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Mail Management
USPS Compliance
BCG
Overview of the BCG
Creating a BCG Account
Uploading Renter Files into the BCG
Overview of the USPS 1583-A Form
BCG User Responsibilities
BCG Upload solution
Overview of the BCG Upload Solution
How the BCG Upload Solution Works
Opting In for the BCG Upload Solution Service
Benefits of the BCG Upload Solution Service
Adding Anytime Mailbox to your BCG Account
Cost of the BCG Upload Solution Service
BCG Upload Solution FAQ
What is the new BCG Upload Solution?
Why is this Upload Solution Important?
What are the Benefits for Your Location?
What does Anytime Mailbox need from My Location to Use the Upload Service?
Is there a cost for the Upload Solution Service?
Will My Location be Notified of Which Renters are Uploaded into the BCG?
What Happens Once Your Location has added Anytime Mailbox to Your BCG Account??
Where Can I Find My Locations Site ID?
Is it Secure to have Anytime Mailbox added on Your Locations BCG Account?
New Operators
Account Set Up
Formatting Your Business Address
Adding Your Logo
Entering Terms and Conditions
Setting Up Business Hours and Calendar
Add Additional Users
Creating Mailboxes
Add Reserved Boxes and Why it Matters
Setting Up a Demo Customer Account
Adding a Service Plan
Change Service Plan Visibility
Service Plan Allowances
Mail Settings Set Up
Set Up and Use Mail Pickup
Setting Up Storage Fees
Setting Up And Using Mail Metadata To Generate New Revenue
Customizing Action Requests
Displaying Carriers Supported
Showing Specific Carriers for Customer Forward Requests
Applications
Acquiring New Customers
Understanding The Application Process
Approving Applications
Requirements an Applicant Needs to Submit to be Approved
Manually Adding Customers (Walk-in Customers)
How Anytime Mailbox Contacts Customers for their Verification Documents
Mail Management
Uploading And Assigning Mail Using Mobile App Or Desktop Dashboard
Complete an Open and Scan Request
Complete a Forward Request
Set Up Consolidated Shipping
Complete a Pick Up Request
Handling Payment for Forward Requests
Handling Wrongly Assigned Mail
Process a Check Deposit Request
Billing & Payments
Adding Disbursement/ACH Information
Viewing Your Anytime Mailbox Invoice
How Anytime Mailbox Charges You
Adding Credit Card Information
Information on Your Earnings Statement
Date of Your Disbursement
FAQs
Mail Management
How to Upload & Assign Mail to a Customers Mailbox?
How Do I Move the Mail into the Shipment Bundle When Completing a Forward Request?
How Do I Clear the Cache on the App?
I Turned Off the Option for Customers to be Able to Request a Shipping Quote, so Why Did it Still Send them a Quote?
How Do I Add Tracking Information for a Forwarding Request Already Marked as Completed?
What Steps Should I Take if a Customer Requests Consolidated Shipment but Submitted Individual Requests?
How Do I Fulfil a Mail Forwarding Request?
How Can I Determine if the Customer Will be Charged for Each Action Request We Fulfil on Their Behalf?
Are There Storage Limits For Scanned Contents?
Application Process
What Should I do Upon Receiving a Notification of a New Customer?
What Steps Should I Take if a Customer Visits My Store and Wants to Sign Up for an Anytime Mailbox Account?
Why Do Some Customers have Red Triangles Next to their Name?
Can I Undo an Application Approval?
If I Reject an Application, Does it Close the Customers Account?
Why Are there Applications Showing Under the Direct Box on the Dashboard, but No Documents Have Been Submitted?
Billing
Can I Refund My Customers?
What’s the Difference Between Applying Credit to a Customer and Refunding a Customer back to the card?
Can I view my Customers Invoices?
Can You Provide a Detailed Breakdown of How ATMB Charges Us?
Where Can I View my Location's Earnings?
Does Anytime Mailbox have a Customer Refund Policy?
Account Settings
How Do I Reset My Password?
Adding/Changing My Locations Company Logo On The Software Platform
How Do I Add More Mailbox Numbers?
How Can I Change My Notification Settings?
Signing Up
How Do I Sign Up for Anytime Mailbox?
How Does Your Pricing Work?
Is There A Required Deposit to Sign Up with Anytime Mailbox?
Do I Have To Purchase New Software Or Hardware?
Are There Long Term Contracts?
Are There Volume Discounts for Pricing?
Do I Have To Provide All Of The Service Options That Anytime Mailbox Offers?
About Anytime Mailbox
Are You A Virtual Mailbox Company?
Does Anytime Mailbox Have Its Own Location To Accept Mail And Packages?
Do You Offer Phone Support?
Is Your Service Secure?
Account Management
Admin Settings
Add Business Hours for Local Pickup
Add Users to Your Account
Local Pickup Types
Making Use of Our Provided Marketing Tools
Manage Staff Privileges
Quarterly CMRA Report
Reset Your Password Within Your Dashboard
Turn On/Off Email Notifications from ATMB
Update Your Calendar for Local Pickup
Update Your Terms and Conditions for Your Customers
General Information
Add Reserved Boxes and Why it Matters
Closing Your Location
Discount or Credit for Referrals
Log into a Demo Customer Account
Mobile App Hardware Requirements
The Anytime Mailbox Mail Center App
Understanding Vanity Domains
Your Branded URL
Customer Verification
Verification Process
Screening Customer Verification Documents
Downloading a Customer Pre-Populated USPS 1583 Form
Customer Verification Documents Submitted Directly to Your Location
Customer’s Application is Pending Verification With Documents Uploaded
Safety Talk from USPS
Pending Assignment Mailbox
Request Further Verification Document Screening from Anytime Mailbox
Authorized Recipients
Adding an Authorized Recipient
Additional Recipients Monthly Service Plan Allowance
Approving Authorized Recipients
Authorized Recipients Verification Documents
Understanding Authorized Recipients
Applications
Approve an Application
Reject an Application
View All Pending Applications
Red Triangle Next to a Customer's Name
Manage Who Signs Up for Your Location (Geographic Restriction)
Manually Adding Customers (Walk-in Customers)
Customer Management
Renter Account Management
Assigning a Mailbox
Deactivating a Customer
Deleting a Customer
How to Close a Customers Mailbox
Mailbox Maintenance
The Anytime Mailbox Customer App
Unassigning a Mailbox
Customer Settings
Make Private Notes for a Customer
Red Triangle on the Customer's Name
Text (SMS) Alerts for Customers
View Email Notifications Your Customers Are Receiving
Service Plans
Understanding Service Plans
Assigning a Service Plan
Changing a Customer's Service Plan
Make Changes to Your Service Plans
Mail Management
General Mail Management
Automatic Actions
Handling Wrongly Assigned Mail
Non Verified Mail
Uploading Mail
Upload Mail Using the App
Grouped Mail Upload
Handling Mail From Unverified Customers
Edge Detection
Action Requests
Manage Request Quotes Forwarding Requests
Mark all Customer's Mail as Picked Up
Manage Open & Scan Requests
Manage Recycle and Shred Requests
Manage Check Deposit Requests
Manage Ship Immediately Forwarding Requests
Manage Pickup Requests
Enter Tracking Information for a Forwarding Request
Billing Management
Anytime Mailbox Billing
Understanding Billing & Payments
Updating Your Disbursement Information
Software Subscription Fee
Non-Paying Renter Credits
Information on Your Earnings Statement
Returning Your Security Deposit
Update Your Locations Payment Information
ATMB Merchant Services
Connecting to a Merchant Account Gateway
Adding a Stripe Account
Customer Billing
Customer Invoicing
View Your Customer's Current Monthly Usage
Add Tax to Your Customer's Invoice
Post a Credit to a Customer's Account
Post Transaction to a Customer's Account
What to do with Non-Payment Lockout
Removing Non-Payment Lock-out
Updating a Customer's Credit Card
Disable Non-Payment Lockout Entirely
How Anytime Mailbox Contacts Delinquent Customers
Request for Anytime Mailbox to Audit Delinquent Customers
Viewing Non-Payment Lockout Customers
Customer Upfront Payment When Signing Up
Refunds & Disputes
How Refunds are Issued
Issuing Refund on Stripe
Understanding Customer Disputes
Handling Disputes
Videos
Getting Started
Dashboard Overview
App Walkthrough
Administration
How to Manage Who Signs Up for Your Location
How to Add Reserved Mailboxes and Why it Matters
Verification
Approve an Application
How to View Pending All Applications
Mail Management
How to Upload Mail and Assign Mail using your Desktop
How to Upload and Assign Mail using a Mobile App
How to Complete a Scan Request
How to Complete a Shred Request
How to Complete a Recycled Request
How to Handle Pick Up Requests
How to Complete a Pickup Request
How to Manually Mark a Renters Item as Picked Up
How to Complete a Check Deposit Request
How to Handle Ship Immediately Forward Requests
What to do when a Renter Reqeusts a Forwarding Quote?
Webinars
Anytime Mailbox 101 Webinar - A guide for new team members
Understanding the BCG and Upload Solution
Quick Training Guides
New Operators
Are you new to Anytime Mailbox? Check out this New Operator Guide
Quick Guides
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How to Upload Mail and Assign Mail using your Desktop
Modified on: Thu, 14 Dec, 2023 at 10:00 AM
Articles in this folder
How to Upload Mail and Assign Mail using your Desktop
How to Upload and Assign Mail using a Mobile App
How to Complete a Scan Request
How to Complete a Shred Request
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Uploading And Assigning Mail Using Mobile App Or Desktop Dashboard
Upload Mail Using the App
The Anytime Mailbox Mail Center App
Customer Upfront Payment When Signing Up
Grouped Mail Upload
How to Upload & Assign Mail to a Customers Mailbox?
Manage Open & Scan Requests
Are you new to Anytime Mailbox? Check out this New Operator Guide
How Do I Clear the Cache on the App?
Handling Wrongly Assigned Mail
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