SleekView Kanban for Bookings Pro
SleekView Kanban reads the Bookings Pro reservation table, groups every booking by its status, and lets you drag a card from Pending to Confirmed, Paid, or Cancelled with the change written through Bookings Pro's own update path.
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Bookings Pro reservations hide in a long table
Bookings Pro stores every reservation as a row with a status column whose values are pending, confirmed, paid, cancelled, or completed. The default admin lists those reservations in a flat table sorted by reservation ID with the status as a small column per row, which works for a side hustle and breaks down once you handle dozens of bookings a week.
SleekView Kanban reads the same reservation table and treats the status column as the natural axis to group by. Each card surfaces the customer name, the service, the booked start datetime, the staff member or resource, and the total. Columns mirror your real Bookings Pro statuses, so a glance tells you how many requests still need confirmation, how many are ready for tomorrow, and how many cancellations still owe a refund.
Drag a card from Pending to Confirmed and SleekView calls the same Bookings Pro update path the admin dropdown uses, which fires the confirmation email, updates the booked-slots calendar, and triggers any payment hook you already configured. Drag to Cancelled and the refund and notification flows run through Bookings Pro so payment integrations handle the money side consistently.
Workflow
Spin up a Bookings Pro kanban in four steps
Connect Bookings Pro
Pick the booking status column
status field as the group-by axis. SleekView lists every distinct status and renders one column per value: Pending, Confirmed, Paid, Cancelled, Completed, and any custom states you use.
Choose what shows on each card
Enable drag-and-drop status writes
Sample board
Sample Bookings Pro reservations board
Comparison
Bookings Pro list view vs SleekView Kanban
Default Bookings Pro admin
- Flat reservation list sorted by reservation ID with status as a small label per row
- Status changes require opening each reservation and editing the dropdown one by one
- No visual sense of how many bookings sit at each stage today
- Filtering by status reloads the whole table and loses the staff context
- Per-staff views require manual filters every visit instead of a saved board
SleekView Kanban
-
Groups Bookings Pro
statusvalues into one column per stage with live counts -
Drag from
pendingtoconfirmedwrites through the plugin's own update path - Cards show customer, service, staff or resource, start time, and total at a glance
- Confirmation emails, calendar updates, and payment hooks fire on every drag
- Per-staff and per-service saved views give each provider a focused board
Features
What SleekView Kanban gives you for Bookings Pro
Group by any status field
Use the built-in Bookings Pro statuses or any custom value your workflow has added. SleekView lists every distinct value in the column and renders one board column per status, with counts that update live as you drag cards across stages.
Drag to change reservation status
Move a card from Pending to Confirmed and SleekView calls the same Bookings Pro update path the admin dropdown uses. Confirmation emails, calendar updates, and payment hooks fire so nothing in the lifecycle silently breaks.
Configurable card fields
Pick which reservation fields land on each card: customer, service, staff, start datetime, total, payment status, or any custom intake-form field. Dates, currency, and customer profile links format themselves automatically.
Audience
Workflows the kanban view unlocks for Bookings Pro
Daily confirmation queue
Start each morning on the Pending column, call or message each customer, drag to Confirmed once you have a yes. The board doubles as your shift checklist for the day ahead.
Per-provider boards
Save one board per staff member so each provider sees only their own appointments. The clinic owner keeps an all-staff board for the morning standup and the daily plan.
Deposit chasing
Filter to the Confirmed column to see which reservations still owe a deposit, drag to Paid once the payment resolves, and let the rest age into a follow-up flag without manual tracking.
The bigger picture
Bookings Pro reservations need a board, not a list
A reservations site sells time, not products, and time runs out whether you act on it or not. Bookings Pro stores every reservation cleanly in its own table, but the default admin gives you a list sorted by reservation ID, which is the order they came in, not the order they need attention. That works for a quiet practice and falls apart the moment you have a phone ringing and a deposit window closing.
The board view fixes this by making the only state that matters, the reservation status, the primary axis of the screen. You can see at a glance how many requests still need a confirmation, how many of yesterday's confirmed slots actually paid, and how many cancellations still need a refund. Cards make individual reservations legible at the level of customer, service, staff, start time, and money, which is exactly what a front desk needs.
Drag is the natural verb for moving a reservation from one stage to the next, and because SleekView writes through Bookings Pro's own functions, every drag still triggers the confirmation emails, the calendar updates, and the deposit captures you already configured. List view and board view become two reading surfaces over the same data instead of a tradeoff.
Questions
Common questions about SleekView Kanban for Bookings Pro
Every value the plugin writes to the status column: Pending, Confirmed, Paid, Cancelled, and Completed. Any custom status you have registered through a snippet or extension appears as its own column the moment a reservation lands in it, with no manual mapping required.
Yes. SleekView calls the same update path the admin dropdown uses, so the row in the reservation table changes, confirmation emails fire, calendar updates refresh, and any payment hooks you have configured trigger exactly as if you had used the standard interface.
 SleekView offers an optional confirmation prompt on drags into destructive columns like Cancelled, and any drag can be reverted by dragging back. The refund and notification flows still run through Bookings Pro, so the money side behaves the same way it would from the admin.
 Yes. SleekView reads reservation state on a short interval and reconciles drags against the live record, so if a colleague has already confirmed a booking on their screen, you see the new state before your drag conflicts. Optimistic updates revert cleanly on rejected writes.
 The primary grouping is status, but each card surfaces the staff member, service, and start time, which gives you the same visibility you would get from the calendar without leaving the board. Saved filters scope a board to a single staff member or resource.
 Yes. Payment add-ons hook into the same status lifecycle the board writes to, so deposit captures, payment links, and refunds continue to run on drags. SleekView never bypasses the plugin's own functions, so payment behaviour stays consistent across the admin and the board.
 Yes. Save a filtered view per staff member or location and SleekView renders one board per saved view. Column counts and writes are scoped to the rows in that view, so each provider has a focused screen while the owner has an all-staff board for the standup.
 
Yes. SleekView only loads cards for the columns currently visible and paginates older reservations into a scroll-on-demand tail. Indexing on the status column keeps group counts cheap even for clinics with several years of bookings in the table.
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