Getting started
MeridianOS™ is the business platform Stack Digital builds into your own website. Your customers book, pay and sign on your domain, and you run the day from one login.
This guide walks through the platform from the point of view of the person who runs the business. Read this chapter first, then go to the chapter for the page you have open.
Who this guide is for
- An owner or admin who runs the business in MeridianOS™.
- Office staff who schedule jobs, send invoices and answer customers.
- A new admin who is being trained.
- Anyone deciding what employees should see and be able to do.
Employees have their own, much smaller view. Employee portal describes it so you know what your team sees.
The parts of MeridianOS™
| Part | Who uses it | What it is for |
|---|---|---|
| Your website | Your customers | Booking an appointment, sending a message through a form, paying an invoice, signing an agreement and leaving a review, all on your own domain. |
| The admin | You and your admins | Running the business: the dashboard, schedule, jobs, customers, estimates, invoices, payments, messages and settings. |
| The employee portal | Your employees | Their own schedule, the jobs assigned to them, the time clock, and their hours and earnings. |
| The MeridianOS™ app | Admins and employees | The same account on iPhone, iPad and Mac, with alerts when something needs you. |
All four share one set of records. A booking made on your website shows up on the schedule and on that customer's page, in the browser and in the app.
What Stack Digital sets up for you
Stack Digital builds your website, creates your admin account and moves your existing records into MeridianOS™ before you go live. You do not install or host anything.
Some features are switched on per business, and each chapter says so where it applies. Text messaging is one example. To add a feature, text or email Stack Digital.
Your site may also have features built only for your business. Those are outside this guide. See What is not in this guide.
Roles at a glance
| Role | What it can do |
|---|---|
| Admin | Everything in the admin, in the browser and in the app. |
| Employee | The employee portal and the employee side of the app. Employees see only the jobs assigned to them. |
| Super admin | Held by Stack Digital. It manages admin accounts and the features switched on for your site. |
The one permission you set per employee is Collect payments. See Employees and permissions.
A good order for your first days
None of this order is required. It covers the essentials first.
- Sign in, then turn on two-factor authentication or add a passkey. See Signing in and security.
- Check your company details and defaults in Settings.
- Add your employees and decide who can collect payments. See Employees and permissions.
- Connect your Stripe account so customers can pay you online. See Payments, payouts and refunds.
- Set your services and hours for Online booking.
- Connect your Google Business Profile. See Google Business Profile, reviews and listings.
- Install the MeridianOS™ app and turn on the alerts you want. See The MeridianOS™ apps.
Getting help
Text Stack Digital or email support@stackdigital.com. You reach the team that built your system.
Say which page you were on and what you expected to happen. A screenshot helps.
Related
- 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.
- SettingsEvery card on the Settings page and what each setting controls, plus the Policies page for your terms and privacy policy.
Updated November 10, 2026.