Use Services and Customers to review a customer's activity in the current workspace. Their record brings together subscriptions, bookings, invoices, and credit history.
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.
- 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.