SleekView Kanban for Amelia Pro
SleekView reads your Amelia appointments table, groups each row into a column based on its status, and renders one card per booking with the customer name, service, employee, and price. Drag a card from Pending to Approved and the appointment status updates instantly.
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Amelia bookings are stateful, lists hide that
Amelia Pro stores every appointment in wp_amelia_appointments with a status column that moves through Pending, Approved, Canceled, and Rejected as customers book and your team confirms. The default Amelia dashboard shows a calendar grid and a flat list, neither of which makes it obvious how many requests are waiting on a human, how many got rejected last week, or which approved sessions are about to start.
SleekView points at the same wp_amelia_appointments table that Amelia already writes to, joins it to wp_amelia_customer_bookings for the attendee name, wp_amelia_services for the service title, and wp_amelia_providers for the employee. The status column is the natural grouping field, so each appointment becomes a card and each status becomes a column on the board.
Drag a card from Pending into Approved and SleekView writes status = approved back to the row, fires the same hooks Amelia fires on a manual approval, and triggers the confirmation email exactly like the native panel would. Cards that match multiple bookings under one appointment stay grouped, and recurring appointments keep their parent link so a single drag updates the series.
Workflow
From Amelia table to live kanban in four steps
Connect the Amelia tables
Pick status as the group column
Choose what shows on each card
Enable drag and drop writeback
Sample board
Sample Amelia Pro appointments board
Comparison
Amelia calendar vs SleekView Kanban
Default Amelia calendar
- Calendar grid shows time slots but hides how many requests are waiting on approval
- Status changes happen inside a modal one row at a time, no bulk drag across columns
- No revenue total per status column, you compute it manually in a spreadsheet later
- Pending and rejected appointments mix into the same monthly view and clutter planning
- Mobile staff view collapses to a list that loses the visual queue of unconfirmed work
SleekView Kanban
-
Reads
wp_amelia_appointmentsdirectly, no export step or third party sync -
Group by
status,serviceId,providerId, or any custom field - Drag writeback fires the same hooks Amelia fires on manual status changes
- Card titles can pull from joined customer, service, and provider tables in one query
- Per column totals roll up appointment price for live revenue forecasting
Features
What SleekView Kanban gives you for Amelia Pro
Status columns that match Amelia
Pending, Approved, Canceled, and Rejected map one to one with the values Amelia writes to the status field. Add a custom status from Amelia settings and the board picks up a new column on the next refresh without any extra config.
Drag to approve or reject
Pull an appointment from Pending into Approved and SleekView updates the row, fires the Amelia hook chain, and sends the approval email through the plugin's existing notification template. Reject works the same way and keeps the audit trail intact.
Revenue per column at a glance
Every column header shows the count plus the sum of appointment prices in that status. See how much approved revenue is on the books for the week, how much sits unconfirmed in Pending, and how much was lost to cancellations in one frame.
Audience
Where Amelia teams use kanban every day
Salons triaging walk-in requests
Front-desk staff watch the Pending column, drag fresh bookings into Approved as stylists confirm, and move no-shows to Canceled without leaving the board. Faster than swapping into the modal for each row.
Clinics managing intake
Receptionists see every Pending intake form as a card, drag it to Approved once insurance is verified, and surface the patient name plus referring provider as the card meta line for quick eyeballing.
Coaches reviewing consult requests
Solo consultants triage a week of incoming calls in one view, approve the ones that match their availability, and reject conflicts with a single drag so the customer gets the rejection email auto-sent.
The bigger picture
Why Amelia teams switch to a kanban view
Amelia ships a strong booking engine but its dashboard treats every appointment as a row in a calendar grid, which works for time scheduling and works poorly for triage. The moment you have more than ten Pending appointments at once the calendar stops being useful, because the status of each booking is no longer the dominant question. The dominant question becomes which ones need human attention right now.
A kanban board answers that visually in a way no list or calendar can match. Cards in the Pending column shout for action, cards in Approved fade into the background, and the count in each column header becomes a working signal for staffing. Receptionists stop clicking into each row to change a status, they drag.
Owners stop building spreadsheets to total approved revenue per week, they read the column header. The same Amelia data, the same writeback hooks, just a layout that matches how the work actually flows from request to confirmation to delivery.
Questions
Common questions about SleekView Kanban for Amelia Pro
Yes. SleekView updates the same status column Amelia reads, calls the same action hooks Amelia fires on a manual approval or rejection, and the confirmation, cancellation, and rejection emails go out through Amelia's own notification engine. Nothing is mirrored to a side database.
 Any value that appears in the Amelia status field becomes a column the next time the board refreshes. If you add a new status like On Hold in Amelia settings, you do not need to touch SleekView config. The column appears, with its own count and totals, automatically on next load.
 By default a drag updates the single appointment row you grabbed. You can flip a recurring mode on per board so dragging the parent appointment moves every child instance in the series to the new status, which is the right behavior for course bookings or weekly therapy sessions that share one approval decision.
 Yes. SleekView fires the same Amelia action hook that a manual status change in the back office fires, which is what triggers the notification engine. Approval emails, rejection emails, and the SMS add-on all behave the same way as if you had clicked through the native modal.
 A group booking renders as a single card with attendee count in the meta line. The card pulls the service title and the lead customer name as the title, then surfaces the attendee count as a small badge so you can see at a glance whether the slot is half full or close to capacity.
 Yes. Card faces accept up to four fields, so a common layout puts the customer plus service as the title, the employee and time as the meta line, the price as a corner badge, and the payment status as a colored dot. Cards stay scannable while exposing the fields that matter most.
 If a logged-in user has the Amelia Employee role and is restricted to seeing their own appointments, the kanban board honors the same query restriction. Staff see only cards tied to their provider record, and admins see everything. No separate ACL config is required.
 Amelia events live in a separate table with their own status column. SleekView treats events as a second board source. Point a board at the events table, pick its status as the group column, and you get a parallel kanban for event bookings without affecting your appointment board.
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