Before inviting participants, take a few minutes to confirm that your study is operationally ready.
Most avoidable session issues can be caught at this stage.
Use this checklist before sending participant links.
Participant readiness
Confirm participants are using supported devices and browsers
Set expectations that participants should speak aloud during the session
Confirm camera and microphone access where applicable
For mobile studies, remind participants not to background the app mid-session
LiveShare-specific recommendation
For LiveShare studies, Participant PreCheck is the recommended way to validate participant readiness.
Participant PreCheck allows participants to:
verify microphone and camera access
confirm screen sharing works as expected
catch permission or browser issues before the live session starts
Using PreCheck significantly reduces the risk of lost time at the beginning of moderated sessions.
Technical readiness
Confirm recommended bandwidth for the target device type
Test screen sharing on the same device category participants will use
Confirm that websites and prototypes perform as expected in the test browser
Study setup
Confirm the correct Invite link has been selected
Verify landing pages, prototypes, or task URLs
Review instructions for clarity and completeness
Confirm naming conventions if using identifiers or tracking IDs
Validation
Run a preview session (there are free on all plans)
Confirm where sessions appear live in the dashboard and that you know how to start the session if you are a moderator
Final check before inviting participants
If any step above fails:
fix it first
re-run a preview or Pre-check
only then send participant links
A few minutes of validation prevents most session failures and avoids unnecessary rework.
Where this fits
This checklist is intended to be used immediately before inviting participants.
For details on:
how PreCheck works
device and browser requirements
preview sessions
See the linked articles in this section.