Yes. SleekView Charts queries the booking CPT and postmeta on every render with tunable caching per chart. There is no nightly job. Status changes, new bookings, and cancellations made through Bookings Pro's admin or the front-end booking form show up on the next dashboard refresh.

Yes. Per-role dashboards use WordPress capability scoping, so a staff member with limited capabilities sees only their own appointments in every chart. Practice managers and reception get the full team view, including comparison bars.

Yes. Inline edits in the SleekView appointments table write through the post update flow, which means the underlying data changes. The dashboard reads from the same source, so a status flip from pending to confirmed shows up in the Donut on the next refresh.

Yes. Deposit amount, balance amount, gateway, and transaction reference live in postmeta and are exposed as groupable and aggregatable fields. A Bar chart on gateway or a Donut on payment_status is one click away.

Yes. Any custom field collected on the booking form is detected and available as a dimension. A Bar chart on referral_source or insurance_provider becomes a card on the dashboard without any code.

Yes. Recurring series appear either as separate rows linked by a series ID or as a single record with recurrence meta, depending on the version. The dashboard reads either pattern. A Bar chart can group by series_id to show series revenue or by individual booking to show per-instance utilization.

Yes, via a WordPress login scoped to the finance role. The finance dashboard shows revenue, payment status, and gateway data without the operational details the bookkeeper does not need. Sharing publicly without login is intentionally not supported.

It does not replace them. The default reports remain available for the specific outputs they handle. SleekView Charts is a configurable layer for the practice-level questions the default reports were never designed to answer, like service mix over time or no-show rate by staff member.