SleekView for LatePoint Pro: appointments, agents & locations as tables
LatePoint Pro stores appointments, customers, agents, services, locations, and transactions in wp_latepoint_* tables. SleekView joins them so booking ops, finance, and agents each work from one editable grid.
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Joined latepoint_* tables in one editable grid
LatePoint Pro's data spans wp_latepoint_bookings, wp_latepoint_customers, wp_latepoint_agents, wp_latepoint_services, wp_latepoint_locations, and wp_latepoint_transactions. Each Pro feature (multi-location, services-per-agent, payment processors) adds either columns or extra tables.
The default admin presents these through fixed-column lists. Agents managing their own pipeline, ops staff confirming tomorrow's bookings across locations, and finance reconciling a month of Stripe charges all swap between tabs because the schema is split across them.
SleekView reads the wp_latepoint_* tables directly, joins by customer, agent, service, location, and transaction IDs, and surfaces them as regular columns. Status edits route through LatePoint's API so confirmation emails, SMS, and Pro automations still fire. Saved views give each role (agent, ops, finance, support) the slice they need.
Workflow
From LatePoint Pro admin to one editable grid
Pick the LatePoint tables
wp_latepoint_bookings as the base and join wp_latepoint_customers, wp_latepoint_agents, wp_latepoint_services, wp_latepoint_locations, and wp_latepoint_transactions.
Compose columns and filters
Enable inline editing
status, start time, and agent_id as editable. Writes route through LatePoint's API so notification and automation hooks continue to fire.
Scope per role
Sample columns
A typical LatePoint Pro appointments view
wp_latepoint_bookings + wp_latepoint_customers + wp_latepoint_agents + wp_latepoint_locations + wp_latepoint_transactions
| Date | Agent | Service | Location | Customer | Status |
|---|---|---|---|---|---|
| Apr 26 09:00 | Alex | Consult | Downtown | ria@design.io | Approved |
| Apr 26 11:30 | Tom | Followup | Westside | mia@brew.coop | Pending |
| Apr 27 14:00 | Lin | Discovery | Downtown | alex@studio.co | Approved |
| Apr 27 16:30 | Jess | Consult | Remote | tom@hello.dev | Cancelled |
Comparison
Default LatePoint Pro admin vs SleekView
Default LatePoint Pro admin
- Appointments list shows fixed columns; location and agent require separate filters
- Bulk approve and cancel aren't first-class on the bookings list
- Per-agent daily schedules need filtering the calendar one agent at a time
-
Joining
wp_latepoint_transactionswith bookings requires custom queries - Pro custom-field values from intake aren't sortable in the bookings list
SleekView
- Joined bookings + customers + agents + services + locations + transactions in one grid
- Per-agent and per-location saved views
- Filter by status, processor, location, and date range together
-
Inline-edit
statuswith hook-aware writes - Per-role scoping for agents, ops, finance, support
Features
What SleekView gives you for LatePoint Pro
Joined LatePoint tables
wp_latepoint_bookings joins to customers, agents, services, locations, and transactions through standard foreign keys. Pro custom fields land as optional columns.
Per-agent day grid
Filter on agent_id and date range, sort by start time, and pin each agent's day. Services-per-agent assignments respect through the join.
Hook-aware status edits
Approve, cancel, or reschedule inline. Writes go through LatePoint's API so confirmation emails, SMS, and Pro automations still fire on each transition.
Audience
Who uses SleekView for LatePoint Pro
Agents
Each agent opens a saved view filtered by their own agent_id with services, locations, and customer notes alongside.
Location managers
Per-location view scoped by location_id for ops at multi-site studios and clinics. Confirm the day's pending bookings without leaving the workspace.
Finance
Per-processor payment audit joining wp_latepoint_transactions with bookings and customers. A month of Stripe charges reconciles in one filterable export.
The bigger picture
Why LatePoint operations benefit from a single grid
LatePoint Pro's well-modelled schema (bookings, customers, agents, services, locations, transactions) is why the default admin can show each table neatly, and also why agents and ops staff need multiple tabs to confirm tomorrow's bookings, look up a customer's history, or reconcile a month of payments. SleekView reads the same wp_latepoint_* tables LatePoint already maintains and joins them into one editable grid. Each role gets a saved view scoped to their work: agents on their own pipeline, location managers on their site, finance on per-processor reconciliation, support on per-customer history.
Status edits write through LatePoint's API so confirmation emails, SMS, and Pro automations continue to fire. The indexes LatePoint already maintains keep query performance predictable as bookings accumulate, and the cost of tab-hopping disappears in favour of a single workspace that already knows how the schema fits together.
Questions
Common questions about SleekView for LatePoint Pro
Yes. wp_latepoint_locations joins to bookings on location_id. Saved views scope to a single site for per-location ops or aggregate the chain for executive reporting.
Yes. LatePoint Pro stores intake custom fields against the booking, and SleekView surfaces those keys as optional columns. Sort by intake reason, filter by visit type, and expose the customer-supplied note inline.
 
Yes when writes route through LatePoint's API. Confirmation emails, SMS, and Pro automations fire on each status change. Direct writes to wp_latepoint_bookings skip hooks and are reserved for bulk migrations.
Yes. Transactions land in wp_latepoint_transactions regardless of processor. Filter by processor or refund state and reconcile against the Stripe, PayPal, or Square export at month end.
Yes. Service categories join through services to bookings. Scope a view to a category, for example all consultation services, and save it for repeat use. Bulk actions apply to the filtered set.
 Recurring series share a parent identifier in the bookings table. SleekView can group occurrences under the series or list each separately. Group bookings expose capacity as a column for capacity-based filters.
 Queries paginate server-side and rely on the indexes LatePoint already maintains. Multi-agent and multi-location operations stay performant. The grid loads only visible rows and avoids the heavy dashboard aggregates.
 Yes. Any saved view exports to CSV with all visible columns, including joined fields. Finance pulls month-end reconciliation as a single download, and ops exports per-location summaries without stitching together admin exports.
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