Training your team

Training lives under Team → Training in the dashboard. It holds your workspace’s course library: every course has a title, a description, an audience, and an ordered list of lessons, and Meridian tracks who has completed what.

Every workspace starts with two courses already in the library. Meridian Cloud Essentials is a thorough walkthrough of running your business on Meridian — setup, customers, jobs, quotes, invoicing, getting paid, paying your crew, and winning more work — written for owners and office staff. Crew Essentials is a shorter, mobile-first course written for whoever is holding a phone in the field: signing in, their schedule, clocking in and out, starting and completing jobs, photos and signatures, texting the customer, getting paid, and expenses and time off. A moving business’s copy of Crew Essentials also includes lessons on running a move day, protecting yourself with photos and a completion signature, and collecting payment before you leave.

Both courses are yours, not ours: owners and admins can rewrite any lesson, reorder or remove lessons, add new ones, or archive either course entirely. Use them as shipped, or turn them into your company’s own onboarding manuals.

Every course — default or your own — has an audience: Everyone, Crew, or Office & admin, set from the course editor. Audience controls who sees the course, on the dashboard and in the mobile app alike: owners, admins, and anyone else who can create or edit courses always see every course, since they’re the ones authoring and assigning them. Everyone else — anyone who can’t create or edit courses — only sees Everyone- and Crew-audience courses; an Office & admin course stays invisible to them.

Meridian Cloud Essentials ships as Office & admin; Crew Essentials ships as Crew. A course you create yourself defaults to Everyone unless you change it.

Open a course and choose a lesson — Meridian remembers where you left off, so “continue” always brings you back to your first unfinished lesson. Mark each lesson complete as you go (and un-mark it if you ticked it by mistake); the course is complete when every lesson is.

Anyone whose audience includes a course can take it. Crew can also see their training on the mobile app — the same lessons, the same progress — under Profile → Training, scoped to the same Everyone/Crew audience they’d see on the dashboard.

Each lesson shows an honest time estimate, and the course shows your overall progress, so a new hire can see exactly how much is left.

Owners and admins create and edit courses from the Training area. A lesson can be written content (formatted text — headings, lists, bold), a video link, or a PDF link. Set an estimated time per lesson, mark a course as required, choose which roles it’s required for, and pick its audience.

To tailor Meridian Cloud Essentials or Crew Essentials, just edit either one like any other course — your changes only affect your workspace.

If you’ve edited a default course and want the original back — or archived it and changed your mind — use “Restore Meridian default” on that course’s page (or the recovery banner on the Training landing page if it’s missing from your library entirely). It replaces the course’s title, description, lessons, and audience with the current Meridian-provided version (your team’s completion records stay). Each default course restores independently. Restoring overwrites your edits to that course, so Meridian asks you to confirm first.

The Training area shows completion across your team — who has finished which course — so you can make training part of onboarding a new hire rather than a wish. The overall completion-rate stat only counts required Everyone- or Crew-audience courses: completions are recorded against crew records, and an Office & admin course is often taken by an owner or admin with no crew record to record it against.

When a crew member finishes a course, the completion is recorded on their crew record too, alongside the rest of their employment history.