SleekView Kanban for Calendarista
Calendarista stores appointments in its own tables with statuses for requested, approved, completed, and cancelled. SleekView Kanban reads those rows and renders one card per appointment, grouped by status, drag a card to approve or complete.
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Read Calendarista appointments as a board
Calendarista stores every appointment as a row in cstr_appointments with the customer name, the service, the staff member, the start time, and a status column for requested, approved, completed, or cancelled. The linked customer record sits in cstr_customers and any associated payment lives in cstr_payments with the gateway transaction ID for the booking row.
SleekView Kanban reads those appointment rows and groups them into columns by the status field. The board shows Requested, Approved, Completed, and Cancelled as separate stacks. Each card carries the customer name, the service, the staff member, and the appointment total, so the receptionist sees what they need without opening the appointment screen for every booking that comes in through the front-end form during the day.
Dragging a card writes the new value back to status on cstr_appointments and fires the same Calendarista hook the admin screen fires. Moving a Requested card into Approved sends the approval email the plugin configured, moving into Completed stamps the completion time, and moving into Cancelled triggers the refund flow on the linked cstr_payments row when one exists. The audit log records every drag for accountability.
Workflow
From cstr_appointments rows to a board
Connect SleekView to Calendarista
Pick status as the grouping column
Choose what shows on each card
Enable drag to update status
Sample board
Sample Calendarista appointments board
Comparison
Default appointments list vs SleekView
Default Calendarista list
- Appointments screen is a paginated list sorted by start time with status as a tiny label
- No way to drag a requested booking into approved on a single board surface
- Refund flow runs through the linked payment record outside the appointments screen
- Custom appointment fields are buried behind a per-row modal, not on the card front
- Bulk approval runs through a select dropdown rather than a draggable column move
SleekView Kanban
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Groups
cstr_appointmentsrows on one board bystatusfield - Drag a card to flip status and fire the Calendarista status hook for emails
- Card front shows customer name, service, staff member, and appointment total
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Refund drag triggers the linked
cstr_paymentsrefund flow on the row - Audit log records every drag with user, timestamp, and previous status value
Features
What SleekView Kanban gives you for Calendarista
Real appointment cards
One card per cstr_appointments row with the customer name, service, staff member, start time, and total, plus any custom appointment field you configured on the Calendarista front-end booking form for the customer to fill in.
Drag to update status
Moving a card writes the new value to status on cstr_appointments and fires the Calendarista status hook, so the appointment screen and the staff dashboard read the new value the moment the drag lands on the column.
Per-role saved boards
Scope the board so reception sees Requested and Approved only, staff see their own approved bookings, and the owner sees every status. The underlying cstr_appointments data does not change, only what each role reads on the board.
Audience
Who runs Calendarista appointments on a board
Reception teams approving
Open the board on a tablet, find the customer, drag the card from Requested to Approved. The Calendarista approval email goes out and the appointment screen reads the new value.
Salon and clinic staff
Watch appointments move from Approved to Completed through the day so the staff dashboard reflects the actual run rate and the next available slot for walk-ins.
Finance teams on refunds
Filter the board to Cancelled to clear refund cases against the linked cstr_payments record in a single pass without opening each appointment row by hand.
The bigger picture
Appointments deserve a board, not a list
Calendarista has a clear appointment flow. A customer submits the front-end booking form, the appointment lands as Requested, reception approves it, the customer shows up and the staff member flips it to Completed, and sometimes the appointment becomes Cancelled when the customer no-shows. The plugin stores all of that in cstr_appointments with the status field, but the default reading surface is a paginated list sorted by start time with the status hidden behind a small label per row.
Seeing how many Requested bookings are still unapproved this morning takes a filter, a sort, and a count in your head while the next customer is on the phone asking about a slot. SleekView Kanban turns the same data into a board with Requested, Approved, Completed, and Cancelled as columns, a count per column at the top, and a card per appointment with the customer, the service, and the staff member on the front. Drag a card and the screen reads the new value.
Questions
Common questions about SleekView Kanban for Calendarista
Yes. SleekView reads cstr_appointments directly through the same code path the appointment screen uses, so the front-end form does not need any extra configuration beyond pointing SleekView at the table and choosing the status field as the grouping column for the kanban view.
 Yes. Dropping a card into Approved writes the new value to status on cstr_appointments and fires the Calendarista status hook, so the approval email configured in the plugin settings goes out exactly as it would from the appointment screen. The audit log records the drag too.
 Yes when the linked cstr_payments row exists. Dropping a card into Cancelled triggers the refund flow on the payment record through the same hook the appointment screen uses, so receipts and emails behave exactly as if the cancel was issued from the row. SleekView records the drag.
 Yes. SleekView reads any custom field you added to cstr_appointments through the Calendarista form builder and lets you choose it for the card front. The value matches what shows in the appointment screen because SleekView reads the same row, not a copy stored separately.
 Yes. The board can be filtered to a single staff member ID or a single service for a per-staff or per-service view. The grouping field stays the status, only the filter changes per saved view, so each staff member gets a focused board of their own bookings for the day.
 Yes. Saved kanban views are scoped per role and per capability, so reception can see Requested and Approved only, staff can see their own Approved bookings, and the owner sees every status. The underlying cstr_appointments data does not change, only what each role reads.
 Yes. SleekView reads the distinct values present in the status field and renders one kanban column per value. If you registered a custom status through a Calendarista snippet or a third party add-on, that value shows as a column next to the built-in ones with no extra configuration.
 No. SleekView paginates inside each column and loads card detail on demand, so a salon with several thousand appointments renders the column counts immediately and streams card content as you scroll. Filters and saved views reduce the working set before the board even renders.
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