SleekView Kanban for SavvyCal WP
SavvyCal WP brings SavvyCal scheduling links into WordPress as synced bookings. SleekView Kanban renders those bookings as cards, groups them by status, and writes drag-driven status changes back to the SavvyCal API through the plugin's existing client.
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Make SavvyCal bookings a worklist
SavvyCal WP syncs every SavvyCal booking into a WordPress side table that mirrors the hosted record. Each row tracks the invitee name, the meeting type, the host, the scheduled time, and the booking status in a single column. The plugin shows that data as a list, which is great for inspection but slow for daily triage when bookings come in waves.
SleekView Kanban points at the same table and renders one card per SavvyCal booking. Cards group into columns by status: pending for bookings awaiting host confirmation, confirmed for live meetings, checked-in for meetings the host has marked as started, and cancelled for meetings called off. Drag a card and SleekView calls the SavvyCal API.
Card fronts show invitee, time, and meeting type. Filter by host or meeting type, save the filtered board, and pin different boards across the team. Status writes go through the plugin's existing client so the hosted SavvyCal account and the WordPress kanban share a single source of truth at all times.
Workflow
SavvyCal to kanban in four moves
Connect SavvyCal WP as data source
Group cards by booking status
Lay out what the card shows
Drag to update the SavvyCal record
Sample board
SavvyCal bookings grouped into four real columns
Comparison
SavvyCal WP screen vs SleekView Kanban
SavvyCal WP booking list
- Default SavvyCal WP screen is a paginated list of bookings with small status text per row
- Changing status takes a click into the booking, a dropdown change, and a save round trip
- No live cue for how many bookings sit in each state across the upcoming week per host
- Bulk actions cover delete and trash but not status transitions across many bookings at once
- Filters do not persist across reloads, so the team redoes the same scoping every morning
SleekView Kanban
-
Drag a card from
pendingtoconfirmedand SavvyCal updates in one round trip - Column counts double as a live capacity gauge across hosts, visible to the operations lead
- Filter on host or meeting type and save the result as a personal kanban URL per team member
- Cards surface invitee, time, and meeting type so the team triages with a single glance
- Status writes route through the plugin's existing SavvyCal client, no separate API key needed
Features
What SleekView Kanban gives you for SavvyCal WP
Status columns tied to SavvyCal states
SleekView reads the four core SavvyCal booking states and any custom states the account exposes. Rename them for display, recolor for the team's visual language, and reorder so the board flows from new pending requests on the left to closed-out bookings on the right edge of the screen.
Drag updates the SavvyCal record
Every card move calls the SavvyCal API through the plugin's authenticated client. The local cache updates first for instant visual feedback, the remote call confirms inside a second, and the hosted SavvyCal account and the WordPress kanban end up with the same booking state every time.
Per-host filtered boards
Add a filter on the host field and save the filtered view as a named board. Each host opens their own URL on their device of choice. The operations lead keeps the global view on a second monitor for cross-host capacity tracking and pipeline visibility during peak hours of the week.
Audience
Where teams put the SavvyCal kanban to work
Sales discovery pipeline triage
Sales reps work the pending column first thing each morning, calling every new SavvyCal booking to confirm. Cards slide into confirmed as the calls land. The pipeline lead reads column counts as a live signal of how the team is converting bookings into actual meetings.
Customer success roster boards
Customer success managers save filtered boards that show only their accounts. They drag a card into checked-in when each session starts, then into a custom completed column for the week. The manager reconciles activity into the CRM at the end of the week without lookup work.
Operations capacity wall
The operations lead pins the global kanban on a wall monitor and watches column counts during peak booking windows. When pending grows faster than confirmed clears, they reach out to hosts directly or pause new bookings in SavvyCal to keep the pipeline manageable for the team.
The bigger picture
Why kanban suits the SavvyCal workflow
SavvyCal produces a steady stream of bookings for hosts who do not want to manage their own scheduling page. SavvyCal WP brings those bookings into WordPress so internal teams can act on them alongside the rest of the site. The default list screen is built for inspection rather than triage, which works when you have a handful of bookings to look up but breaks when a dozen new ones land before lunch.
A kanban changes the experience. The pending column is the queue of bookings awaiting host confirmation. The confirmed column is the work for the next few days.
The checked-in column is the meetings in progress right now. The cancelled column is the capacity that just opened up. Hosts read the board as a to-do list and drag cards as work progresses.
Because SleekView writes through the same SavvyCal API client the plugin already uses, the hosted account and the local cache stay in step automatically. Confirmations on the board appear in SavvyCal. Cancellations from the SavvyCal portal appear on the board.
The kanban becomes the single screen that the whole team can keep open, instead of context-switching between a SavvyCal dashboard and the WordPress admin all day long.
Questions
Common questions about SleekView Kanban for SavvyCal WP
Both. SleekView reads cards from the local SavvyCal booking table for speed, then writes back through the plugin's authenticated SavvyCal API client whenever a card moves. The hosted SavvyCal account and the local copy share one consistent state without any duplicate credential setup.
 SavvyCal processes the cancellation and the plugin syncs the change back into the local booking table during its normal interval. The kanban reads from that table, so the card moves into the cancelled column automatically during the next board refresh without manual intervention.
 Yes. Add a filter on the host field and save the filtered view as a named board. Each host opens their own URL and sees only their personal bookings. The operations lead can keep the global board open at the same time without the two views interfering with each other.
 Yes. Team scheduling links create a single booking record with the assigned host stored on the row. The kanban renders one card per booking and lets you filter by assigned host so each team member sees only their share of the team links during the day's triage and confirmation cycle.
 Yes. The plugin's normal sync cycle pulls status changes from SavvyCal back into the local table. The kanban reads from that table, so any dashboard-side change appears on the board during the next refresh interval without anyone needing to trigger the sync manually from WordPress.
 Yes. The card editor lets you pick any column from the local SavvyCal booking table, including the meeting URL and the meeting type term. A common layout shows invitee and start time on the front, with the meeting type on the second line and the URL revealed on hover for the host.
 Yes. SleekView inherits the capability checks the plugin already uses for booking edits. A user who can change a booking on the plugin's own admin screen can drag a card on the board. A read-only user sees the board without drag handles, which avoids any accidental status changes.
 Yes. The kanban grouping field is configurable. You can group by meeting type so each SavvyCal link type becomes a column, or by host so every team member gets a swimlane. Saved boards can use different groupings, so different roles look at the same data in the most useful shape.
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