How do I configure my settings?

Navigate to Settings from the sidebar or press Ctrl+6 (or Ctrl+,). The Settings page lets you manage your subscription, monitor usage, configure templates, and maintain your data.

Subscription & Billing

View your current plan, subscription status, and manage billing:

• Current Plan: Shows your tier (Beta, Trial, Active)
• Manage Subscription: Opens the Stripe billing portal where you can update payment, view invoices, or change your plan

Usage Dashboard

Track your monthly usage:

• Total API calls made this month
• Total tokens consumed
• Estimated cost in CAD
• Usage bar showing percentage of your monthly allowance

A warning banner appears when usage reaches 80% of your limit.

Templates

Click Manage Templates to open the Template Builder page.

Auto-Updater

Meeting Notes Pro checks for updates automatically. The Settings page shows:

• Current version number
• Update availability
• Option to install updates

Keyboard Shortcuts

Click to expand the full keyboard shortcuts reference.

Data Maintenance

• Clear All Clients: Removes all clients from the local database (with confirmation dialog). Use this if you need to start fresh or clean up test data.