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Managing appointments › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Managing appointments on behalf of a customer

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.