Turn on notifications — Protocol CRM Help

Protocol can notify you on your phone or laptop when something needs you, even when the dashboard is closed. This page is about your notifications. It is not the same as Notification settings, which is where you edit the emails and pushes that go out to your clients.

Switching it on

Open your profile menu (your avatar, top right) and choose Notification settings.
At the top of the page, under Your notifications, turn on Notifications on this device.
Your browser asks for permission. Choose Allow.

Do this on each device you want to be reached on. A laptop and a phone are two separate permissions, because they are two separate browsers.

On iPhone and iPad you must install Protocol to your home screen first. Notifications do not work in Safari itself, only from the installed app. See Install Protocol on your phone. If you have not installed it yet, the settings page says so instead of showing a switch that cannot work.

What you will be notified about

A new message in a chat you are part of, and when someone mentions you by name.
A new client finishing signup.
A new booking landing on your calendar. Only the coach whose calendar it is gets the notification; the rest of the team still sees it in the bell.
A client who has missed their check-ins entirely.
A form submission, both a new client’s onboarding form and any other form.
An invoice coming due, and one that goes past due.
A task assigned to you.
A reply on a support ticket you filed with us.

What stays in the bell only

Some things are worth finding when you next look, and not worth interrupting you for. These appear in the notification bell in the dashboard and do not reach your phone:

Progress entries from clients. On a full roster these arrive all day.
Program status changes.
Shop and purchase updates.
Client birthdays.
An AI-drafted progress report waiting for your review.

Tasks being moved between columns, ticked off, or reopened do not notify anyone either. Only being given a task does.

The two switches

Notifications on this device is the master switch. Turning it off unsubscribes this browser completely, so nothing can reach it. It does not affect your other devices.

Chat messages turns off only chat, and keeps everything else. This exists because chat is the one thing that can arrive dozens of times a day. Unlike the master switch, this one follows you: turn it off on your laptop and it is off on your phone too, because it is a decision about being interrupted rather than about a device.

If the switch will not turn on

If you chose Block when your browser asked, it will not ask again, and Protocol cannot re-ask on your behalf. The settings page tells you when this has happened. To undo it, open your browser’s site settings for Protocol (in Chrome, the icon at the left of the address bar → Notifications), set it back to Ask or Allow, then switch it on again.

Signing out

Signing out unsubscribes that browser, so a shared or borrowed machine will not keep notifying you after you leave it.