If you interact with certain individuals or companies on a regular basis, you can pre-approve them to schedule by adding them to your list of pre-approved contacts. Otherwise, you will be asked for permission every time they contact Clara. You can read more about this feature here.
You can add distinct email addresses or entire domains to your pre-approved contacts. Each addition to your list can be granted permission to:
- Schedule - Request meetings both you and they will be attending
- Initiate - Request meetings for you, without them in attendance*
*By default, your entire domain has Initiate permissions.
- Your pre-approved contacts must tell Clara your email address by cc'ing you on the request or adding it to the meeting request email. Otherwise, Clara will not know which customer to associate with the meeting request.
- Your email addresses should not be added to the list