Meridian Help
For service advisorsScreens

The schedule

The week grid, appointment chips and statuses, the detail panel, and the Day Sheet.

Service advisors

Service → Schedule is the shop's calendar — a week at a glance, one column per day, with every appointment as a color-coded chip.

  1. Week navigation — arrows step a week at a time; Today snaps back. On a phone the grid becomes a day-picker strip with a single-day list.
  2. Appointment chips — time, title, customer, vehicle, and tech, colored by status: Scheduled (blue), Confirmed (green), Checked In (yellow), In Progress (orange), Completed (gray), No Show (red), Cancelled (struck through).
  3. New Appointment — the header button, the + on any day header, or the dashed + Add in an empty day all open the same form: title, date/time, duration, type, customer lookup, vehicle, and tech.
  4. The detail panel — click a chip for the appointment's full info plus its actions: Create Work Order (or View Work Order once converted), Send Confirmation Email, the status chips, Delete appointment, and View / Edit details.
  5. Day Sheet — prints today's appointment list for the counter clipboard.