar products in a schedule

How to duplicate products or copy them to another project

Keep the specification current

How to set product costs and client prices

How to price assemblies and component products

How to track products from selection to installation

How to record a round of changes and check product history

How to request and review supplier quotes

Pricing and Progress

How to share a schedule

How to control what a guest sees in a schedule

How to request client approvals and manage responses

How to export and issue a schedule

Exporting and Sharing

Schedules (Legacy)

 Getting Started with Schedules

Managing your Schedule

Sharing & Exporting your Schedule

Pricing in your Schedule

How to set up your Project Dashboard

How to share content with your guests

How to share Canva files with clients

How to manage your guests' access

Project dashboard FAQs

Project Dashboard and Sharing

How to use your project dashboard: client guide

How to review and approve your designer's selections : Client Guide

How to view presentations in your project dashboard: client guide

Guides for your clients

Client Dashboard and Sharing (Legacy)

Getting started with the Client Dashboard

How to share content to your Client Dashboard

Presentations

What is Presentations?

Quick start: How to create your first presentation

Getting started

How to set up page size, guides, and backgrounds

How to add images, PDFs, and product photos to a presentation

How to edit images in a presentation

How to add text and shapes to a presentation

How to arrange and style elements in a presentation

How to manage pages and presentations

How to create your own Presentations templates

Presentations Keyboard shortcuts

Building a presentation

How to pin products in a presentation

How to pin a scene to a floor plan

How to find and navigate pins across pages

Working with pins

How to share a presentation with your client

How to share a presentation with your client online (legacy projects)

How your client views and approves a shared presentation

How to export a presentation to PDF

Sharing and exporting

Pinboards

What is a Pinboard?

How to create a pinboard and add images

Pinboards FAQs

Pinboards: Quick Links

Getting Started with Pinboards

How to Organize and Manage Pinboard Images

Pinboard viewing options

Managing Pinboard Images

How to share your pinboard online

How to share your Pinboard online (legacy projects)

Sharing your Pinboard

Financial Management

How to share your invoice online

How to share your Invoice online (legacy projects)

Invoicing and Payments

How to integrate Programa with QuickBooks

QuickBooks integration FAQs

How Programa syncs with QuickBooks

How Programa syncs with Xero

How to integrate Programa with Xero

 Accounting Integrations

Orders in Programa: Overview and getting started

How to customise your Orders

Orders