Use Services and Customers to review a customer's activity in the current workspace. Their record brings together subscriptions, bookings, invoices, and credit history.
Services turns on for your workspace the first time you add an Appointment Booking field or create a form from a service template. If you do not see Services in the sidebar, turn it on first.
- Open Services.
- Select Customers.
- Open the customer.
- Review Subscriptions, Bookings, Invoices, and any credit history shown.
- Open a subscription or booking for its detailed controls.
Customers verify their email to access the portal. Use a required email field consistently across their service forms in the same workspace.
A customer can hold several memberships and standalone bookings in the same workspace. Their portal lists all matching records after sign-in.
Use Resend portal link when a customer cannot find their access email. Maxforms sends a new link and six-character code, each valid for 15 minutes.
If no portal link can be sent, then check the email and service record#
The customer needs an email plus a matching booking or subscription in this workspace. Several recent resends also trigger a temporary send limit.