Use Services and Bookings to see appointments across your service forms. Permitted team members can record completed appointments and no-shows after a session starts.
Maxforms enables Services for your workspace on request; there is no switch to turn it on yourself. If you do not see Services in the sidebar, contact support.
- Open Services in the main navigation.
- Select Bookings.
- Switch to Calendar to use Filters for narrowing the list by service and switching Show cancelled on to include cancelled appointments; in List, scan by date order instead.
- Check the customer's name, service, and appointment time in the matching row.
- Select Mark complete after the customer attends, or Mark no-show when they do not.
- Check the appointment in the confirmation before approving the attendance change.
For more detail, open the customer record, then open an appointment time under Bookings.
Permitted team members can undo either attendance result. Reopening returns the booking to Confirmed and makes it eligible for reminders and portal display again.
Reopening can fail after another booking takes the released seat. In that case, arrange a different available time with the customer.
Attendance does not change session credits. A no-show does not return a credit or refund a payment.
If you cannot change a booking, then check your workspace access#
All standard workspace roles can view Services records. Only roles allowed to manage submissions can change attendance, credits, portal links, or subscriptions.