UI Label: “Note”
Mindbody Notes are appointment-level notes that sync directly between QuickerNotes and Mindbody. They are separate from SOAP Notes and are used for quick operational or administrative comments tied to a specific appointment.
Where Mindbody Notes Appear
You can access Mindbody Notes from:
The Appointments page
On both pages, the Notes button appears directly on each appointment row.
Blue Note Indicator
A blue vertical bar on the left side of the row indicates that a Mindbody Note exists.
Blue bar = a note is present
No bar = no note
Two-Way Sync With Mindbody
Mindbody Notes sync both directions:
Notes written in QuickerNotes appear instantly on the appointment in Mindbody
Notes written in Mindbody sync back into QuickerNotes automatically
Editing a note in QuickerNotes updates it in Mindbody
Clearing a note in QuickerNotes deletes it in Mindbody
This keeps the front desk and providers aligned across systems.
Add, Edit, or Delete a Mindbody Note
Go to Appointments, click Notes on the appointment row, enter or update the text, and click Save.
To delete a note, clear the text and save — this removes it from both QuickerNotes and Mindbody. A blue bar on the left side of the row appears when a note is saved.
Kiosk Codes Appear Here
When a kiosk code is automatically generated for an appointment:
It is inserted as a Mindbody Note
It appears on the appointment row in QuickerNotes
It is also written to the appointment inside Mindbody
The blue bar indicator will appear
This ensures front-desk staff can quickly retrieve the correct code at check-in.
For full details on kiosk behavior, expiration, and QR setup, see:
Kiosk Overview
Manual Short Code (QN:GKK)
Front desk staff can also trigger kiosk generation directly from Mindbody using a short code.
One-Time Setup:
Settings → Property → Enable Appointment Note Short Code Automations
How to Use
Open the appointment in Mindbody.
In the Appointment Note, type:
QN:GKKSave the appointment.
What Happens
A kiosk code is generated for the client’s pending intake forms.
The system indicates whether the intake form has already been completed.
The kiosk code and status are inserted into the Mindbody appointment note.
The blue bar indicator appears in QuickerNotes.
This allows front desk staff to:
Verify form completion status
Generate kiosk codes
Work entirely within Mindbody
No QuickerNotes login is required for this workflow.
For more information, see:
Mindbody Short Codes & Kiosk Workflow
Sync Behavior
QuickerNotes → Mindbody sync is instant
Mindbody → QuickerNotes sync is automatic
If something doesn’t appear, click Sync With Mindbody on the Appointments page
Permissions Required
Users must have the appropriate permissions enabled:
Settings → Roles & Permissions → Notes