SleekView Kanban for LatePoint Pro
SleekView reads the LatePoint bookings table, groups each row by its booking status, and shows the customer, service, and agent on the card. Drag a Pending Approval card into Approved and the LatePoint row updates, the email goes out, and the agent's daily schedule reflects the change.
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LatePoint tracks status, agent, and price per row
LatePoint Pro stores every booking in wp_latepoint_bookings with a status column that cycles through Pending Approval, Approved, Cancelled, and No Show. Service info lives in wp_latepoint_services, the assigned team member in wp_latepoint_agents, and the customer in wp_latepoint_customers. Payment state lives on the booking row alongside the appointment price. The default LatePoint dashboard is a calendar grid with a separate bookings list, which works for scheduling and forces a modal trip for every status change.
SleekView reads the same rows, joins customer, service, and agent in one query, and uses the LatePoint status field as the natural group column. The four LatePoint statuses become the four kanban columns. Card titles pull the customer name and the service title for the headline, the meta line shows the agent and the appointment time, and the corner of the card surfaces payment status as a colored dot so unpaid Approved bookings are easy to spot.
Drag a card from Pending Approval into Approved and SleekView writes the new status to the LatePoint row, fires the LatePoint action hook for the approval email and Zapier webhook, and the agent's calendar reflects the change. No Show is handled the same way, so receptionists can flag missed appointments straight from the board and trigger whatever follow-up sequence the business has set up inside LatePoint or its Pro add-ons.
Workflow
LatePoint Pro to kanban in four steps
Connect the LatePoint tables
Pick booking status as the group column
Choose what shows on each card
Enable drag and drop writeback
Sample board
Sample LatePoint Pro bookings board
Comparison
LatePoint dashboard vs SleekView Kanban
Default LatePoint dashboard
- Calendar grid plus list table shows time slots, hides depth of the approval queue
- Status changes require opening the booking modal, picking from a dropdown, and saving
- No column header totals for appointment value across the four LatePoint statuses
- No Show is buried under a status filter, no visible split from active appointments
- Mobile dashboard collapses to a list that loses the queue at a glance
SleekView Kanban
-
Reads
wp_latepoint_bookingsdirectly with customer, service, and agent auto joined -
Group by
status,agent_id,service_id, or any LatePoint custom field - Drag writeback fires the LatePoint action hook for emails, SMS, and Zapier webhooks
- Column header shows row count plus appointment value totals for live revenue tracking
- Card faces surface payment state and deposit owed as colored dots in the card corner
Features
What SleekView Kanban gives you for LatePoint Pro
Drag through the approval flow
Pending Approval, Approved, Cancelled, and No Show sit left to right in the order LatePoint bookings actually move. The most common LatePoint action becomes a one-second drag, the row updates, the customer notification fires, and the agent's calendar reflects the new status without anyone touching the booking modal.
No Show with a single drag
Flagging a missed appointment is a one-second drag from Approved to No Show. The LatePoint row updates, the follow-up email template fires through LatePoint's notification engine, and any partial charge rule you have configured runs as if you had used the booking modal.
Per agent swim lanes
Switch the board into agent swim lane mode and each column splits horizontally by assigned agent. Reception can see which agent has fifteen pending bookings piling up versus who has a quiet day, and drag cards into another agent's lane to reassign with one drop.
Audience
Where LatePoint teams use the board
Salons triaging walk-ins
Reception watches Pending Approval all morning, drags customers into Approved as agents confirm chair availability, and pushes no-shows after the cutoff time. The LatePoint email engine fires the correct template per drag with no modal trip.
Service teams tracking no-shows
Agencies move missed appointments to No Show with one drag, which fires the follow-up sequence and updates the customer's no-show count inside LatePoint. The pattern becomes visible immediately because No Show is a real column, not a buried filter.
Consultants approving discovery calls
Solo consultants scan the Pending Approval column each morning, approve the matching ones with one drag, and cancel duplicates. The LatePoint approval email goes out per card without anyone clicking into the back office modal once.
The bigger picture
Why LatePoint teams adopt the kanban view
LatePoint Pro is built around a calendar primary view, which works for scheduling and works against fast triage. The moment you have twenty appointments waiting on Pending Approval the calendar stops being the right tool, because the dominant question is no longer when each appointment is happening but which ones need a human decision right now. The kanban board flips the primary axis from time to status, which is exactly the question reception needs to answer at the start of every shift.
Drag writeback closes the loop. Every status change on the board writes to the same LatePoint row a modal would write to, fires the same action hook the LatePoint notification engine listens to, and the same agent calendar sync updates as if you had used the back office. The board never replaces the LatePoint calendar, it sits next to it as a triage view.
Owners running multi-agent days get the additional benefit of swim lanes, which let them rebalance load across a team's day with a few drags instead of a list of who has how many bookings where in the back office.
Questions
Common questions about SleekView Kanban for LatePoint Pro
Yes. SleekView updates the same LatePoint row the back office reads, fires the matching action hook for the customer email, and the agent calendar sync runs on the same hook a manual status change fires on. The back office reflects the new status on its next refresh with no separate sync step or duplicated data.
 Yes. The LatePoint notification engine listens to the same booking status change action a drag fires on. The approval and rejection email templates send through LatePoint's own template engine using the same merge tags they use on a back office status change inside the booking modal.
 If you have configured custom statuses inside LatePoint Pro, any value that appears in the booking status column becomes a kanban column the next time the board loads. No SleekView config change is needed. The new column shows up with its own row count and revenue total above the cards.
 Yes. Dragging a card to No Show fires the same LatePoint action hook a back office No Show change fires. The follow-up email template, any partial charge rule, and the customer's no-show counter all update through LatePoint's own logic, with the audit log capturing the kanban-driven change.
 Yes. When a logged-in WordPress user is mapped to a LatePoint agent, the kanban board scopes the query to that agent ID. The user sees only cards tied to their own bookings, while admins continue to see every booking across every agent on the same board without per-user config.
 Yes. The Zapier integration listens to the same booking status change action SleekView fires on a drag. When you drop a card into Approved, the Zapier webhook configured for the Approved trigger runs as if the change had been made through the LatePoint back office modal.
 Custom field answers appear in the card detail panel when you click the card, and you can surface up to two field values on the card face. A common pattern is to show a small intake badge if the customer completed the form, with the full answers visible inside the detail panel.
 Yes. Recurring bookings appear as linked cards on the board. By default a status change applies to the single occurrence you dragged. A board setting lets you cascade the change down a recurring series, which is the right behaviour for weekly therapy or course bookings sharing one approval.
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