SleekView Kanban for BirchPress Pro
SleekView reads the BirchPress bookings table, groups every row by its appointment status, and shows the customer, service, and provider on each card. Drag a Pending card into Confirmed and the BirchPress row updates, the confirmation email fires, and the iCal feed reflects the change.
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BirchPress runs lean with status, service, provider
BirchPress Pro stores every booking in wp_bp_appointments with a status column that moves through Pending, Confirmed, Cancelled, and Completed. The plugin keeps it deliberately simple, with a single appointments table and a small schema. Service definitions live in the BirchPress settings, providers are mapped through the assignments tables, and the customer information is captured on the appointment row itself.
SleekView reads the same wp_bp_appointments rows directly and groups by the status field. The four BirchPress statuses become the four kanban columns in the order an appointment naturally moves left to right. Cards pull the customer name and the service title from the assignment join for the headline, surface the provider name plus the appointment time on the meta line, and show payment status as a colored dot in the corner of the card body for at-a-glance scanning across the queue.
Drag a card from Pending into Confirmed and SleekView writes the new status to the BirchPress row, fires the BirchPress action hook for the confirmation email, and the iCal feed your providers subscribe to updates on its next refresh. The Completed column is the natural end of the flow, so providers can mark sessions delivered with a drag at the end of the day instead of opening the appointment edit screen and clicking through a status dropdown.
Workflow
BirchPress Pro to kanban in four steps
Connect the BirchPress tables
Pick status as the group column
Choose what shows on each card
Enable drag and drop writeback
Sample board
Sample BirchPress Pro appointments board
Comparison
BirchPress dashboard vs SleekView Kanban
Default BirchPress list
- Default list view shows appointments by date, hides how deep the confirmation queue is
- Status changes happen one row at a time inside the appointment edit screen
- No column header totals for appointment value across the four BirchPress statuses
- Completed appointments mix with active ones unless you toggle a filter every time
- Provider view is a tabular list, no kanban-style visual queue for daily triage
SleekView Kanban
-
Reads
wp_bp_appointmentsdirectly with the provider assignment join in place -
Group by
status,provider_id,service_id, or any BirchPress custom field - Drag writeback fires the BirchPress action hook for the confirmation email engine
- Column header shows row count and appointment value total for live revenue tracking
- Card faces surface payment state and deposit owed as colored dots in the card corner
Features
What SleekView Kanban gives you for BirchPress Pro
Drag through confirmation
BirchPress appointments naturally flow Pending to Confirmed to Completed. The board shows that flow as a left-to-right column order, and the most common BirchPress action becomes a one-second drag. The row updates, the email fires, the iCal feed updates on next refresh, no modal trip required.
Mark completed with a drag
Providers mark delivered sessions complete at the end of the day by dragging cards from Confirmed into Completed. The BirchPress row updates, any follow-up email template configured for the Completed status fires, and the audit log captures the change exactly as it would on a back office update.
iCal sync stays correct
BirchPress feeds providers their daily schedule through an iCal feed each device subscribes to. Drag writeback updates the appointment row the iCal feed reads, so the next refresh on the provider's device reflects the new status without any duplicate sync or extra integration.
Audience
Where BirchPress teams use the board
Clinics confirming patient bookings
Receptionists drag Pending appointments into Confirmed as insurance verifies, and the BirchPress confirmation email sends through the plugin's own template. Cards show the appointment price for fast revenue scanning during the day.
Therapists marking sessions complete
At the end of each day therapists drag the day's Confirmed cards into Completed in one pass. The BirchPress audit log records who marked which session done, and any post-session follow-up email template fires on the same action hook.
Consultants confirming discovery calls
Solo consultants scan Pending each morning, drag the matching slots into Confirmed, and cancel duplicates. The BirchPress confirmation email goes out per card without anyone clicking into the appointment edit screen even once.
The bigger picture
Why BirchPress teams pick a kanban view
BirchPress Pro keeps its data model lean, which is part of its appeal. A clean appointments table with a single status column is exactly what a kanban view wants. Many BirchPress installs run in the back office on a list view that shows appointments by date, with a status filter to focus the view.
The list works fine for low volumes and starts to friction as the daily count grows. By the time a clinic is doing forty appointments a day the list becomes a scrolling, scanning job to figure out which appointments need confirming. A board flips the primary axis from date to status, which is the question that matters first thing in the morning.
BirchPress already has the right four statuses, the kanban view simply renders each as a column and lets reception drag cards across to update the BirchPress row. Nothing else changes. The confirmation email engine, the iCal feeds providers rely on, the BirchPress reports, all run on the same hook the back office runs them on.
The board becomes the daily triage tool while the back office stays the audit trail.
Questions
Common questions about SleekView Kanban for BirchPress Pro
Yes. SleekView writes to the same BirchPress row the back office reads. Drag a card from Pending to Confirmed and the BirchPress back office reflects the new status on its next refresh with no manual sync step, no duplicate row on the side, and no parallel data store to maintain.
 Yes. The BirchPress notification engine listens to the same appointment status change action a drag fires on. The confirmation email template sends through BirchPress's own template engine with the same merge tags it uses on a back office status change from inside the appointment edit screen.
 Yes. The iCal feed BirchPress generates reads from the same appointments table SleekView updates. After a drag, the provider's iCal client picks up the new status on its next refresh cycle, which is usually every few minutes depending on the calendar app's polling rate.
 Yes. When a logged-in WordPress user is mapped to a BirchPress provider, the board scopes the query to that provider's appointments only. The user sees only their own cards, while admins continue to see every appointment across every provider on the same board view.
 Custom field answers appear in the card detail panel when you click the card, and you can surface up to two values on the card face. A common pattern is to show a small intake badge if the customer answered every required form field, with the full answers visible inside the card detail panel.
 Yes. Recurring appointments appear as linked cards. By default a drag updates the single occurrence you grabbed. A board setting lets you cascade the change down a recurring series, which is the right behaviour for weekly therapy or rehab plans sharing one confirmation decision.
 BirchPress payment status is tracked on the appointment row alongside the appointment status. A drag updates the status field only, leaving the payment row untouched. The card face shows the payment dot so providers can see at a glance whether a Confirmed appointment is paid or not.
 Yes. BirchPress reports read from the same appointments table SleekView updates. Status changes made through the kanban board appear in the reports module exactly as status changes made through the appointment edit screen do, with the audit log capturing who made each change and when.
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