MeridianLight Agent Set Up Guide

Welcome from Founder & CEO

First Welcome Emails

Agent Portal Tutorial

Agent CRM Tutorial

Agent Bootcamp Start

Set Up your Ecosystem - Auto-Pilot

Setup Progress

1. Purchase a Domain

2. Connect Domain + Website

3. Set up a Business Email

4. Purchase a Business Phone Number

5. Register your Number - A2P

6. Set Up 30-Min Calendar

7. Complete Setup Activation Form

If you haven’t finished setup, start with Steps 1–3, then submit the Activation Form.

Complete These 4 Setup Steps

Step 1 — Connect Your Domain

Purchase a domain (GoDaddy/Namecheap)
Connect it to your CRM website
Confirm site loads correctly

Step 2 — Get Your Business Email

Set up Email inside your CRM
Create a dedicated sub-domain
Send a test Email

Step 3 — Get Your Business Phone Number

Buy a number inside your CRM
Use it for calls + texting
Keep it active

Step 4 — Create Your 30-Min Calendar

Create a consultation calendar
Set appointment length to 30 minutes
Copy your booking link

Activate Your System

After you’ve purchased your domain, secured your phone number, and created your 30-minute booking calendar, submit the activation form to finish setup.

Don’t submit until Steps 1–3 are complete.

Need Help With Setup?

Follow these quick checklists for each step.

How to buy a domain

Choose a short brand name
Buy from GoDaddy or Namecheap
Avoid hyphens if possible
Keep login details saved
Confirm domain ownership

How to connect your domain

Go to Settings → Domains
Add your domain/subdomain
Follow the DNS instructions
Wait for DNS to propagate
Confirm the website loads

How to confirm your calendar link

Go to Settings → Calendars
Open your 30-minute calendar
Copy the booking link
Test it in a private browser
Make sure times are available

How to confirm your phone + email

Buy/verify your phone number
Test an inbound/outbound call
Confirm your email is correct
Check notifications are enabled
Save changes

Need help? Submit a support request or message your leader.

For internal agent use only.