Settings

The Settings page holds your company details and the defaults your website uses across the dashboard. What you set here shows up on estimate and invoice PDFs, at checkout, in lead handling and in the emails your website sends.

This chapter follows the page from top to bottom, then covers the Policies page. Settings for texting, online booking, payroll, posts and reviews live on their own pages.

The Settings page at a glance

The page is a stack of cards. This table lists them in page order.

Card	What it controls
Stripe	Your Stripe connection for card payments, and the iPhones that take payments in person.
Tags	The colored tags you put on jobs, customers, estimates and invoices.
Company info	Your company details, shown on estimate and invoice PDFs sent to customers.
Payments	Who pays the processing fee, and whether customers can tip.
Payment terms options	The payment terms you can choose from.
Leads	Whether a new lead also becomes a customer.
Lead sources	The choices for where a lead came from.
Customer types	The choices for what kind of customer someone is.
Customer emails	Which automatic emails your website sends to customers.
Admin notifications	An email to your admins when an invoice is paid.
Invoice reminders	Automatic emails to customers about unpaid invoices.

Texting settings are on the Settings tab of Messages. See Text messaging.
Booking settings are on the Booking Setup tab of Schedule. See Online booking.
Payroll settings are on the Payroll Settings tab of Employees. See Time clock and payroll.

MeridianAI can read every Settings value and change one at a time. It shows a preview and waits for your yes before any settings change. See MeridianAI.

Stripe and in-person payments

Select Connect with Stripe to take card payments. Payments go straight to your Stripe account. You can still record cash and check payments without it.

After you connect, the card shows a Connected or Test mode badge.
A warning appears if Stripe has not enabled charges on your account.
Disconnect removes the connection.
iPhones taking payments lists each iPhone set up for Tap to Pay on iPhone, with its owner, setup date and last payment. Remove takes an iPhone off the list.

Tap to Pay on iPhone is switched on in the MeridianOS™ app on iPhone, and it needs a full business address in Company info. See In-person payments.

Company info and time zone

The Company info card carries the line Shown on estimate and invoice PDFs sent to customers.

Field	What to know
Company name	Your business name.
Contact phone	The phone number for your business.
Contact email	The email address for your business.
Address	Must be picked from the address suggestions. A suite is allowed.
Default payment terms	The payment terms your business uses by default.
Terms & conditions link	A link to your terms and conditions.
Time zone	The zone your business works in. Dates are worked out in this zone.

There are 16 US time zones to choose from, including Arizona, Alaska, Hawaii, Puerto Rico, Guam and Samoa. The default is Central.
When your address suggests a different zone, the page shows Your address looks like with the suggested zone and Use it.

Payment settings

Switch	Default	What it does
Pass Stripe processing fees to customers	On	Checkout totals include the processing fee, so you receive the full invoice amount. When off, your business absorbs the fee.
Tipping on invoices	Off	Customers can tip when they pay online, and your team can add a tip when collecting.
Apply processing fee to tips	On	Decides whether the processing fee covers the tip too.

Each switch asks you to confirm, and the change takes effect immediately.

The fee amount depends on the payment method. Customers see it on the pay page and on receipts. See Payments.

Four cards hold the lists you pick from in the rest of the dashboard.

Card	What it holds	Rules
Tags	A name and a color for each tag. Tags are shared by jobs, customers, estimates and invoices.	Add, edit or delete. There are 20 colors.
Payment terms options	Starts with Due upon receipt, 7, 15, 30, 45 and 60 days, End of month and End of next month.	Add or remove. Up to 25 options.
Lead sources	Starts with sources such as Phone Call, Repeat Customer, Facebook, Google Search, Website and Flyer. Other is always available.	Up to 30 sources.
Customer types	Starts with Homeowner and Business.	Up to 25 types. Removing a type clears it from the customers using it.

Lead handling

The Leads card has one switch, Add new leads to customers. It is on by default.

On: a lead form submission also creates a customer with Lead status. If the email or phone matches an existing customer, the lead is matched to that customer.
Off: submissions stay on the Leads page until someone converts them.

The switch asks you to confirm and explains the effect before it changes. See Leads.

Customer emails and admin notifications

Each automatic email to customers has its own switch on the Customer emails card.

Email	Default
Lead form confirmation	On
Booking confirmation	On
Appointment reminder	On
Estimate emails	On
Invoice emails	On
Job scheduled	Off
Job completed	Off
Payment receipt	Off

Automatic emails also respect each customer's notification preference, the Automatic notifications switch on the customer. See Automatic messages.

The Admin notifications card has one switch, Invoice paid. When it is on, every admin with an email on file gets an email when a payment is applied to an invoice. It is off by default.

Invoice reminders

Turn on Automatically email customers about unpaid invoices to send reminders on a schedule. Each reminder carries the invoice PDF and a payment link, and reminders repeat until the invoice is paid.

Setting	Default	What it does
Remind after (days unpaid)	7	How many days an invoice stays unpaid before a reminder goes out. Reminders repeat at the same interval.
Send at	2:00 AM	The time of day reminders go out, in half-hour steps, in your business time zone.

Reminders go out once a day at the selected time.
The same invoice is never reminded twice in one day.
When invoice texts are on, a text goes out with the reminder.

Policies

The Policies page holds the legal text on your website. It has two tabs, Terms of Service and Privacy Policy. Each tab is a rich text editor with a link to the live page.

Open Policies and choose the Terms of Service or Privacy Policy tab.
Write or edit the text in the editor.
Select Save changes. The text publishes straight to that page on your website.
Use the link on the tab to check the live page.

A policy with no text shows a line on your website saying it will be posted here soon.
MeridianAI can read and edit either policy. It shows a preview first and waits for your yes.

Updated November 10, 2026.