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Touchbase Replacements allow you to take time off without worrying that your messages are going unanswered.
You can use Replacements to forward your messages when going on vacation, taking a day off, or even just a few hours on specific days of the week.
These replacement settings can be repeated on a weekly basis (ex: every Monday from 4:00 p.m. to 7:00 p.m.), added as a one-time occurrence, or turned on until further notice.
You can set up your replacement by opening your Touchbase app and selecting Settings > Replacements > Add Replacement.
You will see a list of your colleagues when you select Add replacement. Choose the person you want receiving your messages. You can then fine-tune the details under the Covering period and Filtering sections.
Enter the From and To period throughout which you want the replacement to occur. For example, you could choose December 1st to December 20th.
To continue to be replaced until further notice, simply click on the toggle icon in the Custom period button so it shows All the time.
You can take the covering period a step further, by choosing a time of day and selecting specific days of the week.
For example, you could choose to receive your messages from 8 a.m. to 5 p.m., 7 days per week and forward them the rest of the time.
To keep the replacement active 24 hours/day, simple leave the toggle under Filtering to No filter.
You can choose whether or not you would like to be copied in while you are being replaced. Just use the Copy me in toggle. Don't worry, however: if you choose not to be copied in, you can always access the messages in your reports.
Be sure to click Save when you're done.
This article is always evolving and being updated when our product is being developed. Be sure to keep track of this article so you'll stay updated with the last version of it!