Admin User Guide

Meridian Professional

This guide covers everything you need to manage appointments through the admin panel. Use the contents on the left to navigate to any section.

Overview

The Meridian Professional admin panel gives you complete control over client appointments across all professionals. You can review new bookings, confirm or cancel appointments, block dates for office closures or individual availability, and check real-time slot utilisation.

The panel is divided into four areas: Appointments, Calendar, Block Dates, and Availability. Each is accessible from the left-hand navigation or the tab bar at the top of the main area.

Demo version: A read-only demo of the admin panel is available for sharing with stakeholders. In demo mode all controls are disabled and no data can be changed.

Signing In

The admin panel is protected by a username and password. Navigate to your admin URL and enter your credentials to access the panel.

  1. 1Go to your admin URL in a browser.
  2. 2Enter your username and password and click Sign In.
  3. 3You will be taken directly to the Appointment Management dashboard.
  4. 4To sign out, click ← Sign out at the bottom of the left sidebar.
Security: Always sign out when using a shared or public computer. Your session remains active until you explicitly sign out or close the browser.

Dashboard

At the top of the main area, four summary cards give you an at-a-glance view of your appointment pipeline:

CardWhat it shows
Total ApptsAll confirmed and pending appointments (cancelled excluded).
This MonthActive appointments scheduled within the current calendar month.
This WeekActive appointments scheduled within the current week (Sun–Sat).
Revenue (£)Combined fee value of all active (non-cancelled) appointments.

Click 🔄 Refresh in the Appointments tab to recalculate these figures after making changes.

Appointments

The All Appointments tab shows a full table of every booking. Each row displays the reference, client name, service, professional, date, time, fee, and status.

Use the All Statuses and All Professionals dropdowns to filter the list. You can combine both filters simultaneously.

Click View on any row to open the full appointment details. From the detail panel you can:

  1. 1Review all client and appointment information including the matter description.
  2. 2Click ✓ Confirm to confirm a pending appointment.
  3. 3Click ✕ Cancel to cancel a confirmed or pending appointment. You will be asked to confirm before the change is applied.
Note: Cancelled appointments remain visible in the table. Use the status filter to show or hide them as needed.

Calendar

The Calendar tab shows a monthly grid colour-coded by day status. Use ← Prev and Next → to move between months.

ColourMeaning
BlueDate is available with no appointments.
AmberDate has one or more appointments. A small number shows the count.
GreyDate is blocked.
FadedDate is in the past or closed (Sunday).

Click any amber day to see a summary of that day's appointments in a pop-up panel.

Block Dates

Use Block Dates to prevent new bookings on specific days — for example during office closure, bank holidays, or when a particular professional is unavailable.

  1. 1Select a From and To date. For a single day, set both to the same date.
  2. 2Use the Affects dropdown to block all professionals or a specific individual.
  3. 3Optionally enter a Reason for your own reference.
  4. 4Click 🚫 Block These Dates. The dates will appear in the Currently Blocked list and show as grey in the Calendar.

To remove a block, click Unblock next to the relevant entry. You will be asked to confirm before it is removed.

Note: Blocking a date does not automatically cancel existing appointments on that date. Review the Appointments tab and cancel manually if needed.

Availability

The Availability checker shows exactly how many slots are free at each time on any given working day.

  1. 1Select a date using the date picker.
  2. 2Click Check.
  3. 3Each time slot card shows available spaces out of the maximum (4 per slot). A utilisation bar gives an overall view of the day.
ColourMeaning
BlueSlots available — not yet full.
AmberPartially booked — some slots taken.
RedFully booked — no slots available.

Saturday slots are limited to 09:00–11:30. Sunday shows as closed. Blocked dates show a blocked message instead of slots.

Appointment Statuses

Every appointment carries one of three statuses:

StatusMeaning
ConfirmedThe appointment is accepted and active.
PendingThe appointment has been received but not yet reviewed or confirmed.
CancelledThe appointment has been cancelled. It remains in the system for reference but is excluded from stats and availability counts.

To confirm a pending appointment, open it via View and click ✓ Confirm. To cancel, open it and click ✕ Cancel.

Tips & Notes

Data is session-based. The admin panel holds appointment data in memory for the current session. Any changes persist for the duration of your session. Refreshing the page restores the original seed data.

Closing the detail panel. Click the × button, click outside the panel, or press Escape to close.

Professional filter. Use the All Professionals dropdown in the Appointments tab to view the workload of a specific team member quickly.

Max slots per time. The system allows up to 4 concurrent appointments per time slot across all professionals. The Availability checker flags any fully booked slots.

Cancelled appointments and revenue. Cancelled appointments are excluded from all dashboard stats including the revenue total.

Opening hours. The system recognises Monday–Friday 8:00–18:00 and Saturday 9:00–14:00. Sundays are marked as closed throughout the admin panel.