---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create an appointment

# Create an appointment {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

As an agent, you can create an appointment for 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 AllOutsourced Customer ServiceMy 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. |
   |-|-|

   {#osp-create-appt__choicetable_s1n_jxg_nlb}
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.

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