# Manage customers

> Review one customer's subscriptions, bookings, invoices, and session credits in one Services record.

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](/services/what-is-services-mode#how-to-tell-whether-your-workspace-has-it).

1. Open **Services**.
2. Select **Customers**.
3. Open the customer.
4. Review **Subscriptions**, **Bookings**, **Invoices**, and any credit history shown.
5. 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.