You can update your payment information directly in QuickerNotes under the Billing section.
Step 1: Go to Settings
Log in to your QuickerNotes account.
In the left-hand menu, click Settings → Billing.
Note: If you don’t see the Billing tab under Settings, it means your user role doesn’t have permission. The permission needed is titled Payment Source. Contact your account admin to enable it.
Step 2: Update Payment Information
Enter your updated card details.
Click Save Card to confirm and store your payment method.
If payment fails or the subscription is cancelled
A failed payment can auto-cancel the property subscription. You can also cancel voluntarily under Properties.
Symptom (failed payment / inactive subscription): Everyone at the clinic suddenly cannot see appointments, clients, forms, or notes. It often looks like a roles or permissions problem (and may affect the master account too).
Fix:
Go to Settings → Billing and update the card if needed.
Go to Settings → Properties and Subscribe again for each location that needs access.
Important — plan when you re-subscribe: If a subscription is cancelled for any reason (failed payment or voluntary cancel), re-subscribing places the property on the current plan. Legacy plans are no longer available for new subscriptions.
This is different from a staff member who never had a role assigned. If only one person is empty and everyone else is fine, check Roles & Permissions first.