Create an appointment

As an agent, you can make an appointment with the requester of a case.

Before you begin

Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

Procedure

1. Navigate to All > Outsourced Customer Service > My Cases.
2. Open a case.
3. Click Appointments related list.
4. Fill in the fields on the Appointment form, as appropriate.

   Field	Description
   To	The customer's name.
   Enter email address	Email id of the customer.
   Start time	Select the start time and date.
   End time	Select the end time and date.
   Reminder (minutes)	Select reminder for the appointment.
   Subject	Enter the subject
   Location	Enter location.
   Message	Enter message for the appointment.

5. Click Submit and the appointment appears under Appointments related list in Ready state .
6. Edit the appointment and click Send activity to send the appointment to the specified email address.
   Note:

   You can also cancel the appointment using the Cancel appointment related link.