CoachPro ToolsUser manual

User manual / Record and recap

Multimedia Embed

Record and recap → Multimedia Embed

Organise audio recordings, images and videos to consult while working with a client. Check the tool’s selector before adding contents.

Prepare the collection · Record and retain audio · Add images · Add videos · Retain and remove contents

View this page’s sections01Prepare the collection02Record and retain audio03Add images04Add videos05Retain and remove contents
01

Prepare the collection

Check the client and recovered contents.

01

Open Multimedia Embed

Open Multimedia Embed from the dashboard and locate Audio, Images and Videos. Review recovered contents before adding material.

Open Multimedia Embed
02

Select the client in this tool

Use the tool’s selector to retrieve the person’s collection. Changing the top-bar client does not replace this selection or transfer material.

Select the client in this tool
If the client is missing

Check their record in Clients and reload the tool. General multimedia is for general contents; choosing a person later does not reassign it automatically.

If the client is missing
02

Record and retain audio

Check the result before leaving.

03

Start collection audio

In Audio, select the record button and grant microphone permission. Check Recording and the timer. Keep the same client selected while recording and saving.

Start collection audio
If microphone access fails

Check the message, device and site permissions. Retry and check recording status before speaking.

If microphone access fails
04

Stop and check the saved recording

Select the button again to stop. Wait for the recording to appear in the list with duration and size. Play it to check the sound.

Stop and check the saved recording
05

Download audio you need to retain

Select Download on the recording and check the file. This audio belongs to the local collection; it does not load into Recaps automatically. If needed there, choose the downloaded copy.

Download audio you need to retain
03

Add images

Check files and gallery.

06

Choose images

Open Images. Choose a file, drag it to the indicated area or paste an image from the clipboard while on this tab. Use PNG, JPG or WebP up to 2 MB per file.

Choose images
If a file is rejected

Read the message and check size and format. Retain the original and prepare a compatible copy before adding it again.

If a file is rejected
07

Check the gallery

Check the thumbnail and filename. Select the image to open the copy and check readability. Retain original files outside the collection.

Check the gallery
04

Add videos

Check links and playback.

08

Add a video with a name and address

Open Videos, enter a name and paste a compatible YouTube, Vimeo or Loom address. Select Add. The tool retains the link; it does not upload a video file.

Add a video with a name and address
If the name or address is missing

Complete both fields and check that the address belongs to the intended video before adding it.

If the name or address is missing
If the address is unsupported

Use the video’s playback or sharing address. A local file address or another site’s address does not automatically become an embedded video.

If the address is unsupported
09

Check playback

Check the name and play the embedded video. If the site requires access or prevents embedding, check the original link and its permissions; seeing it in the collection does not guarantee another person can access it.

Check playback
05

Retain and remove contents

Check saving and deletions.

10

Check local saving

Retrieve the collection in the same browser, client and language. Spanish and English have separate data. Downloading and retaining originals keeps copies outside the browser.

Check local saving
If a storage message appears

Do not assume the latest file saved just because it appears on screen. Download recordings and retain originals before removing older items or reloading.

If a storage message appears
11

Consult another collection when finished

Stop any audio and check saving before choosing another person. The selector retrieves their own collection; it does not copy the previous person’s material.

Consult another collection when finished
12

Confirm before deleting contents

Use Delete on audio or × on images and videos. Read the confirmation and accept only after retaining what is needed. Removing a video reference does not delete the video from its hosting site.

Confirm before deleting contents

Check the result

The collection is local and separate by client and language. Adding contents does not publish them in the client’s space.