Messaging & chat/Photos, files & voice
updated 2026-06-13
Messaging & chat

Photos, files & voice

Send images, videos and documents — from your device or your Vault media library — plus voice notes, emoji, and saved message templates for things you type often.

Basic  Coaching isn’t only words. Send a form-check video, a PDF plan, a quick voice note, or a saved reply — all from the composer’s toolbar.

Photos, videos & documents

You have two ways to attach media, both from the composer:

  • Upload from your device — the paperclip button. Pick one or more files (images, videos, documents) and they upload with a progress indicator, then send together.
  • Pick from your Vault — the media library button. Choose existing media you’ve already uploaded to Protocol — exercise demos, plan PDFs, branded graphics — without re-uploading.

Attachments show as thumbnails before you send, so you can remove any you didn’t mean to add. Images and videos preview inline in the thread; documents show as a tidy file row the client can open.

Here's your form check from today 💪
Attachments stage as thumbnails before you send — drop any with its × first.

Tip: Sending a movement demo? Pulling it from the Vault media library keeps one canonical copy and saves the upload. See Vault.

Voice messages

Tap the microphone to record a voice note — handy for nuanced form feedback that’s faster spoken than typed. You’ll see a live waveform and timer while recording; then send it, or discard and start over. The client plays it back inline.

0:08
Recording a voice note — discard with the trash, watch the live waveform & timer, stop to send.

Emoji

The emoji button opens a picker with search and skin-tone options. Emoji are just text, so they work everywhere — in messages, alongside formatting, and in mentions.

Message templates (quick replies)

For things you send over and over — check-in reminders, onboarding instructions, your booking link — save them as message templates and insert them in one tap instead of retyping.

  • Open the templates button in the composer to pick a saved template; its text drops straight into the composer, where you can tweak it before sending.
  • Manage your saved templates (add, edit, remove) from the same place.
Templates+
Weekly check-in
Hey! Time for your weekly check-in — how did training feel this week? Any niggles?
Booking link
Grab your next session here: book.protocolcrm.com/coach …
Welcome
Welcome aboard! Here's how we'll work together over the next few weeks…
Saved quick replies — pick one and its text drops into the composer to tweak before sending.

Templates vs. formatting: a template can include formatting, so your standard instructions always go out clean and consistent. See Formatting & mentions.


Next: broadcast to a group without the noise — Announcement & read-only groups →