Replacements (brokerages)

Replacements (brokerages)

Touchbase Replacements allow you and your agents 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.

To program a replacement, simply click on the Replacements tab. Here, you'll see a list of your office members. Click "add" next to the name of the person for whom you'd like to program a replacement.

Choose your replacement

You will see a list of office members when you select Add replacement. Choose the person who will temporarily receive the messages. You can then fine-tune the details under the Covering period and Filtering sections.

Covering period

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 activate the replacement until further notice, simply select All the time.

Applying a filter

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.

Be sure to click Save when you're done.

Agents can manage their replacements using the Touchbase mobile app.