SleekView Kanban for Bookafy WP
Bookafy WP brings hosted Bookafy bookings into WordPress as a custom post type. SleekView Kanban reads that post type, groups every appointment by status, and writes status changes back to Bookafy through the same authenticated client the plugin already uses.
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Make Bookafy WP feel like a worklist
Bookafy WP stores every synced appointment as a bookafy_appointment custom post type, with the booking status in the _bookafy_status postmeta and the linked customer ID, service, and timestamp in additional meta fields. The plugin gives you a list table to inspect them, but daily booking triage is harder than the list table assumes.
SleekView Kanban points at the same post type and renders four columns by status: pending, confirmed, checked-in, and cancelled. Each card surfaces the customer name from _bookafy_customer_name, the service from the linked term, and the appointment time. Drag a card and SleekView updates the postmeta and calls the Bookafy API through the plugin's client, keeping local and remote in step.
Filter the board by service, staff, or location, and save filtered views as their own URLs. The board lives in WordPress, so it inherits role mapping, capabilities, and the standard nonce checks. No second admin surface, no extra credentials, no API keys leaking across the install.
Workflow
Bookafy WP to kanban in four moves
Add Bookafy WP as a data source
Group cards by status
Lay out the card front
Drag to update both sides
Sample board
A live Bookafy WP board grouped by status
Comparison
Bookafy WP list view vs SleekView Kanban
Bookafy WP list table
- Default Bookafy WP screen is a list table with one row per appointment and tiny status text
- Status changes require opening each appointment, scrolling to the meta box, and saving
- No live count of how many appointments are sitting in each status at any given moment
- Bulk edit only supports trash and delete, never status transitions across many rows at once
- Front desk staff still memorise which Bookafy status maps to which workshop state by hand
SleekView Kanban
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Drag a card and the
_bookafy_statusmeta updates locally and remotely in one move - Filter on staff term to give each team member a personal board at their own saved URL
- Column counts double as a live capacity indicator visible from across the office
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Card layout maps to
_bookafy_customer_name, the service taxonomy term, and the time - Inherits role and capability mapping from Bookafy WP, no extra permission layer to maintain
Features
What SleekView Kanban gives you for Bookafy WP
Status columns that match your Bookafy setup
SleekView reads every distinct status value the plugin stores and surfaces them as columns. Whether you stick to the four core states or have added a custom value through the Bookafy filters, the board picks them up automatically and lets you choose which to display today.
Drag to sync, not just to change
Every card move writes through the same Bookafy API client the plugin already uses. Local postmeta updates first, the remote call confirms within seconds, and the board reconciles itself so you never see a column with a status that the hosted Bookafy account does not yet agree with.
Filter by staff, service, or location
Add a saved filter on staff term, service term, or any custom location taxonomy you have registered. Each filtered board gets its own URL. Pin a different URL to each workstation so the front desk, the operators, and the manager all see the right slice of the same data.
Audience
Where Bookafy WP shops use the kanban first
Multi-location reception desks
Each branch saves a board filtered to its own location term. Receptionists drag pending appointments into confirmed during morning callbacks, then watch checked-ins land throughout the day without ever opening the WordPress admin list view.
Per-practitioner daily boards
Practitioners save filtered views that show only their bookings for the next forty-eight hours. They drag a card into checked-in as soon as a customer arrives, then into a custom completed column once the session is logged for billing later.
Service manager capacity dashboard
The service manager pins the global board on an office monitor and treats column counts as a real-time gauge. When pending grows faster than confirmed clears, they call in extra staff or open slots in Bookafy before queues build up at the front desk.
The bigger picture
Why kanban suits Bookafy WP teams
Bookafy WP gives WordPress access to a hosted scheduling service, but the admin list table is built for record retrieval rather than service triage. When the day starts and the inbox shows twenty new pending appointments, staff need a screen that lets them see and resolve those bookings without clicking into each one. A kanban does exactly that.
Cards in the pending column are the work for the morning, cards in confirmed are the work for the afternoon, and cards in checked-in are the customers in the building. The board collapses the question of what needs attention into a single glance. Because SleekView writes through the same authenticated Bookafy client the plugin already uses, the kanban does not introduce a parallel data path.
Every drag goes through the same code that the plugin uses when staff click save on a standard edit screen. That means audit logs, role checks, and capability filters all behave the same way they always did, and IT teams do not have to approve a second integration just to give the front desk a faster screen. The result is a kanban that feels native to the WordPress install, not a third-party dashboard bolted on the side.
Questions
Common questions about SleekView Kanban for Bookafy WP
It reads from the same bookafy_appointment custom post type and the same postmeta keys the plugin stores. SleekView never copies the data into its own table, so a single drag updates one record in WordPress and that record stays the single source of truth for both the plugin and the hosted Bookafy account.
Yes. The titles you see on the board are display labels that SleekView stores separately from the actual status values. Rename pending to needs callback or checked-in to in session, and the board reflects your language while the underlying Bookafy data continues to use the standard status keys.
SleekView Kanban uses the same edit_post capability that Bookafy WP requires for any standard appointment edit. If a user can change a booking through the plugin's own edit screen, they can drag a card on the board. Users without that capability see the board in read-only mode with drag handles hidden.
Yes. The plugin syncs status changes from the hosted account back into the local custom post type on its normal interval, and SleekView reads from that local copy. A booking cancelled through the hosted dashboard appears as a cancelled card on the WordPress kanban during the next refresh cycle.
Yes. The card editor lets you pick any field from the bookafy_appointment post, including custom postmeta you have added through the Bookafy WP developer filters. Layouts can show name and time on the front, with the meeting link and deposit visible on hover for staff that need them.
Yes. SleekView reads every distinct value in the _bookafy_status field, so any custom status you have registered through the plugin's filter hook appears automatically as a new column. Choose which custom columns to display and hide the rest without removing them from the underlying data.
The board uses optimistic updates with conflict detection. If two staff members drag the same card within the same second, SleekView resolves the conflict by accepting the first write and showing the second user a notice that the booking has already moved. They can refresh and retry with the latest state.
Yes. On a multisite install, each subsite reads its own bookafy_appointment post type and shows its own kanban. The network admin can pin a board at the network level that aggregates appointments across sites, as long as the network has the cross-site query permissions enabled in the SleekView settings.
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