Once you sign up for Clara, you can access your dashboard anytime to view or update settings and see what Clara is working on for you.
Meetings
You can find an overview of your meetings on this tab:
Status of meetings that haven't been scheduled yet
Upcoming meetings
Past and cancelled meetings
Settings
Your settings tab is broken down into these main sections: Profile, Team, Calendar Planning, Meeting Details and Clara's Emails. You can make updates as needed to the following settings:
Profile
Your name
Your company
(For assistance changing your Clara or updating your timezone, please reach out to Support ([email protected]))
Team
Default call channel for new users (Only visible to Admins)
Team members (Admins can add new team members and change their user role)
Calendar Planning
Your calendars
Your email accounts
Preferred meeting times
Preferred buffer times
Meeting Details
Preferred call details (e.g. Zoom, Google Meet)
Preferred event title format
The email addresses Clara should send calendar invites to
The calendar Clara should send meeting invitations from
Clara's Emails
How many times should Clara follow up with a participant
How many days should Clara wait before following up again
Reminder email to all participants 24 hours before each meeting
BCC or CC settings
Weekly summary email