SleekView Kanban for TidyCal WP
TidyCal WP brings TidyCal scheduling bookings into WordPress as synced records. SleekView Kanban reads those records, groups them by status, and writes drag-driven status changes back to TidyCal through the plugin's authenticated client.
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TidyCal bookings as a clear worklist
TidyCal WP syncs every TidyCal booking into a WordPress side table. Each row holds the invitee name, the booking type, the host, the start time, and the current status. The plugin's admin screen presents that data as a list, which is well-suited for inspection but slow when a wave of bookings hits the inbox at once.
SleekView Kanban points at the same table and renders one card per TidyCal 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 TidyCal API.
Card fronts show invitee, time, and booking type. Filter by host or booking type, save the filtered board, and pin different boards across the team. Status writes go through the plugin's existing client so the hosted TidyCal account and the WordPress kanban share a single source of truth.
Workflow
TidyCal to kanban in four moves
Connect TidyCal WP as data source
Group cards by booking status
Pick what the card shows
Drag to update the TidyCal record
Sample board
TidyCal bookings grouped into real columns
Comparison
TidyCal WP list vs SleekView Kanban
TidyCal WP booking list
- Default TidyCal WP screen is a paginated list with small status text in a column per row
- Status changes take 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, never 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 TidyCal updates in the same step - Column counts act as a live capacity gauge across hosts, visible to the operations lead
- Filter on host or booking type and save the result as a personal kanban URL per host
- Cards surface invitee, time, and booking type so the team triages with a single glance
- Status writes route through the plugin's existing TidyCal client, no extra API key needed
Features
What SleekView Kanban gives you for TidyCal WP
Status columns tied to TidyCal states
SleekView reads the four core TidyCal booking states and any custom states the account exposes. Rename them for display, recolor to match 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.
Drag updates the TidyCal record
Every card move calls the TidyCal 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 TidyCal 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 throughout the day.
Audience
Where teams use the TidyCal kanban first
Sales pipeline triage board
Sales reps work the pending column first thing each morning, calling every new TidyCal 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 paid meetings.
Coaching session rosters
Coaches save filtered boards that show only their own sessions. They drag a card into checked-in when the call starts, then into a custom completed column at the end of the week so the manager can reconcile billing without any spreadsheet back-and-forth or manual lookups.
Operations capacity dashboard
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 TidyCal to protect host capacity and quality.
The bigger picture
Why kanban suits the TidyCal workflow
TidyCal produces a steady stream of bookings on a lifetime deal that many small teams rely on. TidyCal WP brings those bookings into WordPress so internal teams can manage them alongside the rest of the site without context switching to the TidyCal dashboard all day. The default plugin list is built for inspection rather than triage, which works for a single booking lookup but slows down when bookings arrive in waves.
A kanban changes the daily experience. The pending column is the queue. The confirmed column is the work for the next few days.
The checked-in column is the meetings in progress. The cancelled column is the capacity that just opened. Hosts read the board as a to-do list and drag cards as work progresses through the day.
Because SleekView writes through the same TidyCal API client the plugin already uses, the hosted account and the local cache stay in step automatically. Confirmations made on the board appear in TidyCal. Cancellations from the TidyCal portal appear on the board.
The kanban becomes the single screen the team can keep open, instead of switching tabs between TidyCal and WordPress and Slack a hundred times per day.
Questions
Common questions about SleekView Kanban for TidyCal WP
Both. SleekView reads cards from the local TidyCal booking table for speed, then writes back through the plugin's authenticated TidyCal API client whenever a card moves. The hosted TidyCal account and the local copy share one consistent state without any duplicate credential setup.
TidyCal 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 or the data.
Yes. The plugin's normal sync cycle pulls status changes from TidyCal back into the local booking 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 a sync manually from WordPress.
Yes. The card editor lets you pick any column from the local TidyCal booking table, including the meeting URL and the booking type term. A common layout shows invitee and start time on the front, with the booking 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 booking type so each TidyCal 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.
Paid and free bookings appear as the same kind of card. The payment status and amount are stored on the same row, so add those fields to the card and the operations lead sees them without opening the booking. Refunds for paid bookings still flow through TidyCal's own payment processor.
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