---
title: Touchpoint planner
description: The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-touchpoint-planner.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Touchpoints, Customer success, Use, Customer Success Management]
---

# Touchpoint planner

The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.

**Note:**

-   Engagements can be viewed by the engagement account manager, customer success manager, or squad member associated with the engagement.
-   Touchpoints can be viewed by the engagement account manager, customer success manager, or squad member assigned to the touchpoint.
-   Meeting can be viewed by the engagement account manager, customer success manager, meeting organizer, or squad member assigned to the touchpoint.

The touchpoint planner provides a calendar view of touchpoints organized by account engagement and the type of touchpoint, priority, and status. To view the Touchpoint planner, follow these steps:

1.  Login as a user with the `sn_acct_lc.customer_success_agent` role.
2.  Navigate to **Workspaces** > **CSM/FSM Configurable Workspace** and select the **Touchpoint planner** icon on the left navigation pane.

\[Omitted image "account-lifecycle-touch-plan.png"\] Alt text: Touchpoint planner

You can do the following:

-   Enter a criteria in the Search field to view touchpoints and meetings that match the criteria.
-   Select the \[Omitted image "sort-descending-fill-24.svg"\] Alt text: icon to sort the list either by Contract value, Health score, or Last updated touchpoints.
-   Select **Today** to view the list of touchpoints and meetings that have been scheduled for today.
-   Select a date period to view the schedule for that period.
-   Select **Week** or **Month** option to view the schedule for the week or for month as required.
-   The time zone shows the current time zone of the logged in user.
-   Select **Create Touchpoint** to create touchpoint. See [Create a touchpoint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-touchpoint.md) for details.

**Parent Topic:**[Touchpoints](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-use-touchpoints.md)