---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Schedule appointments

# Schedule an appointment from a touchpoint {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Schedule appointments with customers and stakeholders directly from a touchpoint record to coordinate in-person or virtual engagements and keep the entire account team informed.

## Vorbereitungen

Role required: sn_crm_touchpoint.touchpoint_writer

## Warum und wann dieser Vorgang ausgeführt wird

Schedule appointments directly from a touchpoint record to plan and track in-person or virtual customer engagements without switching tools. Appointments are linked to the originating touchpoint, making the scheduled engagement visible to everyone on the account team and preserving full interaction context. Use this when you need to confirm a site visit, arrange a product demo, or schedule any customer-facing engagement as part of a structured touchpoint.  
Hinweis:  
You can create appointments only after creating an opportunity task. For information on how to create an opportunity task from the Touchpoints module, see [Create a related task from a touchpoint](https://servicenow-prod.fluidtopics.net/WucyQzoOFUrCrVRoK7VtRA "Create tasks directly from a touchpoint record to assign follow-up actions, track deliverable, and keep opportunities moving forward. Tasks are automatically linked to the touchpoint so all related activity stays connected."). Alternatively, you can create an opportunity task from the Opportunity module in the CSM/FSM Configurable Workspace. For details, see [Add opportunity tasks](https://servicenow-prod.fluidtopics.net/Oxp2C2uzV3tBfUaUxRyyIg "Create opportunity tasks to capture additional details of your customer's requirements.").

## Prozedur

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to TouchpointsAll Touchpoints.
4. Open a touchpoint record that you want to work with.
5. Select the Opportunity Tasks tab and then select an opportunity task.
6. Navigate to the Appointments tab and select New.
7. On the Create New Appointment form, fill in the fields.  
   For a description of the field values, see [Create new appointment form](https://servicenow-prod.fluidtopics.net/NeGjcMKGkqJZW5Fm9D6oqw "Field descriptions for editing or reviewing details on the Create New Appointment form in CRM Touchpoints and Opportunity Management modules.").
8. Select Save.
{#schedule-appointment-crm-touchpoint__steps_apt_crm_33c}

## Ergebnisse

The appointment is scheduled and can be viewed from the touchpoint record's Appointments tab.