SleekView Kanban for Easy Appointments
SleekView Kanban reads the Easy Appointments ea_appointments table, groups every appointment by its status, and lets you drag a card from Pending to Confirmed, Reservation, or Cancelled with the change written through the plugin's own update path.
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Easy Appointments lists hide the day's real work
Easy Appointments stores every appointment as a row in ea_appointments with a status column whose values are pending, confirmed, cancelled, or reservation for blocked slots. The default admin lists those appointments as a flat table sorted by start time with the status as a small column per row, which works for a quiet calendar and breaks down once you have a steady stream of bookings across multiple staff.
SleekView Kanban reads the same ea_appointments table and treats the status column as the natural axis to group by. Each card surfaces the customer name, the service, the worker, the start datetime, and the price. Columns mirror your real Easy Appointments statuses, so the pending stack and the confirmed stack each read as a single number rather than as labels scattered across rows.
Drag a card from Pending to Confirmed and SleekView calls the same Easy Appointments update path the admin uses, which fires the confirmation email and refreshes the front-end calendar. Drag to Reservation to block a slot without an actual booking and the slot is removed from public availability. Per-worker boards keep each provider focused on their own rows without changing how the shared database works.
Workflow
Spin up an Easy Appointments kanban in four steps
Connect Easy Appointments
ea_appointments, the linked workers, services, and locations, and any custom form fields you collect at booking time without manual mapping.
Pick the appointment status column
status field as the group-by axis. SleekView lists every distinct status and renders one column per value: Pending, Confirmed, Cancelled, Reservation, and any custom states you use.
Choose what shows on each card
Enable drag-and-drop status writes
Sample board
Sample Easy Appointments board
Comparison
Easy Appointments list vs SleekView Kanban
Default Easy Appointments admin
- Flat appointment list sorted by start time with status as a small label per row
- Status changes require opening each appointment and editing the dropdown one by one
- No glance count of how many appointments are pending right now
- Reservation blocks and real appointments share a list and need filters to separate
- Per-worker views require manual filters every visit instead of a saved board
SleekView Kanban
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Groups Easy Appointments
statusvalues into one column per stage with live counts -
Drag from
pendingtoconfirmedwrites through the plugin's own update path - Cards show customer, service, worker, location, start time, and price at a glance
- Confirmation emails and calendar availability changes fire on every drag
- Per-worker saved views give each provider a focused board for their own appointments
Features
What SleekView Kanban gives you for Easy Appointments
Group by any status field
Use the built-in Easy Appointments 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 appointment status
Move a card from Pending to Confirmed and SleekView calls the same Easy Appointments update path the admin dropdown uses. Confirmation emails and calendar refreshes fire so nothing in the lifecycle silently breaks.
Configurable card fields
Pick which appointment fields land on each card: customer, service, worker, location, start datetime, price, or any custom intake-form field. Dates, currency, and worker profile links format themselves automatically.
Audience
Workflows the kanban view unlocks for Easy Appointments
Daily confirmation queue
Start each morning on the Pending column, scan new requests, drag the ones that fit into Confirmed. The board doubles as the front desk's checklist for the day ahead.
Per-worker boards
Save one board per worker so each provider sees only their own appointments. The clinic owner keeps an all-workers board for the morning standup and the daily plan.
Manual blocking
Drag a card into Reservation to block a slot for cleaning, maintenance, or worker holidays without entering a fake booking. The front-end availability calendar updates automatically.
The bigger picture
Appointment lists are queues, boards are plans
Easy Appointments captures bookings cleanly. The default admin lists them in start-time order, which works for a one-worker calendar and falls apart the moment two providers, three services, and a phone all want attention. The board view fixes this by making the only state that matters, the appointment 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 completed, and how many slots have been blocked as Reservations for cleaning or maintenance. Cards make individual appointments legible at the level of customer, service, worker, location, start time, and money, which is exactly what front-desk staff and providers need to plan a day. Drag is the natural verb for moving an appointment from one stage to the next, and because SleekView writes through Easy Appointments's own update functions, every drag still triggers the confirmation emails and the calendar availability changes 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 Easy Appointments
Every value Easy Appointments writes to the status column: Pending, Confirmed, Cancelled, and Reservation. Any custom status you have registered through a snippet or extension appears as its own column the moment an appointment lands in it, with no manual mapping required.
Yes. SleekView calls the same update path the admin dropdown uses, so the row in ea_appointments changes, confirmation emails fire, and the front-end calendar availability refreshes 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 notification flow still runs through Easy Appointments, so the customer email behaves the same way it would from the admin.
 Yes. Dragging a card into Reservation, or creating a new card directly in the Reservation column with the worker, service, and time slot, blocks the slot on the front-end calendar without creating a real customer booking. The block is auditable through the SleekView activity log.
 Yes. SleekView reads appointment 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 worker, service, location, 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 worker when needed.
 Yes. Save a filtered view per worker 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-workers board for the standup.
 
Yes. SleekView only loads cards for the columns currently visible and paginates older appointments into a scroll-on-demand tail. Indexing on the status column keeps group counts cheap even for clinics with years of appointments in the table.
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