Create an appointment
task australia Updated Sep 10, 2026 1 min read osp-create-appt.md
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
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Navigate to All > Outsourced Customer Service > My Cases.
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Open a case.
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Click Appointments related list.
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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. -
Click Submit and the appointment appears under Appointments related list in Ready state .
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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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---
title: Create an appointment
description: As an agent, you can make an appointment with the requester of a case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/osp-create-appt.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Outsourced Service Provider agent tasks, Manage cases, Use, Customer Service Management]
---
# 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.
| title | Create an appointment |
| description | As an agent, you can make an appointment with the requester of a case. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/osp-create-appt.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Outsourced Service Provider agent tasksManage casesUseCustomer Service Management |