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Manually Adding Customers (Walk-in Customers)

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.

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