Branding & white-label

When you create your workspace, Meridian seeds your brand from your industry. Your primary color starts as an industry-appropriate default (not Meridian gold), and your business name appears on every customer-facing surface immediately. You can deepen this under Settings → Branding at any time.

Upload your logo during onboarding or in Settings → Branding. Once uploaded, it appears in the header and footer of your public site.

Every workspace gets a public site at your business address on meridiancloud.app. This is where customers book, read about your services, and contact you.

You control the homepage content, services list, and service areas through Settings → Site. An About page and FAQ section are also available — both are hidden until you write content for them, so nothing fabricated appears on your behalf.

The homepage hero badge and contact section copy are also yours to set. If you leave them blank, neutral defaults appear — never a claim about licensing, response times, or guarantees that your business hasn’t made.

Sharing your site link on social media uses your real logo and business name for the preview card (Open Graph), not a generic Meridian image.

Every email your customers receive — invoice notices, quote links, booking confirmations, and messages from the messaging composer — is sent in your brand. The header shows your business name and primary color; the footer shows your contact details. No Meridian branding appears in the body.

You can also edit the subject line and body of each email type under Settings → Templates. Changes take effect on the next send.

Under Settings → Sending email you can connect your own domain (e.g. acmehvac.com) so customer emails come from your address instead of the shared Meridian Cloud domain. Connecting a domain shows you the DNS records to add at your registrar; once added, use “Verify now” to check them.

Until a domain is connected and verified, your emails keep sending from the shared Meridian Cloud address — nothing changes for a workspace that skips this. You can set the from-name and reply-to address independently of domain verification, and they take effect right away.

Under Settings → Sending texts you can set a sender label — typically your business name — so every text you send is prefixed with it, e.g. “Best Landscaping: Your crew is on the way.” This applies to reminders, updates, and messages sent from the messages composer.

A workspace that leaves the label unset keeps sending unprefixed texts from the shared Meridian Cloud number, exactly as before. A dedicated phone number per business is on the roadmap; the sender label is the first step and works today with no number setup.

Invoice and quote PDFs are titled with your document names. If you rename “Invoice” to “Bill” or “Quote” to “Estimate” under Settings → Terminology, the PDF heading, file title, and footer all update to match — customers see your name for it, not Meridian’s default.

Under Settings → Terminology you can rename the core entities to match how your business talks: “Job” could become “Visit,” “Appointment,” or “Work order”; “Invoice” could become “Bill”; “Quote” could become “Estimate.” These labels propagate through the sidebar navigation, page headings, and customer-facing PDFs.

The mobile app picks up your labels too — field crew see your names, not the defaults.

Under Settings → Status labels you can rename the built-in status shown on jobs, quotes, invoices, and bookings — for example, changing “Scheduled” to “Booked,” or “Sent” to “Issued.” Leave a field blank to keep the built-in label.

This is a quick, no-setup rename — it changes only what your team and customers read on the status badge. It never changes when a status can move, or how it counts toward money or reports. If you need to add, remove, or reorder the actual stages a job/quote/invoice/booking moves through, build a custom pipeline instead under Settings → Workflows.

Every page in the operator dashboard shows your business name in the browser tab (for example, “Customers · Acme Services”), not the Meridian Cloud platform name.