Your booking site & intake forms

Every workspace gets a public site and a “Get started” intake form at your business’s address. When someone submits it, Meridian creates the customer and the job for you and notifies your team — no lead falls through the cracks.

Answers a customer gives on the intake form can flow directly into custom fields on the resulting job — see “Custom fields from intake forms” in the Custom fields article.

Forms can ask for photos or a PDF (up to 8 MB) — a customer’s upload is stored privately with their submission and shows up as a download link on the job, customer, quote, invoice, or booking it created.

Customers can request a booking online. The request lands in your dashboard as a real booking you can confirm, cancel, or convert into a job. Confirmation emails go out branded as your business.

The times offered respect your real schedule: slots already taken by other bookings or scheduled jobs show as “Booked” (with room for concurrent work when you have multiple active crew members), the slot length follows the service’s typical duration, and the same availability check runs again at submit — so two customers can’t grab the same time.

The booking page offers the services you author in the site editor (Dashboard → Site → Services) — the same names, descriptions, and order as your public site. A starting price or typical duration appears only when you have set one on the service; if you leave them blank, nothing is shown in their place.

New leads, jobs, accepted quotes, and paid invoices can trigger automatic follow-ups — in-app notifications, Slack pings, emails, or texts. New workspaces start with a few safe, internal “notify the team” automations; edit them under Settings → Automations. See the “Automations” article for the full trigger/condition/action model.

Two time-based triggers run for you every morning: “Day before a job” fires for each job scheduled tomorrow (attach a customer reminder text or email), and “Invoice becomes overdue” fires once when a sent invoice passes its due date unpaid — the invoice is also marked Overdue automatically. Crew members with shifts tomorrow get a “your schedule for tomorrow” push, and owners/dispatchers get a daily alert when shifts in the next 48 hours still need crew.

Dashboard → Site → Page builder turns your homepage into an ordered list of blocks you add, reorder, and edit: a hero, text, photos, a photo gallery, an image-paired-with-text section, your services, FAQ, a call-to-action band, and dividers. Changes stay in a private draft — nothing changes on your live site until you hit Publish.

Photo blocks (image, gallery, image + text) upload straight from your computer — PNG, JPG, or WEBP up to 8 MB per photo — or you can paste an existing https:// image URL instead.

The Design panel (next to the block list) controls the whole page at once: corner radius, section spacing, section background rhythm, and overall page width. It also has a shortcut to upload your site favicon — the same one used across your public site and saved instantly, no separate publish step needed.

“Start from my current site” seeds a draft from your existing homepage content (hero, services, FAQ, contact) so you’re never starting from a blank page. Unpublish reverts your site to the classic template immediately.

Text blocks and the image + text section support basic formatting — headings, bold and italic, lists, quotes, and links — and there’s a dedicated Custom HTML block for pasting your own markup. Everything you write or paste is automatically cleaned before it goes live: scripts, event handlers, forms, iframes, and unsafe links are stripped, and images and links are limited to safe https addresses, so a bad paste can never break or hijack your public site.

Reorder blocks by dragging them (or with the up/down arrows, or the keyboard). Beyond the blocks above there’s a Testimonials block for customer quotes, and a Video block for a YouTube or Vimeo embed — paste the video link and Meridian pulls out the id; the video only loads when a visitor clicks play, and only YouTube and Vimeo can ever be embedded.