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Locations

Written by Meghan Miller

Set up your Locations to control how Clara handles where your meetings take place—whether that’s virtual, in-person, or by phone.

These settings help ensure Clara automatically includes the right location details in every meeting without you needing to specify them each time.


Where to Find These Settings

You can manage your location preferences from your Locations tab.


Default Location

Your Default Location is used when no location is specified in your scheduling request. If you don’t mention a location, Clara will automatically apply your default

Your connected email provider determines the default meeting link Clara adds to your events—unless you update this preference.

  • If your email domain is hosted by Google, Clara will automatically include a Google Meet link.

  • If your email domain is hosted by Microsoft, Clara will automatically include a Microsoft Teams link.

You can update this setting at any time in your preferences by clicking on your preferred meeting option.


Phone Call

When a phone-based meeting is mentioned:

  • Clara will ask the participant for their phone number if it’s not already provided, or

  • You can have participants call you by selecting the Use a specific phone number option and adding your phone number.

You can choose to change this to a different word or phrase, such as "cell phone".


Other Virtual Options

You can add a static link for other virtual meeting options, such as Zoom, WebEx, Riverside, BlueJeans, etc.

  • Select Add Location and choose Meeting Link from the dropdown menu

  • Add a trigger word or phrase to use for this link


In-Person Locations

You can add addresses for when a physical location mentioned:

  • Clara will use your saved location when the trigger phrase is mentioned

  • Ideal for saving addresses where meetings consistently take place


Custom Locations (Coffee, Restaurant, Home, etc.)

You can create additional locations for specific use cases.

  • Clara will use the saved details for that location when referenced

  • Helpful for recurring meeting spots or informal locations


Location Reminders

Location Reminders prompt Clara to follow up with participants and collect any missing meeting location details ahead of the scheduled meeting time.

Enable this setting if you’d like Clara to automatically reach out to participants 24 hours before the meeting to gather this information:

  • Address

  • Virtual Details

  • Phone Number


Best Practices

  • Be specific about your meeting location. When requesting a meeting, name the location clearly — for example, "Zoom" or "our office on Main St." rather than "virtual meeting" or "virtual call." Vague location terms can cause Clara to apply an unexpected location.

  • Turn on location reminders if your preference is to ask participants for meeting details. If your location is set to "Ask participant for their meeting details," make sure location reminders are enabled. Without them, Clara won't follow up with the participant to confirm the meeting channel before the meeting is scheduled.

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