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Services

What is Services?

Services adds appointments, recurring payments, customer records, and a self-service portal to a workspace.

On this page

Services adds bookings, customers, subscriptions, and customer self-service to forms. It turns on per workspace the first time a form needs it.

What Services adds#

  • An Appointment Booking field with availability, booking windows, capacity, and cancellation rules.
  • One-time paid appointments through Stripe, Authorize.net, or CardPointe.
  • Stripe subscriptions and Stripe invoices sent after you review a request.
  • A Services area for bookings, customers, and subscriptions.
  • A customer portal for appointments, session credits, receipts, and Stripe billing management.

How to tell whether your workspace has it#

Your main navigation includes Services when the selected workspace has Services.

Services belongs to one workspace. Switch workspaces before reporting a missing Services area.

Turn it on#

Add an Appointment Booking field to a form, or create a form from a service template. Asking the AI form builder for a subscription or invoice-after-review payment also turns it on. Maxforms turns Services on for the workspace and tells you in a notification.

There is no Services switch under workspace settings. Continue with Choose your service setup.

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