Training sessions Etiquette

Avoid phone calls during meetings

Don’t take phone calls during a meeting; if urgent, excuse yourself.

Split attention harms group coordination.

Participant

Ask before requiring cameras

If you want cameras on, state it in the invite and allow opt-outs when reasonable.

Balances engagement with privacy, bandwidth, and accessibility needs.

Signal when stepping away

If you need to step away, briefly message in chat or use a status indicator.

Prevents confusion and missed questions.

Host / facilitator, Participant

Minimize fidgeting and swiveling

Avoid constant chair swivels, tapping, or bouncing that pulls attention.

Camera amplifies small movements.

Participant, Presenter / speaker

Hosts should set chat rules at the start

State how chat will be used (questions, links, off-topic policy) at the beginning.

Prevents chaos and sets expectations.

Host / facilitator, Moderator

Acknowledge chat questions verbally

Acknowledge relevant chat questions verbally when possible.

Shows attentiveness and keeps chat aligned with discussion.

Ask questions using the agreed method

Follow the host’s Q&A process (chat, Q&A tab, raise hand).

Helps moderators manage time and prioritize.

Participant

Avoid side conversations in public chat

Keep public chat relevant to the meeting; move side topics to private messages.

Prevents distraction and confusion.

Participant

Use chat for clarification, not debate

Use chat for short clarifications, links, and questions—not extended arguments.

Keeps the meeting focused and readable.

Participant

Use @mentions thoughtfully

Only @mention someone when action is needed—avoid spamming.

Reduces notification overload.

Participant

Announce when you’re recording

If audio is being recorded, announce it clearly at the start.

Supports consent and compliance expectations.

Host / facilitator, Moderator

State your name before speaking in large calls

In large meetings, say your name first before your question or comment.

Helps everyone track who’s speaking, especially with audio-only attendees.

Participant, Presenter / speaker

State retention and access for recordings

If you record, state who will have access and how long it will be kept.

Builds trust and supports compliance.

Host / facilitator, Moderator

Use secure sharing for files and notes

Share follow-up files via approved systems with proper permissions.

Prevents data leakage and version confusion.

Host / facilitator, Participant

Get consent before recording

Ask for consent before recording and explain the purpose and retention.

Supports privacy expectations and legal compliance.

Host / facilitator, Moderator

Share only the intended window

When sharing, share a single window/tab—not your entire screen—unless necessary.

Prevents accidental exposure of private content.

Presenter / speaker, Sales rep

Sanitize your desktop and notifications

Before screen sharing, close private messages and disable pop-up notifications.

Protects confidential information and reduces distractions.

Presenter / speaker

Avoid busy patterns on camera

Avoid stripes and high-contrast patterns that flicker on video.

Improves visual clarity and reduces distraction.

Participant, Presenter / speaker

Keep food and drink subtle on camera

If it’s acceptable to drink, use a quiet container and avoid eating unless agreed.

Reduces noise and distraction.

Participant

Use consistent branding as a host

Hosts should align appearance with the event brand and audience expectations.

Builds credibility and a cohesive experience.

Host / facilitator, Presenter / speaker, Sales rep

Consider accessibility in visuals

Avoid small text on clothing and low-contrast visuals that strain viewers.

Supports accessibility and readability on small screens.

Presenter / speaker

Send materials in advance

Share key documents beforehand instead of screen-reading in the meeting.

Improves decision quality and saves time.

Host / facilitator, Interviewer

Start with a quick roll call in large meetings

In large meetings, begin with a quick structure: purpose, timing, Q&A method.

Reduces confusion and improves engagement.

Host / facilitator, Moderator

If you must leave early, say so upfront

If you’ll leave early, mention it at the start or in chat.

Sets expectations and prevents confusion when you disappear.

Participant

If late, acknowledge briefly in chat

If you join late, post a brief apology in chat and catch up quietly.

Avoids derailing the current speaker.

Participant