We're glad you're interested in adding a new customer to your Anytime Mailbox platform.
To make the process as smooth as possible, we've put together a simple guide that outlines the most basic steps to follow.
Step-By-Step Guide:
Click Customers from the top menu
Click the + icon
Fill out all requested details for the customer
Click Add
Click Mailboxes from the sub top menu
Click Assign Mailbox
Fill out all requested details and select Assign when finished
Click Payment and enter the customer's credit card details
Click Update when finished
While entering customer details, we recommend selecting the "Send Account Creation Email" box to notify the customer of their account creation. It's a quick and easy way to let them know their account is set up and ready to use.
Additionally, we suggest using the Files tab as a convenient location for storing any documentation pertaining to the customer. This helps keep all important information in one place and makes it easily accessible when needed.