Prepare trainees before their first session

Why preparation matters

Trainees are more comfortable using Train Lens when they understand why it is being used and what will happen during the session.

Send joining information early enough for trainees to read the instructions and raise any questions before training begins.

Explain what Train Lens does

Tell trainees that Train Lens helps you follow their progress while they complete hands-on work inside software.

Explain that this allows you to identify problems and provide support without repeatedly stopping the entire group.

Explain screen sharing clearly

Before the session, make sure trainees understand that:

• Screen sharing does not begin automatically
• They choose when to start sharing
• They choose which screen, window or browser tab to share
• The trainer can see the content they actively share
• Other trainees cannot see their shared screen
• Train Lens does not record or store their screen
• They can stop sharing at any time
• Train Lens does not give the trainer control of their computer

Encourage trainees to close unrelated applications and documents before sharing.

Send the joining information

Provide trainees with:

• The session name
• The date and start time
• The correct time zone
• The Train Lens joining link
• Any software or account requirements
• Any files or exercises needed during training
• Instructions for joining a few minutes early
• A contact method for problems before the session

Ask trainees to check their setup

Before joining, trainees should:

1. Use a supported browser.
2. Confirm that their internet connection is stable.
3. Open the software they will use during training.
4. Sign in to any required software account.
5. Download any files needed for exercises.
6. Close unrelated or private information.
7. Know which screen, window or tab they intend to share.

Explain help requests

Tell trainees how the help-request feature will be used during the session.

A trainee can activate a help request when assistance is needed and clear it when the problem has been resolved or support is no longer required.

This allows you to identify who needs help without interrupting the entire group.

Give trainees time to join

Ask trainees to open the joining link a few minutes before the scheduled start time.

This gives them time to enter their name, handle any browser prompts and resolve simple access problems before training begins.

Message you can send to trainees

You will receive a Train Lens link for this training session. Train Lens allows me to see the screen you choose to share while you complete the exercises, so I can identify where support is needed. Your screen is not recorded, other trainees cannot see it and you can stop sharing at any time. Please join a few minutes early, enter your name and have the training software ready.

What should I do next?

Once the trainees have received their joining information, review the guide for opening your live training session.