Tutorials

Step-by-step videos to help you
fully understand and enjoy
Touchbase features

Welcome to the Touchbase video training series.

The following tutorials will provide you with all the information and knowledge you need to fully enjoy the Touchbase experience. Short and simple, the videos will help you navigate through the features that we have designed specifically for you, including:

  • Setting up your profile
  • Managing showings
  • Adding listing notes
  • Organizing messages
  • Creating automated feedback forms
  • Setting up replacements when you are away
  • And so much more!
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In this training video, we explain how to change your profile picture, how to set up your reception profile with a cell number and address, how to change cell phone providers in Touchbase, how to configure which types of messages get sent where, and more.
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In this training video, we explain how to add notes in your profile, how to control who sees them and when.
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In this training video, we explain how to setup replacements for when you go on vacation or on leave. We show you how to set up the period for which the agent gets your messages, how to opt in to also receive your notifications if you wish, and how to setup filters to have your replacement active during certain days of the week.
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In this training video, we explain the benefits of setting up a team in Touchbase, how to invite an agent to be in your team, what it looks like to accept an invitation, and we explain what to do if you have an assistant in your team.
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In this training video, we explain how to use the listing dispatch in Touchbase to control who gets communications concerning your listings. We explain how to set your default listing dispatch as well as how to configure the dispatch for one listing in particular.
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In this training video, we explain the feedback section of your Touchbase settings. We show how to configure the delay when an automated feedback request is sent to the showing agent, how to create custom forms, the three types of questions and how to arrange the questions in your form.
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In this training video, we give an overview of what you can do in the listings section of Touchbase. We also demonstrate the listings settings and how you can use them to configure an automated note that's sent with showing confirmations, where to put the lockbox number, how to prevent multiple people from booking a showing at the same time, and how to establish a maximum duration for a showing.
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In this training video, we explain how to add notes to your listing in Touchbase and how and when they are visible to other agents.
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In this training video, we explain how to configure the showing availabilities of a listing to either prevent agents from booking at given times, or automatically pre-approve showings for given times.
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In this training video, we explain the listing activity section in Touchbase. We show how to access it, how to interpret it, and how you can use it to manage your unconfirmed showings and get more information on the other showings for the listing in question.
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In this training video, we explain the listing feedback section in your Touchbase listings. We explain how you can select the custom forms created in the settings section as well as how you can get the specific feedback forms from the summary view.
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In this training video, we explain how to send notices on a listing. We explain where to access this function, how agents can unsubscribe and resubscribe to a listing's notices, and how to tell when an agent has opted out from the listing agent's perspective.
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In this training video, we explain how to include the seller in Touchbase communications (part 1 of 2)
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In this training video, we explain how to include the seller in some Touchbase notifications (part 2 of 2)
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In this training video, we explain how to use the active inbox in Touchbase, how to reply to messages, how to archive messages, and how to use the pending responses section.
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In this training video, we explain how to initiate conversations in Touchbase via the Send Message menu option. We explain the different types of messages as well as how to configure a message to be sent later automatically.
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In this training video, we demonstrate how to use the Touchbase Calendar. We explain the different views and how you can see your teammates' showings.
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In this video, we highlight the benefits of the new interface, including the access to the Touchbase app. One of the key features we will discuss is the personification function, which has a significant impact on how assistants can help their teams on the road.This is some text inside of a div block.
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In this video we explain the differences between Touchbase for assistants and for real estate agents. We will explore the features of the active inbox, demonstrate how to send messages, both as yourself and as an agent. Additionally, we will demonstrate how reports reflect who sends messages on whom’s behalf and show you the Touchbase calendar. Finally, we will guide you on how to configure the listing dispatch for your communications.
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