SleekView for Bookly: appointments, customers & payments as tables
Bookly stores every appointment, customer, service, and payment in its own wp_bookly_* tables and shows them through a calendar. SleekView adds the flat, editable grid Bookly never built.
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All your Bookly appointments in one grid
Bookly's calendar is great for scheduling and bad for everything else. Customer history, payment reconciliation, bulk staff reassignment, deposit edits — all need a flat list, and Bookly's admin keeps appointments and customers on screens that share no filters. Payment data sits in wp_bookly_payments, services in another table, and exports are limited to a fixed CSV format with no choice of columns.
SleekView keeps the calendar for visual scheduling and adds the grid for everything operational. Each row joins one appointment with its customer, service, staff member, and payment from the relevant wp_bookly_* tables. Filter by service, location, status, payment state, or staff and the same filter powers bulk approve, bulk cancel, or bulk send notifications through Bookly's normal email and SMS templates.
Inline editing covers start time, status, deposit, and staff member. Updating a cell triggers Bookly's hooks, so notifications fire and any connected gateway behaves the same as a native edit. Add-ons like Locations, Custom Fields, and Deposits add their own columns when active. Finance pulls a per-gateway audit at month end without exporting four CSVs and merging them, and the front desk runs today's no-show recovery from a single saved view.
Workflow
Keep the Bookly calendar, add the working grid
Base on appointments
wp_bookly_appointments as the source so each row is one appointment with start time, status, and the foreign keys for customer, service, staff, and payment.
Join customers and payments
wp_bookly_customers and wp_bookly_payments onto each row so customer email, service title, staff name, and gateway state sit alongside the booking time.
Save daily views
Enable inline ops
Sample columns
A typical Bookly appointments view
wp_bookly_appointments, wp_bookly_customers, wp_bookly_payments
| When | Customer | Service | Staff | Status | Payment |
|---|---|---|---|---|---|
| May 02 — 10:00 | Iris Chen | Hair colour | Sam | Pending | $140 |
| May 02 — 14:30 | Daniel Owens | 60-min massage | Maya | Approved | $95 |
| May 03 — 09:15 | Aiko Saito | Initial consult | Dr. Park | Cancelled | Refunded |
| May 03 — 11:00 | Ben Hartley | Beard trim | Sam | Pending | $25 |
Comparison
Default Bookly admin vs SleekView
Default Bookly admin
- Bookly's calendar is great for scheduling but bad for flat lists and bulk operations.
- The Customer list and Appointment list never share filters, so finding all of a customer's bookings means jumping screens.
-
Payment data lives in
wp_bookly_paymentsand is hard to combine with appointment status. - There is no inline editing of price, deposit, or staff member.
- Exports are limited to a fixed CSV format with no choice of columns.
SleekView
- Joins appointments, customers, services, staff, and payments in one editable grid.
- Inline edit start time, status, deposit, or staff without opening a modal.
- Filter by service, location, status, payment state, or staff and save the view.
- Bulk approve, cancel, or send notifications for selected appointments.
-
Export only the columns you need to
CSVfor accounting or marketing.
Features
What SleekView gives you for Bookly
Calendar plus grid
Keeps Bookly's calendar for scheduling and adds the flat list for everything else — bulk operations, audits, and per-staff schedules without leaving the screen.
Service-level filters
Filter by service, location, payment status, or staff and pin the filter as a saved view that opens with one click for finance, reception, or any individual staff member.
Inline reschedules
Update time, price, or staff right in the cell and Bookly fires the usual notifications, so customers and gateways stay in sync without a manual step.
Audience
Who uses SleekView for Bookly
Salon owners
Manage today's appointments and tomorrow's no-shows from a single editable list, with bulk reminders for unconfirmed bookings going out before doors open.
Finance teams
Reconcile Bookly payments with appointment status without exporting four CSVs — one filter for paid, one for refunded, both joined to the appointment row.
Front-desk staff
Find a customer's history, edit their booking, and update payment status in one place — no calendar drag, no second tab.
The bigger picture
Why a calendar is not enough for booking ops
Calendars are scheduling tools, not operations tools. They answer one question well — when and where — and answer every other question badly. Booking businesses have a long list of every-other-question: which customers no-showed last month, how many appointments per gateway need refunding, which staff member has the lightest Tuesday afternoon, which services are driving deposits versus full payment.
None of those are calendar questions. They are flat-list questions, and Bookly's flat list is fixed and limited to one screen at a time. The cost shows up at month end when finance exports four CSVs and joins them by hand to reconcile Stripe with appointment status.
It shows up at the front desk every morning when the receptionist filters the calendar for each staff member separately. It shows up in retention when nobody can build a list of customers who booked once and never came back. SleekView replaces those manual joins with one editable grid keyed on the appointment, with the customer, payment, and staff data joined the way Bookly already stored them in the database.
Questions
Common questions about SleekView for Bookly
No. The calendar stays for scheduling and SleekView adds the flat tables Bookly does not provide. Each tool plays to its strength — the calendar for visual scheduling and conflict detection, the grid for bulk operations, audits, and per-customer history that calendars cannot show well.
 Yes. Status, staff, time, and price are inline-editable and the change runs through Bookly's normal hooks, so notification emails, SMS templates, and any connected gateway behave exactly as they would for a single edit from the calendar. The grid never bypasses the plugin lifecycle.
 Locations, custom fields, deposits, and recurring appointments all show up as extra columns whenever the corresponding add-on is active. Filter by location to run a multi-branch view, sort by deposit balance to chase outstanding amounts — the add-ons drop into the same grid with no extra setup.
 
Yes. Payments and refunds from wp_bookly_payments are joined to each appointment row, so a refund shows up next to the cancelled appointment that triggered it. Filter to refunded appointments, sort by amount, and the month-end reconciliation that used to take a CSV export becomes a saved view.
Filter the rows you want — pending today, recently rebooked, deposit overdue — and trigger Bookly's email or SMS templates from the bulk menu. The grid passes the selection through Bookly's notification system, so personalisation tokens, opt-out preferences, and template logic still apply.
 SleekView paginates server-side and uses the indexes already on the Bookly tables, so the grid stays quick on busy schedules. Only the visible rows are fetched, and heavy joins like payments and customer history happen for those rows alone, not the full appointment history.
 Add status as a column, filter to a date range, and the row counts per staff or service tell the story. Save the view as a weekly review and the data point that used to require an export becomes a glance. The same shape works for cancellation rate by lead time.
 
Yes. The customer panel reads from the same wp_bookly_customers records the grid surfaces, so any inline edit to a customer's name, email, or phone is reflected the next time the customer opens the panel — no separate sync needed.
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