In QuickerNotes, a Property represents a Mindbody Site or location connected to your account. Adding a property allows you to sync appointments, staff, and forms for that specific site.
Permission Required
In Settings → Roles & Permissions, under Properties:
manage: see the Properties page. Without it, Properties doesn't appear in Settings.
create: add a new property.
edit (plus manage): change a property's settings, including its display name. You must also be assigned to that property.
Contact your administrator if you need access.
Step 1: Open the Properties Page
In the left navigation menu, go to Settings → Properties.
You need Properties → manage to see the page and Properties → create to add a property.
Note: If you don’t see the Properties tab under Settings, check your user permissions or contact an admin.
Step 2: Add a New Property
Click Add Mindbody Site.
Enter the Property Name and the Mindbody Site ID.
Click Save to add the new property.
Step 3: Verify Ownership
After saving the property, you’ll need to verify ownership or access to the Mindbody site.
Click Verify Ownership at the top-right of the property you just added.
On the verification page, click Integrate with QuickerNotes.
Important: You must be logged into Mindbody as the site owner. If you aren’t, Mindbody will not allow API access.
Once connected, you’ll see that QuickerNotes has been granted API access for the site.
Step 4: Complete API Verification
In Step 2 of the setup, enter your Mindbody owner username and password.
You’ll receive a verification code by email.
Enter the code in Step 3 to finish the setup.
What Happens Next
Once verification is complete:
Appointments begin syncing
Staff data is imported
Forms are available for that property
You can then activate a subscription for the property if needed.
Renaming a Property (Property display name)
You can change the clinic name QuickerNotes shows for a property. This only changes the name in QuickerNotes. Your Mindbody site isn't renamed, and a Mindbody sync won't replace the name you saved.
Go to Settings → Properties.
Find the property. The Property display name field is under its name; you don't need to expand it.
Type the new name.
Click Save name. You'll see Property name updated.
Where the new name appears
The property heading on the Properties page
Notes and SOAP Forms when you view or print them, if the property has no logo (a logo shows instead of the name when one is uploaded)
Superbills
Property names in intake form template service lists, if you have more than one property
The name changes on existing notes too, the next time you view or reprint them. The note itself isn't edited. Copies you already printed or downloaded keep the old name.
Intake form emails and the Kiosk page use your account's business name, not the property display name, so they don't change.
Rules for the name
It can't be blank. Extra spaces at the start or end are removed.
Up to 255 characters, on one line.
Two properties can have the same name.
Capital letters
The heading on the Properties page always capitalizes the first letter of each word. For example, "acme wellness" appears as "Acme Wellness" there. The Property display name field shows exactly what you saved. Type the name with the capitals you want on notes and superbills.
Don't see the field? You see the name but no field or Save name button if you don't have Properties → edit or aren't assigned to that property. If you lose access before saving, you'll see "You do not have permission to edit this property."