Meridian: scheduling

1Connect your calendar

1. Open Meridian and press Connect calendar. Google and Microsoft both work. Meridian reads free and busy so nobody can book over your existing meetings, and writes the new booking back.
2. Connect Zoom if you meet on video. Every booking gets its own Zoom link in the confirmation automatically. Google Meet and Microsoft Teams work too.

2Create your first booking link

1. Press New event type. An event type is one kind of meeting: "Intro call, 30 minutes" or "Portfolio review, 1 hour". Each gets its own link.
2. Set your rules. Which days and hours you take this meeting, buffer time between meetings, minimum notice so nobody books you in ten minutes, and how far ahead people can book.
3. Add intake questions. Whatever you ask (budget, address, how they heard about you) can map straight into contact fields, so answers land in the CRM instead of a notes doc.
4. Publish and share the link. Put it in your email signature, your website, and your texts.

3Book whole teams

Round robin

One link that spreads meetings across the team. Four strategies: max availability, least busy, weighted, and priority. Owner-sticky routing means a known contact books their own account manager automatically instead of a stranger.

Collective

One link that only offers times when everyone required is free. For panels and joint calls.

The whole-team page

A public page on an unguessable link where anyone can book a group meeting against the whole team's intersection of free time. Real invitations go to everyone, and you can rotate or kill the link any time.

Routing forms

A short quiz that sends each visitor to the right person, event type, or page. Qualify first, book second.

Team page

The Team page's Booking links tab lists every teammate's published links with copy buttons, so nobody DMs around asking for a link.

4After the booking

1. The contact and deal handle themselves. A new booker becomes a contact automatically, intake answers land in their fields, and the event type can open a deal in the right pipeline.
2. Reminders do the chasing. Email and text reminders go out on your schedule so people actually show. They send from your own brand.
3. Reschedules and cancellations stay in sync. The visitor uses the links in their confirmation; calendars and records update everywhere.

Paid bookings

Charge at booking time into your own Stripe account, the one you connect in Collect. The time is held while the booker pays, and the meeting confirms once the payment goes through. Good for consultations.

Analytics

Volume, no-show rate, revenue, per-host and per-event performance, and how often bookings turn into deals.

Override links

A private one-off link for an out-of-hours exception, without changing your public availability.

5Before and after every meeting

1. Turn on Sam preps you before each meeting. On the Meridian overview, under Your assistant. Pick how early the brief arrives (an hour by default) and whether it is also emailed to you. It covers bookings and every meeting on your connected calendar with a contact on the invite; meetings with only teammates get none.
2. Read the brief where you are. It lands on the meeting in Your meetings and on the contact's Meetings tab, and your phone tells you it is ready. It covers who they are, their company and deal stage, the last touch, open tasks, your recent email with them, what past meetings decided, and talking points. Only you see it: it is written from your own email.
3. After the meeting, add your notes. If Sam did not record it, you get an Add notes prompt. Jot down what happened in any shape and the AI turns it into a summary, action items and a follow-up email.
4. Put the recap to work. From any recap, recorded or typed: save it as a note on the contact and the deal (with a link back to the full recap), make the action items tasks for whoever owns them, and write the follow-up in the composer, as a reply in your latest thread with them, or into your Outlook drafts. Nothing happens until you click.