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.

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

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.