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✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount
✨ New Plugin Alert ✨ SleekRank is now available with €50 launch discount

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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SleekView Kanban board for LatePoint Pro

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

1

Connect the LatePoint tables

SleekView auto-detects the LatePoint bookings table along with the customers, services, and agents tables. The board reads the same rows the LatePoint dashboard writes to, with no export step, no second database, and no polling job. Changes flow in both directions on the same hooks.
2

Pick booking status as the group column

Choose the LatePoint booking status as the kanban grouping. Pending Approval, Approved, Cancelled, and No Show each become a column. The header shows the row count and a running total of appointment prices for the column, giving an instant revenue view across the approval queue.
3

Choose what shows on each card

Pick the LatePoint fields that go on the card face. A common layout uses customer plus service title as the headline, agent plus appointment time as the meta line, and surfaces payment status as a colored dot in the corner of the card body for at-a-glance scanning.
4

Enable drag and drop writeback

Turn on drag updates and a status change on the board writes back to the LatePoint row, fires the LatePoint action hook for the customer email and Zapier webhook, and the agent's calendar reflects the change. The audit log LatePoint writes also captures every kanban-driven update.

Sample board

Sample LatePoint Pro bookings board

Ninety-two bookings across the next ten days, grouped by booking status. Pending Approval needs front-desk action, Approved is locked, Cancelled and No Show hold for refund and follow-up routines.
Pending Approval
22
Eve Larson, Massage Therapy
Agent Sam, Thu 11:00, 95 USD
Pete Holland, Tattoo Consult
Agent Reka, Fri 15:30, 65 USD
Sara Voss, Hair Color
Agent Min, Sat 13:00, 145 USD
Approved
55
Leah Becker, Bridal Trial
Agent Min, Mon 10:00, 220 USD
Tariq Habib, Personal Training
Agent Aria, recurring, 80 USD
Noor Khalil, Brow Tint
Agent Reka, Wed 16:00, 55 USD
Cancelled
9
Janelle Park, Acupuncture
Cancelled by customer, full refund
Erica Vance, Lash Lift
Cancelled 2h prior, deposit kept
Felix Brown, Therapy Session
Cancelled by agent, rebook offered
No Show
6
Theo Park, Couples Spa
Both attendees absent, full charge
Mira Cruz, Bridal Trial
Customer absent, partial charge
Drew Carlson, Quick Cut
Customer absent, follow-up email sent

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_bookings directly 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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