What you need before your first Train Lens session

Before you begin

A few minutes of preparation can make your first Train Lens session much easier to run.

Use this checklist before creating or delivering a live session.

Confirm access to your trainer account

Make sure you can sign in to your Train Lens trainer account before the training is due to begin.

If you cannot sign in, resolve the account issue before inviting trainees.

Prepare the software you will teach

Open the software or browser-based application you plan to teach and confirm that it is working correctly.

Check that:

• Your trainer account for the software is active
• Any demonstration files are available
• The required training environment or sample data is ready
• You can complete the workflow you plan to demonstrate
• No confidential or unrelated information will appear during the demonstration

Prepare your training materials

Gather the materials trainees may need before or during the session.

These may include:

• Exercise instructions
• Sample files
• Reference documents
• Presentation slides
• Links to the software or training environment
• A list of tasks trainees will complete

Use clear filenames so trainees can identify each resource quickly.

Confirm the session details

Before inviting trainees, confirm:

• The session name
• The date
• The start time
• The expected duration
• The correct time zone
• Who will attend
• Any instructions trainees need before joining

Check your equipment and connection

Use a reliable internet connection and confirm that your computer, browser, microphone and speakers are working.

Close applications and browser tabs that you will not need during the session. This reduces distractions and helps protect private information.

Prepare your trainees

Tell trainees what Train Lens is and why it will be used during the session.

Before the session, trainees should know that:

• They will receive a joining link
• They must enter their name before joining
• They choose when to share their screen
• Their shared screen is visible to the trainer, not the other trainees
• Train Lens does not record their screen
• They can stop sharing at any time
• They can request help during the session

Run a practice session

Before delivering your first live session, run a short practice session with a colleague or a second device.

This allows you to test the joining link, screen sharing, help requests and trainer view before trainees arrive.

Final checklist

Before the session begins, confirm that:

1. You can sign in to your trainer account.
2. The software you are teaching is ready.
3. Your training materials are available.
4. The session details are correct.
5. Your browser, microphone and speakers work.
6. Trainees have received the joining information.
7. You have completed a practice session.

What should I do next?

Continue with Run a practice session before live training.