SleekView Kanban for Setmore WP
Setmore WP mirrors Setmore appointments into a custom table inside WordPress. SleekView Kanban reads that table, groups bookings by status, and writes drag-driven status changes back to Setmore through the plugin's API client, all without leaving the WordPress admin.
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Setmore data, kanban shape, one screen
Setmore WP syncs the Setmore booking calendar into the WordPress database as wp_setmore_appointments rows. Each row holds the customer name, the service, the staff member, the timestamp, and the current status. The plugin's bundled admin screen lays them out as a list, which works for verification but slows the team down when they need to triage daily volume.
SleekView Kanban points at that same table and renders one card per appointment. The cards group into columns by the status column: pending, confirmed, checked-in, and cancelled. Drag a card between columns and SleekView calls the Setmore API through the plugin's existing client, updating both the local cache and the hosted Setmore account in the same step.
Card fronts show customer, time, and service. Hovers reveal the staff member, the location, and the booking note. Filter the board by staff or service, save filtered views, and pin different boards to different rooms. The team works the board, the board works the API, and nobody has to keep two tabs open.
Workflow
Setmore data to kanban in four moves
Pick Setmore WP as the data source
Group by the status column
Choose what each card shows
Move a card to sync Setmore
Sample board
Setmore appointments grouped into four real columns
Comparison
Setmore WP admin list vs SleekView Kanban
Setmore WP admin list
- Default admin screen is a list table with one row per appointment and a small status pill
- Changing status requires opening the booking edit screen, picking a value, and saving
- No visual indicator of how many bookings sit in each state across the upcoming week
- Bulk status changes are not supported, so confirming twenty pending bookings takes twenty saves
- Filters reset on every page load, so the receptionist redoes the same filters all day long
SleekView Kanban
-
Drag a card from
pendingtoconfirmedand Setmore updates in one round trip - Column counts double as a live capacity indicator visible from across the salon floor
- Save filtered boards per staff member, room, or service to match how the team really works
- Card fronts surface name, time, and service so you triage from a single glance per row
- Status writes use the plugin's existing API client, so audit history and rate limits stay intact
Features
What SleekView Kanban gives you for Setmore WP
Status columns mapped to real Setmore states
SleekView surfaces the four booking states Setmore tracks by default and any custom states you have wired through the API. Rename each column for display, recolor for the team's visual language, and reorder to match the natural flow of a customer through your front desk and into the chair.
Drag updates the hosted booking
Every card move calls the Setmore API through the plugin's authenticated client. The local cache writes first for speed, the remote call confirms within a second, and the board reconciles automatically so the hosted Setmore account and the WordPress kanban tell the same story to staff and customers.
Filter and save per workstation
Add filters on staff member, room, or service category, then save the result as its own named board. Pin one URL to each workstation so the colorist sees only colorist bookings, the masseuse sees only massage bookings, and the manager keeps the global board on the office monitor.
Audience
How service businesses run on a Setmore kanban
Salon front desk triage
The receptionist opens the board first thing, calls every pending booking to confirm, and drags each one into confirmed as the call ends. Cards slide into checked-in as customers walk in, so the whole floor knows who is coming next without ever opening the Setmore dashboard.
Per-stylist daily boards
Each stylist saves a filtered board that shows only their bookings. They drag a card into checked-in as soon as their customer sits down, then into a custom completed column at the end of the appointment so the manager can reconcile commissions at the end of the day.
Manager capacity wall
The manager pins the global board on a monitor in the back office and watches column counts during peak hours. When confirmed grows faster than checked-in clears, they call in extra staff or open more slots in Setmore before customers start sitting on the waiting room couch.
The bigger picture
Why a kanban beats Setmore WP's default list
Service businesses live or die on the speed of their daily triage. Setmore WP is great at importing the bookings, but the admin list it ships with is built for verification, not flow. Staff need to know what to confirm, what to cancel, who is in the building, and who is about to arrive.
A list of appointments sorted by date answers none of those questions at a glance. A kanban answers all of them. The pending column is the work for the next hour.
The confirmed column is the work for the rest of the day. The checked-in column is the customers in the building. The cancelled column is the work that just freed up capacity.
Staff stop asking what needs attention because the board already shows them. Because SleekView writes through the same Setmore API client the plugin already uses, the kanban does not introduce a parallel system. The hosted Setmore account, the WordPress plugin, and the kanban all share one source of truth for every booking.
The receptionist works the board, the stylists work the board, and the manager reads the column counts. One screen, one source of truth, and a workflow that finally matches how the day actually unfolds.
Questions
Common questions about SleekView Kanban for Setmore WP
It writes back. Every card move calls the Setmore API through the plugin's authenticated client and updates the local wp_setmore_appointments row in the same step. The hosted Setmore account, the WordPress plugin cache, and the kanban view all share one consistent picture of the booking state at all times.
 The plugin syncs the cancellation back into the local cache on its normal interval, and SleekView reads from that cache. The cancelled card moves automatically into the cancelled column during the next refresh cycle, so staff see the change without anyone having to manually triage the change request.
 Yes. The card editor lets you pick any column the plugin stores. A common layout shows customer name and time on the front line, service and staff member on the second line, and reveals the location and note on hover so the receptionist sees the full picture without opening the booking.
 Yes. SleekView Kanban inherits the capability checks that Setmore WP already uses for booking edits. If a user can change a booking on the plugin's own edit screen, they can drag a card on the kanban. If they only have read access, the board renders read-only with drag handles hidden from view.
 The deposit amount is stored on the same row in the cache table. Add the deposit field to the card and the receptionist sees it on the front of every card. Moving a card into cancelled does not refund the deposit automatically, because deposit handling lives inside the Setmore account and follows its own policy rules.
 Yes. The kanban field is configurable, so you can group cards by service type, by staff member, or by location instead of status. Each saved board can use a different grouping, which lets the receptionist work by status while the manager pins a per-staff capacity board to the office monitor.
 Notifications are configured inside Setmore, not inside SleekView. When the API call updates the booking status, the Setmore account triggers whatever email or SMS automation you have set up for that transition. The kanban respects whatever notification policy the hosted account already enforces.
 Yes. SleekView reads every distinct value in the status column, so any custom status the Setmore account exposes through the API appears automatically as a new kanban column. Pick which custom statuses to surface on the board and hide the rest without losing them from the underlying data.
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