MeridianOS™ documentation
How each part of MeridianOS™ works, page by page. Written for the people who run the business and for anyone learning the admin for the first time.
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Version 1.0, updated November 10, 2026. Screenshots show a sample business.
Start here
- Getting startedWhat MeridianOS™ is made of, what Stack Digital sets up for you, and a sensible order for your first days.
- Signing in and securityHow to sign in, set a password, add two-factor or a passkey, manage admin accounts, and use the app lock.
- Finding your way aroundHow the admin area is laid out: the menu, tabs, the top bar, light and dark mode, and what happens while pages load.
Run the day
- DashboardWhat the Overview tab shows: money collected, jobs, estimates, unpaid invoices, the day's schedule, a map and recent activity.
- ScheduleHow to read the week and month views of the schedule, what the colors mean, and how to reschedule a job.
- Jobs and recurring jobsHow to find, create and manage jobs, what the job page holds, and how recurring jobs, their billing and tags work.
- CustomersFind, add and edit customers, read a customer page, and use tags, addresses, notes, texting and the notification switch.
- LeadsHow website form submissions become leads, how to work the Lead Forms page, and how a lead becomes a customer.
- Online bookingSet up your booking page, see what customers do on it, and learn how each booking becomes a job on your schedule.
Get paid
- EstimatesBuild itemized estimates, send them by email or text, record the customer's answer and turn a yes into a job.
- InvoicesCreate and send invoices, set terms, record payments, and see what reminders and recurring billing do on their own.
- Payments, payouts and refundsConnect Stripe, see how customers pay online, set fees and tips, and handle receipts, refunds, disputes and payouts.
- In-person paymentsCollect on an invoice while you are with the customer, including Tap to Pay on iPhone, bank QR codes, cash and check.
- Expenses, products and servicesEnter monthly expenses by category for your profit numbers, and keep a catalog of products and services for line items.
Your team
- Employees and permissionsAdd employees, edit their details, give them a portal login, decide who can take payments, and see each person's tips.
- Time clock and payrollHow employees clock in and out, how you correct and approve hours, and how to set overtime, pay periods and the payroll export.
- Employee portalWhat your employees see and can do when they sign in: schedule, jobs, invoices, payments, time clock, earnings and review QR code.
Talk to customers
- Text messagingText customers from your business number: the shared inbox, photos, alerts, bulk sends, lists, opt-outs and monthly limits.
- Automatic texts and emailsEvery text and email MeridianOS™ sends on its own, who gets each one, how to switch them on or off, and the Email Log.
- Email marketingBuild, send and schedule email campaigns, manage lists and templates, read the results, and see how limits and unsubscribes work.
- Agreements and e-signaturesTurn a PDF into an agreement, send it for e-signature, and see what the signer does and what the signed record contains.
Grow
- Blog and automatic postsWrite and publish blog posts on your website, draft them with MeridianAI, and schedule automatic posts.
- Google Business Profile, reviews and listingsConnect Google, edit your listing, keep other listings matched, reply to reviews and publish Google posts.
- Social postingConnect Facebook, Threads, LinkedIn, X and Bluesky, then post by hand or on a schedule within each network's limits.
- Review requests and QR codesBuild your review page, send review requests by text, and track scans of each employee's review QR code.
- Website analytics and Google AdsHow to read your website visitor numbers and Google Ads results on the Analytics page, and how to connect Google Ads.
Numbers and MeridianAI
Apps
- The MeridianOS™ apps for iPhone, iPad and MacThe MeridianOS™ app on each device, signing in, what admins and employees can do, and what stays in the browser.
- Notifications and alertsEvery alert MeridianOS™ sends your business: dashboard badges and sounds, push notifications in the app, and alert emails.
Reference
- SettingsEvery card on the Settings page and what each setting controls, plus the Policies page for your terms and privacy policy.
- What runs automaticallyThe work MeridianOS™ does in the background without anyone clicking: what each automation does, when it runs and its rules.
- What is not in this guideWhat this guide leaves out: custom work for your business, your plan and agreement, and changes to your website.
Not finding what you need?
Your site may have a feature built for your business that is not covered here. Text Stack Digital, or email support@stackdigital.com, and the person who built your system will answer.