Managing appointments on behalf of a customer

concept australia Updated Sep 10, 2026 1 min read managing-appts-on-behalf-of-customer.md
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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.

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