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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

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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SleekView Kanban board for Amelia Pro

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

1

Connect the Amelia tables

Point SleekView at the Amelia appointments table and let it auto-detect the joined customer, service, and provider tables. No export, no sync job, no second database. SleekView reads directly from the rows Amelia already maintains and writes back through the same fields.
2

Pick status as the group column

Choose the Amelia status field as the kanban grouping. Pending, Approved, Canceled, and Rejected each become a column on the board, with the row count for each status shown in the header and a running total of revenue from approved appointments displayed above.
3

Choose what shows on each card

Decide which Amelia fields appear on the card face. Most teams pick customer name and service as the title, employee plus appointment time as the meta line, and surface the price tag and payment status as small badges in the corner of the card body.
4

Enable drag and drop writeback

Flip the drag toggle and every status move on the board writes back to the Amelia row, fires the matching Amelia action hook, and queues the confirmation or rejection email the plugin already ships with. Disable on a column to lock it for finance review later.

Sample board

Sample Amelia Pro appointments board

Eighty-three appointments from the last fourteen days, grouped by status. The Pending column needs human approval, Approved is locked once payment clears, Canceled and Rejected stay visible for one billing cycle.
Pending
18
Sarah Chen, Hair Color Refresh
Stylist Maya, Thu 14:30, 95 USD
Daniel Park, 60 Minute Massage
Therapist Lena, Fri 11:00, 120 USD
Aisha Rahman, Consultation Call
Dr Patel, Mon 09:15, 45 USD
Approved
47
Marcus Webb, Annual Checkup
Dr Okafor, Wed 10:00, 180 USD
Priya Shah, Couples Spa Package
Two attendees, Sat 16:00, 320 USD
Tomas Vidal, Personal Training
Coach Reyes, recurring weekly, 60 USD
Canceled
11
Emily Brooks, Yoga Class
Canceled by customer, refund 35 USD
Karim Hassan, Dental Cleaning
Canceled 2 hours prior, no refund
Lila Romano, Tarot Reading
Canceled by provider, full refund
Rejected
7
Holly Tan, Photo Session
Outside service area, refund issued
Bruno Lefevre, Tattoo Consult
Provider unavailable, suggested swap
Yuki Sato, Bridal Trial
Date conflict, rebook offered

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_appointments directly, 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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