Getting started

Go to go.meridiancloud.app and choose “Get started free.” Enter your work email — we send a secure sign-in link, so there’s no password to create or remember.

Click the link in that email and you’re in. (If it doesn’t arrive within a minute, check spam, then confirm with your admin that email sending is configured.)

On first sign-in you’ll name your business, pick your industry, and choose a brand color. Meridian uses your industry to pre-fill sensible services, custom fields, job workflows, and terminology so your workspace already makes sense for your trade — all of it editable later under Settings.

Your color and business name flow straight onto the customer-facing pages (your booking site, quotes, invoices, and emails), so everything is on-brand from day one even before you touch a single setting.

You can also enter a public phone number and email address during setup; those appear on your booking site and customer-facing documents so customers know how to reach you.

Your dashboard is scoped to your business — customers, jobs, quotes, invoices, payments, crew, and reporting all live in one place.

What you see depends on your role: an owner or admin sees everything; an operator, accountant, or crew member sees only the areas their role needs. More on that in “Your team & roles.”