Managing appointments on behalf of a customer

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Agents and dispatchers can book, reschedule, or cancel appointments on behalf of customers.

    Agents and dispatchers can manage appointments on behalf of a customer from a work order, work order task, or in the CSM Configurable Workspace.

    Booked appointments can be rescheduled and canceled within the time constraints identified in the configuration.