For Moderators

  • Make sure you’re on good WiFi
  • Use a headset with built-in microphone
  • Do a test of the session yourself before your session
  • Leverage our email and tutorial templates so your participants are set up
    for success
  • Have a research partner join as an observer and ask them be notetaker
  • Invite team members the day before your session to account for any firewall issues & filters that can delay invites
  • Establish how you’d like members from your team to participate in the session with you e.g., take notes in the Notes section, @mention you during the session with questions

For Participants

  • Make sure you’re on good WiFi
  • Use a headset with built-in microphone
  • Desktop tests - have the latest Chrome installed
  • Mobile tests - install the Participate app when you receive your invitation
  • iOS Tests - be on OS 12.2 or higher
  • Android Tests - refer to this article for Android OS compatibility

For Observers

  • Make sure you’re on good WiFi
  • Create your account with Lookback as soon as you receive the invite
  • Plan to participate in the session as you Moderator indicated beforehand (if at all)
  • If you’re joining as a Collaborator, but not Moderating the session, wait until the Moderator joins and allow them to start the session with the Participant

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