Dashboard

Dashboard overview

The Dashboard has two tabs: Programs (your programs) and Catalogs. Programs are shown as cards sorted by creation date. The dashboard loads more programs as you scroll — click Load more at the bottom to fetch additional pages.

The + New Program button in the top-right corner opens the program creation flow.

Program cards

Each program card shows:

• Title — click to open the guest-facing view of the program
• Program code — the unique identifier used in share links
• Status badge — Published or Draft
• QR icon — appears next to the status badge on all plans; click it to display the program's QR code
• Created date and Event date (if set)
• Transfer status (if the program has been sent or received)

Clicking anywhere on a card (except a button) opens the program's guest-facing page. Action buttons are shown directly on each card. The available actions depend on the program's current status and your plan.

Card actions explained

Publish / Unpublish

Publish makes the program visible to guests. Unpublish returns it to draft state — existing share links will show "not found" until it is republished.

Workspace

Opens the event workspace. Use the tab bar at the top to switch between Program, Design, Invitations, and Manage.

Go Live

Opens the Live Control panel in a new tab. The pulsing dot indicates the program is currently live.

QR Code

Click the QR icon next to the status badge to display the program's QR code. Guests can scan it to open the program on their device. The QR code links directly to the program's share URL.

Transfer Standard+

Permanently transfer the program to another Programleaf user. Enter their username or email — they will see it in their Incoming Transfers section and can accept or decline. Once accepted, ownership transfers permanently and cannot be reversed.

• Cancel Transfer — appears on the card while a transfer is pending (before the recipient accepts). Withdraws the transfer request.

Publishing and unpublishing

1. Find the program card on the Dashboard.
2. Click Publish (for drafts) or Unpublish (for published programs) in the card actions.
3. A confirmation panel appears inline on the card. Click Confirm.
4. The status badge updates immediately.

Duplicate and Merge Standard+

Duplicate

Creates an exact copy of a program as a new draft. The duplicate includes all outline items and design settings. It counts toward your monthly program limit.

1. Click Duplicate in the card actions.
2. A confirmation panel opens on the card. Click Duplicate to confirm.
3. The new program appears at the top of your list with the title Copy of [original title].

Merge

Combines the outline items from two programs into a new draft program. The original programs are not modified — a new merged program is created.

1. Click Merge on the card you want to use as the base.
2. An inline panel opens. Select a second program from the dropdown.
3. Click Merge. A new draft is created containing all items from both programs, titled [Base title] (Merged).

Transferring a program to another user

1. Click Transfer in the card actions.
2. An inline panel opens on the card. Enter the username or email of the recipient.
3. Click Transfer to confirm. The program card shows a Pending → [username] badge.
4. The recipient must accept the transfer from their Dashboard.
5. Once accepted, the program moves to the recipient's account permanently.

Cancel a pending transfer

You can cancel a transfer at any time before the recipient accepts it.

1. Find the program card with the Pending → [username] badge.
2. Click Cancel on the card. A confirmation panel opens.
3. Click Cancel Transfer to confirm. The transfer is revoked and the program stays in your account.

Accepting incoming transfers

When another user sends you a program, it appears in the Incoming Transfers section at the top of your Programs tab.

1. Review the program title and sending user shown on the transfer card.
2. Click Accept to take ownership. The program is added permanently to your programs list.
3. Click Decline if you don't want it. The transfer is cancelled and the program returns to the sender.

Collaborations section

If another Programleaf user has added you as a collaborator on one of their programs, a Collaborations section appears at the top of your Programs tab — above your own programs.

Each collaboration card shows the program title, a purple role badge (e.g. editor, registrar), and action buttons that match exactly what your role permits:

• Co-host — Go Live button
• Editor — Edit button
• Designer — Design button
• Manager — Edit and Design buttons
• Planner — Planner button
• Registrar — Registry button

For more on managing collaborators and role permissions, see Sharing & Collaboration.

Catalogs tab

The Catalogs tab shows all catalogs you've created. Catalogs are collections of programs that can be shared as a single browsable page.

Click + New Catalog to create one, or see the full guide at Catalogs.