If the context of your email doesn’t suggest that you will be meeting in-person, Clara will schedule a call by default.
Calls are categorized as either direct calls (1-on-1) or group calls (2 or more guests).
Default Meeting Methods
While setting up your virtual meeting preferences, you have the option to set a Direct default and a Group default. If a codeword isn’t used and the context doesn’t suggest otherwise, Clara will schedule the call via these defaults.
If you’d like to use a meeting method other than the default, you can indicate this to Clara by saying something like:
“CCing Clara to help get a Skype call on the calendar.”
“We can use my Uberconference line!”
“Let’s hop on a quick phone call to discuss.”
If your guest asks to use a virtual meeting method other than your default, Clara will ask for your permission before proceeding.
Virtual Meeting Methods
Clara can schedule calls and remote meetings via:
- Phone conference line
- Video conference line
- Google Hangout
Who Calls Whom?
The who calls whom preference determines which party will initiate the call.
If you prefer for your guest to call you, Clara will automatically add the appropriate information to the invite. With this option, you can also set a preference for Clara to obtain a phone number as a backup.
If you prefer to call your guest, Clara will automatically ask your guest for their phone number or other contact information to include on the invite. If this information isn’t obtained when a time is confirmed, Clara will send the invite and will add the missing invite details once obtained.
When using a conference line or other virtual meeting method (e.g. Google Hangout, Skype), Clara will include these details on the calendar invite. Clara can also obtain a phone number as a backup even when conference lines are used by turning on Request Backup Phone Numbers in your preferences.