Touchbase is one of the standard booking platforms for agent-to-agent communication in Canada, and we know you’re using it daily to manage showing requests. While this isn’t a "full" integration (you’ll still hit 'confirm' in Touchbase), it’s the bridge you’ve been waiting for. Your Touchbase activity now flows into Reach, letting you attach those events to the right Client or Listing so your records stay airtight.
Syncing Your Showing Workflow
Once you’ve linked a showing to an item in Reach, we do the heavy lifting of tracking. Reach monitors the feed to update statuses in real-time—from Cancelled and Unconfirmed to Confirmed or Accepted. If a confirmed showing gets tweaked (we see you, last-minute rescheduled tours!), Reach will flag it with a "Pending Changes" update. You’ll always have a crystal-clear history of every showing, keeping you miles ahead of the competition.
Quick Steps to Get Linked:
Open your Reach Account Settings and look for the new Touchbase Feed section in Calendar (Settings >> Calendar), and click "+Add Touchbase Feed"
Locate the area called "webcal link"
Go to Touchbase, log in, and go your Settings >> Calendar Synchronization area and make sure to copy the webcal:// link.
💥 CAUTION, you will see an Option: Show past appointments up to.... this allows you to select the duration of past appointments that get brought into Reach CRM. You may find 1-2 weeks is enough (By default it's set to 1-month). The longer time frame, the more events that will fill, and remiain, in your Feed in Reach CRM.
Link to Item: When the event is "Confirmed" status, a green button will appear that allows your to "Add to Reach" icon to search for and select the specific Client or Listing this showing belongs to.
Watch the Magic: Once confirmed in Touchbase, Reach will automatically update the status and keep a permanent record in your client’s activity log, even if changes happen.
Pro Tip: Reach checks your name and the other agent name, and checks for their phone number in your Reach CRM to confirm, before adding the agent to your database. This prevents duplicate contacts.
** In some instances, Touchbase telephone numbers may be set to the Agents Brokerage Office. In this case, Reach may want to add a duplicate agent because the first name/last name and telephone number are different.