Starting a New Messaging Conversation

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To start a new messaging conversation with a client whom you haven’t yet sent a message to, just click the “New Conversation” button at the top left in Messaging:



A list of clients who are able to access Messaging will populate, and you can select which client you want to send the message to:



If you’ve already sent that person some messages before, the new conversation will be merged into the old thread.  


You can also send a message directly from the People section too!  Click on the “Secure Message” link beside your client’s name to start a new conversation:



If you need more help or have questions, feel free to contact us at and we will be happy to help!

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