Messaging & chat/Photos, files & voice
updated 2026-10-07
Messaging & chat

Photos, files & voice

Send images, videos and documents, from your device or your Vault media library, plus voice notes you can play back at 1.5x or 2x, emoji, and saved message templates — typed or recorded — for the things you send 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.

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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.

Playing back faster

Voice notes play at normal speed by default, but you don’t have to listen at talking pace. The player has a small speed control next to the progress bar: tap it to cycle 1x → 1.5x → 2x and back to 1x. Handy when a client sends a three-minute update and you want the gist of it now.

0:07 / 0:23 1.5x
The speed control sits inline in the player. Tap it to cycle 1x, 1.5x, 2x.

It works the same in your dashboard and your clients’ app, so a client can speed through your voice feedback too. The speed you pick carries over to the next voice note you play, so set it to 2x once and the rest of your catch-up stays at 2x. It resets to 1x the next time you open chat fresh.

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.
  • Save a message you already sent as a template. Open the ⋯ menu on one of your own messages and choose Save as template. The templates manager opens with the message’s text and attachments (files, images, a voice note) already in place; give it a name and save. The message itself is untouched.
  • The same templates are available when you reply to a check-in: Saved replies under the reply box opens this picker, search included. The template goes in where your cursor is in the reply, or at the end if you haven’t clicked into it. A check-in reply is plain text, so only the template’s text is inserted, without its attachments.
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.

Voice templates

A template does not have to be typed. If you explain the same thing to every client out loud, record it once and save it as a template:

  • In the templates manager, hit Record, say your piece, then Stop.
  • Play it back before you keep it. If it is not right, Discard and go again.
  • Use it attaches the recording to the template, and Save stores it like any other.

When you go to send one, the template list plays it inline, so you can hear which recording you are about to send before you send it.

Play auditions, it does not insert. On a voice template the play button is a preview and nothing more: pressing it listens to the recording, and leaves your composer and the picker exactly as they were. To actually use the template, click anywhere else on its row. That attaches the recording to the composer, ready for you to add a line of text or just send.

Two controls, two jobs, on one row: the play button answers “which one was this again”, the rest of the row says “use this one”. So you can work through three near-identical recordings, hear each in turn, and only then pick the right one, without the first two ending up in the composer.

This is worth setting up if you coach in voice notes. The same explanation of a warm-up, or of how to log a session, stops being something you re-record for every new client.

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 →

Protocol is a wellness and optimization platform. It is not a medical device and does not diagnose, treat, cure or prevent any disease. Ranges and trends shown in the product are wellness reference points, not clinical thresholds. Always discuss your health, and any result that concerns you, with a qualified healthcare provider.