Messages and Appointments
Communicate with the Institution team, manage threaded conversations, and review scheduled appointments.
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Understanding Institution messages
What institution messages means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to start a new conversation
Step by step guidance for starting a new conversation in the Messages page.
1 min read · Updated 2026-07-28
How to reply to a message
Step by step guidance for replying to a message in the Messages page.
1 min read · Updated 2026-07-28
How threaded conversations work
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
All messages and appointments articles
Understanding Institution messages
What institution messages means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to start a new conversation
Step by step guidance for starting a new conversation in the Messages page.
1 min read · Updated 2026-07-28
How to reply to a message
Step by step guidance for replying to a message in the Messages page.
1 min read · Updated 2026-07-28
How threaded conversations work
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How to attach a document to a message
Step by step guidance for attaching a document to a message in the Messages page.
1 min read · Updated 2026-07-28
How to find a previous conversation
Step by step guidance for finding a previous conversation in the Messages page.
1 min read · Updated 2026-07-28
How to search messages
Step by step guidance for searching messages in the Messages page.
1 min read · Updated 2026-07-28
Why a message may be linked to a service
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How message notifications work
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
When to use messages instead of support cases
What this means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
Understanding the Appointments page
What appointments page means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to view an appointment
Step by step guidance for viewing an appointment in the Messages page.
1 min read · Updated 2026-07-28
How to prepare for an appointment
Step by step guidance for preparing for an appointment in the Messages page.
1 min read · Updated 2026-07-28
How to reschedule an appointment
Step by step guidance for rescheduling an appointment in the Messages page.
1 min read · Updated 2026-07-28
How to cancel an appointment
Step by step guidance for canceling an appointment in the Messages page.
1 min read · Updated 2026-07-28
How meeting links are provided
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
What to do if a meeting link does not work
What to do next, and who to contact if you need help.
1 min read · Updated 2026-07-28
How to ask a follow-up question after an appointment
Step by step guidance for asking a follow-up question after an appointment in the Messages page.
1 min read · Updated 2026-07-28
Why an appointment may not be available
Common reasons this happens, and how to move the item forward.
1 min read · Updated 2026-07-28
How time zones are displayed
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
Still need help?
Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.