Before setting up Mail Pick Up, make sure to set your Business Hours and Calendar inside the Anytime Mailbox Operator Dashboard.
To make sure the Mail Pick Up feature works smoothly for your customers, it's important to let our software know your operating hours. This will help ensure that your customers know when they can come and pick up their mail.
Make sure to also set up the mail types and fees for your Mail Metadata which will link back into the mail pick-up fees. Setting Up And Using Mail Metadata To Generate New Revenue
There are 3 ways to offer Mail Pick Up: During Business Hours, By Appointment, and Pending Preparation.
Log in to your Dashboard, select Admin
Select Mail on the left side and click on the Mail Pickup tab
The following options will show up on the page:
During Business Hours
Select this option for your customer, if you have staff during your business hours or if you want customers to pick up their mail anytime during business hours after you set the Lead Time.
For example: If you select this option and you set the Lead Time at 2 business days:
The customer requested to pick up mail on a Monday, the customer should come to the store on Wednesday.
By Appointment
Select this option if you want more control over your pick-up schedule. The customer can set an appointment with you to pick up their mail.
Pending Preparation
Select this option if you want the customer to know when their mail item is ready to be picked up.
Please take note that the default lead time for appointments is at least 1 hour, but you have the option to set it up according to your preferred time. You can refer to the suggested data in the pop-up box as a guide. Kindly remind your customers that they can only set up an appointment after the lead time you've set.
Setting up Mail Pick Up Fees
Log in to your Dashboard, select Customers
Click on Service Plans, select a plan and click on Pickup tab
Just a quick note to let you know that in order to set up pick-up fees for your customers, you'll need to select each Service Plan individually. This will ensure that you have the flexibility to customize fees based on the specific plan.
Under Pickup tab make sure to turn on Allow Local Pickup
Set Monthly Visit Allowance then input the Fee Per Visit. This fee is to be charged per pickup visit regardless of the number of mail items being picked up.
Just a quick note, we have a feature called Monthly Visit Allowance that allows customers to use our Mail Pick-Up service for up to a certain amount each month without being charged a fee.
To add pick up rule, click the blue button Add Pickup Fee Rule
A pop up box will appear, select the Mail Type
Set Monthly Visit Allowance and the Additional Cost Per Item and click the Add button
Click Update to apply information in the system
On your Dashboard under Pickups, you will see two sections: Requested and Ready.
The Requested section on your dashboard displays the number of pick-up requests that you have received from your customers. This helps you to prepare the mail items for the custoner's pick-up visit. Please note that this information is shown to you regardless of your pick-up timing settings and lead time if you have set one.
The Ready section displays the number of mail items that are ready for pickup. This section will lead you to a list of Mail Items Ready for Pick Up, where you can take action on each item. You can click on a mail item to view more details, such as the Pickup Window and Pickup Expiration, so you can prepare the mail items for the customer's pickup visit.
Note: You can inform your customers that if you have set your Mail Pickup Timing as Pending Preparation, you will need to manually let them know when their mail items are ready for pick-up. You can do this by going to the Requested section from your Dashboard, selecting a mail item, and clicking the blue Pickup Ready button to alert the customer.
We want to make sure that customers receive all the necessary information about their pick-up requests, which is why we send an email notification after a request is made. This email includes all the important details such as the pickup window and your business hours, so customers can plan accordingly.