Calibration Flow

Technique

An onboarding or setup technique for guiding participants or staff through the steps needed to prepare a system for use.

Description

A calibration flow makes setup clear and repeatable. It may guide headset fit, room alignment, controller pairing, hand tracking, eye tracking, audio levels, or mixed-reality alignment. In public settings, the flow should be quick, calm, and easy for staff to repeat many times.

Typical Use

Used during onboarding design, installation planning, platform packaging, QA, facilitation rehearsal, and headset-based public presentation.

Scope Note

This technique may include setup prompts, staff instructions, alignment steps, confirmation screens, error states, reset steps, and fallback instructions.

Practice Note

Design the calibration flow as part of the experience journey. Decide what the system must detect, what the participant must confirm, what a facilitator must check, and what can happen automatically. Keep the sequence short, legible, and repeatable. If possible, make it a thematic part of the experience.

Quality Criteria

A good calibration flow is clear, forgiving, fast to repeat, and easy to recover from. It gathers enough information to run the experience safely while helping the participant understand their body, position, and role in the work.

Risk

Weak calibration can make the first minute feel broken. Participants may begin in the wrong position, misunderstand controls, miss the intended scale, feel unsafe, or blame themselves for system problems.

Handoff Note

The calibration flow should create clear requirements for developers, UX designers, facilitators, installers, and QA testers: required checks, optional checks, fallback states, manual overrides, reset behavior, and recovery paths.

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