Your first steps in MERIDIQ
This guide gives you a quick overview of everything in MERIDIQ, where to find each feature and what it does, so you can get up and running fast.
✅ What's in this guide
- What you see when you sign in
- Where to find Clients, Record System, Booking System, POS, QMS, Reports, Templates, Marketing, Communication, Apps and General Settings
- How Focus Mode trims the menu down to the pages you actually use
🏠 Where you land
Signing in takes you to Clients, the list of everyone registered at your clinic. You move around MERIDIQ using the left menu, which shows only the systems your subscription includes.
MERIDIQ works on any smart device that is still supported by its supplier.
👥 Clients
The client's view is the core of MERIDIQ. From here you have a complete list of all registered clients with filter options, merge and manual add tools. Each client has their own dashboard where you can manage records, consents and more.
📋 Record System
From the Record System menu you can configure your Registration Portal, Custom Questionnaire, Letters of Consent, Record Templates and Record Configurations.
📅 Booking System
From the Booking System menu you can view your bookings, create schedules for you and your colleagues, share your Booking Page with clients, add services and manage booking configurations.
💳 POS (Point of Sale) System
From the POS System menu you can add products by category, sell products and services, process payments, view receipts and reports, create gift cards and manage POS configurations.
🛡️ Quality Mgmt. System
From the Quality Mgmt. System menu you can create documents and reports and add medical devices.
📊 Reports
From Reports you get a snapshot of records, bookings and POS activity within a selected time period. Use it to track business performance based on client engagement, booking trends and payment summaries. Custom Report lets you build your own report page from the widgets you care about.
📝 Templates
From the Templates menu you manage the wording and images you reuse every day. Record holds your Text and Image templates, SMS holds your SMS templates and E-mail holds your e-mail templates.
📣 Marketing
The Marketing menu is where SMS marketing lives. Overview shows what your marketing brought in, Automations sends messages on a trigger such as a birthday, a follow up or a win back, and Consent shows who has opted in, who has opted out and where each choice came from.
💬 Communication
From the Communication menu you can e-mail your clients, send an SMS and contact our support team with a question, an issue or a feature request.
🧩 Apps
Apps is the place a super-user browses everything that can be added to MERIDIQ, grouped into Essential apps, Billing/Payment, Communication, Clinical Tools and Scheduling & Booking.
⚙️ General Settings & Billing
From General Settings you have access to your Team, Company Information, System Settings, Tax Settings, Billing, Import, SMS/Video Credits, Upgrade Plan, Personal Data Policy and Documents.
🎯 Focus Mode
A long menu is a lot to take in on day one. Focus Mode, at the bottom of the left menu, hides everything except the pages you pick.
- Switch Focus Mode on.
- Click Customize Navigation.
- Choose the pages you want, and group them under your own headings.
Switch it off at any time to bring the full menu back. Nothing is deleted, only hidden.
Updated on: 20/08/2026
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