SleekView Kanban for Acuity Scheduling WP
Acuity Scheduling WP imports Acuity appointments into WordPress as synced records. SleekView Kanban reads them, groups by status, and writes drag-driven status changes back to the Acuity API. One screen, one source of truth, no extra credentials.
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Acuity bookings as a worklist, not a log
Acuity Scheduling WP syncs every Acuity appointment into a WordPress side table. Each row holds the client name, the appointment type, the calendar owner, the start time, and the current status in a status field. The plugin renders that data as a list table designed for inspection, which fits when you need to look up a single booking but slows the team down during busy stretches.
SleekView Kanban points at the same table and renders one card per Acuity appointment. Cards group into columns by status: pending for new bookings awaiting confirmation, confirmed for upcoming appointments, checked-in for clients who have arrived, and cancelled for appointments that have been called off. Drag between columns and SleekView calls the Acuity API.
Card fronts show client name, time, and appointment type. Filter by calendar owner or by location, save filtered views, and pin different boards to different rooms. Status writes go through the plugin's existing Acuity client so the hosted account stays in step automatically.
Workflow
From Acuity sync to kanban in four steps
Add Acuity Scheduling WP as data source
Group cards by appointment status
Pick what the card surfaces
Drag to update Acuity automatically
Sample board
Acuity appointments grouped into real columns
Comparison
Acuity Scheduling WP list vs SleekView Kanban
Acuity admin list
- Default Acuity WP screen is a list table with one row per appointment and small status text
- Status changes require clicking into the appointment, picking a value, and saving the meta
- No live count of how many appointments sit in each status across calendars and locations
- Bulk actions cover trash and delete but not status transitions across many bookings at once
- Filters reset on every refresh, so the team redoes the same scoping multiple times per day
SleekView Kanban
-
Drag a card from
pendingtoconfirmedand Acuity updates in the same step - Column counts double as a live capacity indicator visible across the reception desk
- Save filtered boards per calendar owner, location, or appointment type with their own URLs
- Cards surface client name, time, and type so you triage from a single glance per row
- Status writes route through the plugin's existing Acuity client, no separate API setup needed
Features
What SleekView Kanban gives you for Acuity Scheduling WP
Status columns mapped to Acuity states
SleekView surfaces the four core Acuity appointment states plus any custom states you have set up. Rename each column for display, reorder them to flow with how your team moves a client through the visit, and recolor each one so the board mirrors how staff already think about their day.
Drag updates the Acuity record
Every card move calls the Acuity API through the plugin's authenticated client. The local cache updates first so the board feels instant, the remote call confirms inside a second, and the hosted Acuity account and the WordPress kanban end up with the same booking state every time.
Per-calendar saved boards
Add a filter on the calendar owner field and save the filtered view as its own board. Each calendar owner pins their personal kanban to their workstation while the operations lead keeps the global board open for cross-calendar visibility and capacity tracking during peak hours.
Audience
Where service teams use Acuity kanban first
Therapy practice front desk
The receptionist opens the board, calls every pending booking to confirm, and drags each one into confirmed as the call ends. Cards slide into checked-in as clients walk in. The whole front desk team knows who is in the room and who is about to arrive without any extra coordination.
Coaching session rosters
Coaches save filtered boards that show only their own clients for the next forty-eight hours. They drag a card into checked-in when the session starts, then into a custom completed column at the end of the session so the manager can reconcile billing for the week without spreadsheet work.
Multi-location operations view
Operations leads pin the global kanban on an office monitor and use the column counts as a live load gauge. When pending grows faster than confirmed clears across locations, they reassign staff or open new slots in Acuity before the team falls behind on calls and check-ins.
The bigger picture
Why kanban changes Acuity day to day
Acuity gives you the booking page, the calendar, and the customer portal. Acuity Scheduling WP brings those bookings into WordPress so internal teams can manage them alongside the rest of the site. What it does not give you is a triage screen that matches the daily rhythm of a service business.
The default plugin list is built for record lookup, which is the wrong shape when twenty new bookings land in an hour. A kanban changes that shape. The pending column is the queue.
The confirmed column is the next few days. The checked-in column is the room. The cancelled column is the capacity that just freed up.
Staff stop having to ask what needs attention because the board shows it. Because SleekView writes through the same Acuity API client the plugin already uses, the hosted account and the local cache stay in step automatically. Confirmations made on the kanban appear in Acuity.
Cancellations from the customer portal appear on the kanban. The board becomes the single screen that the team can keep open, instead of switching between tabs or copying booking IDs into Slack threads. Nobody has to remember which postmeta value maps to which Acuity state, because the kanban already shows the mapping by which column a card sits in.
Questions
Common questions about SleekView Kanban for Acuity Scheduling WP
Yes. Every card move calls the Acuity API through the plugin's authenticated client. The local cache updates first, the remote call confirms inside a second, and the hosted Acuity account, the WordPress plugin, and the kanban view all share one consistent state for every appointment.
Acuity processes the cancellation and the plugin syncs the change back into the local appointment table during its normal interval. The kanban reads from that table, so the card moves into the cancelled column automatically during the next board refresh without anyone needing to act in WordPress.
Yes. The card editor lets you pick any field from the local Acuity appointment table, including the meeting URL for virtual visits and the location term for in-person sessions. A common layout reveals these fields on hover so the front desk can see them without leaving the board.
Yes. SleekView Kanban inherits the capability checks the plugin already uses. A user who can change an appointment through the plugin's own admin screen can drag a card on the board. A read-only user sees the board without drag handles, which avoids accidental status changes while browsing.
Yes. SleekView reads every distinct value in the status field, so any custom statuses the Acuity account exposes appear automatically as new kanban columns. You can choose which custom columns to display on the active board and hide the rest without losing them from the data.
The deposit amount and payment status live on the same row in the local cache. Add those fields to the card and the receptionist sees them without opening the booking. Dragging a card into cancelled does not refund the deposit because refunds are handled by Acuity's own rules.
Yes. The kanban grouping field is configurable. You can group by calendar owner so every owner becomes a swimlane, or by location so each branch becomes a column. Saved boards can use different groupings, which lets different roles look at the same data in the most useful shape.
Yes. Acuity Scheduling WP syncs the package and gift certificate references into the local appointment table. Add those fields to the card front and the receptionist sees whether a client is on a package or a gift slot without leaving the kanban or opening the underlying appointment record.
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