SleekView Kanban for Bookly
SleekView Kanban reads the Bookly bookly_appointments and bookly_customer_appointments tables, groups every appointment by its status, and lets you drag a card from Pending to Approved, Cancelled, Rejected, or Done with the change written straight back to Bookly.
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Bookly's list view hides the day's actual workload
Bookly stores each appointment as a row in bookly_appointments and the customer-side link rows in bookly_customer_appointments, each with a status column holding values like pending, approved, cancelled, rejected, and done. The default admin view is a calendar plus a flat list, both of which surface time as the primary axis. That is fine for browsing tomorrow but useless for triage: you cannot see at a glance how many appointments are still waiting on your approval or how many of yesterday's approved slots actually closed out as done.
SleekView Kanban reads the same Bookly tables, treats the status column as the grouping axis, and renders one column per status value. Cards show the customer, the service, the staff member, the appointment start, and the total. Per-column counts surface the real backlog so you can see whether today is mostly approved or mostly pending without scrolling. Filters let each staff member open their own board and only see their own appointments.
Drag a card from Pending to Approved and SleekView calls Bookly's appointment update endpoint, which means the customer notification email and SMS configured in Bookly fire, Google Calendar sync runs, and any addons that listen for status changes behave exactly as if you had used Bookly's status dropdown by hand. Drag to Cancelled and the cancellation flow runs, including any refund hook your payment gateway exposes.
Workflow
Set up a Bookly kanban in four steps
Connect Bookly as a data source
Pick the appointment status field
status on the customer appointment table. SleekView lists every distinct value, including custom statuses added by Bookly's Custom Statuses addon, and renders one column per value with live counts.
Choose card fields and colour by urgency
Enable drag-to-update writeback
Sample board
Sample Bookly appointments board
Comparison
Bookly default UI vs SleekView Kanban
Default Bookly admin
- Calendar and list views show time, not status, as the primary axis
- Status changes require opening each appointment row to edit a dropdown
- No way to see how many pending appointments need approval today
- Per-staff filtering exists but does not group by stage of work
- Custom statuses from the Bookly addon are buried in a small column
SleekView Kanban
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Group by Bookly's
statuscolumn on the customer appointment table - Drag from Pending to Approved and the configured email and SMS fire
- Cards surface customer, service, staff, start, duration, and price
- Per-column counts make today's backlog of work obvious
- Custom Statuses addon values appear as their own columns automatically
Features
What SleekView Kanban gives you for Bookly
One column per Bookly status
Pending, Approved, Cancelled, Rejected, and Done render as their own columns with live counts. Values added by Bookly's Custom Statuses addon appear automatically the moment a customer appointment lands in them, so the board always matches your real workflow.
Drag to update appointments
Card writes call Bookly's appointment update endpoint, which means customer notifications, staff notifications, SMS, calendar sync, and any addon hooks listening to status transitions fire exactly as they would from Bookly's own dropdown.
Per-staff filtered boards
Save a separate board per staff member, per service, or per location. Each board only loads and only writes to the appointments in scope, so a single provider can manage their own pipeline without seeing the whole studio's noise.
Audience
Workflows that the kanban shape makes obvious
Morning triage on Pending
Open the Pending column first thing, work through requests in order, and drag each one to Approved or Rejected. The board doubles as a checklist and a workload signal at the same time.
Show-rate visibility
The Done and Cancelled columns make it obvious which services and which time slots actually finish, so you can tune deposit rules, reminder timing, and overbooking thresholds to match reality.
Multi-staff shared screen
Mount a board on a back-office monitor and the whole team sees the same picture: how many requests are pending, who is approving them, and how many appointments still need to be marked done by close.
The bigger picture
Bookings are stages, not just times in the future
Bookly already does the hard parts: it captures the slot, takes the payment, sends the reminder, and links the customer record. What it does less well is help you see the stages those appointments move through. A pending appointment needs approval.
An approved appointment needs to actually happen. A done appointment needs to be marked done so reporting reflects reality. A cancelled appointment may need a refund and a follow-up.
Those four verbs are the entire workflow, and the calendar grid hides them inside a tiny status badge in the corner of each event. A kanban view promotes status to the primary axis of the screen, which means the day's actual workload becomes visible in one look. The team sees how many pending requests are still waiting and reaches for them first.
They see how many approved slots are still outstanding by close of day. They see how many done appointments accumulated. Drag becomes the verb that moves the work forward, and because the writes go through Bookly's existing endpoints, the customer experience and the reporting stay identical to what your staff already trusts.
Questions
Common questions about SleekView Kanban for Bookly
The five values Bookly uses on the status column of bookly_customer_appointments: Pending, Approved, Cancelled, Rejected, and Done. Any custom value added through Bookly's Custom Statuses addon or by your own code appears as its own column the moment an appointment uses it.
Yes. SleekView writes through Bookly's appointment update endpoint, which is the same code path the status dropdown uses inside Bookly's admin. Customer notifications, staff notifications, SMS, Google Calendar sync, and any addon hooks fire normally.
 Yes. Save a board per staff member with a filter on Bookly's staff field and SleekView only loads the appointments assigned to that person. Drags update only those appointments, so a provider can run their own pipeline without seeing the rest of the studio.
 Yes. Group bookings render one card per customer-appointment row, so a class of ten shows as ten cards in the appointment's column. Recurring series each get their own card, which makes it easy to see when a series breaks down or has a status mismatch between sessions.
 SleekView discovers every status the addon has registered and renders one column per value. Colour assignments are preserved, and the order of columns can be reordered by drag inside the board configuration to match the natural flow of your business.
 Yes. Bookly's payment information sits on the appointment row and is exposed as fields you can add to the card. Show the amount paid, the amount due, and the gateway used, so the staff working the Pending column can see deposits at a glance.
 Yes. SleekView reconciles state on a short interval against Bookly, so if a colleague has already moved a card on their screen, you see the new column before your drag conflicts. Optimistic updates revert with a clear inline message if a write is rejected.
 Yes. Each location has its own filter, and a board can be scoped to a single location so the staff there only see and only update appointments at that venue. A head-office board can leave the filter open to see all locations at once with location shown on the card.
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