Mindbody Notes (Appointment Notes)

UI Label: “Notes”

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.

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