Help Center
Step-by-step walkthroughs for customers and mailbox operators.
Getting started
Customers
Fully activate a customer
Follow an invited customer through account activation, payment, document review, and mailbox readiness.
Customer-paid example for a US store.
Cancel, terminate, or delete a customer
Review cancellation, service-end dates, deletion, and retained compliance records.
The walkthrough uses a US customer-paid subscription.
Organize customers into lists
Create and rename customer lists, move selected customers, and filter list membership.
Import customers in bulk
Map a customer CSV, review mailbox and document options, and correct failed import rows.
The sample includes mailboxes and US Form 1583 options; use only the options that apply to your store.
Configure mailbox numbers and number pools
Choose assignment rules, create number pools, link plans, and monitor mailbox availability.
Mail operations
Log incoming mail and handle exceptions
Log incoming mail, confirm recipients, notify customers, and resolve unknown-recipient exceptions.
Fulfill scan requests
Request a scan, upload the interior pages, and view or download the finished scans.
Schedule and complete pickups
Schedule a pickup, prepare the correct mail, and confirm physical collection.
Fulfill shredding and discard requests
Request and complete shredding or discard, with a separate record for each outcome.
Forward mail through delivery
Request forwarding, review a quote, record shipment, and confirm delivery.
Billing and plans
Recover from failed billing
Review a failed payment, update payment details, and confirm billing and membership recovery.
Customer-paid subscriptions. The secure payment portal is a separate step.
Choose billing mode and understand store charges
Compare customer-paid, prepaid, and compliance-only billing and their setup requirements.
Create plans, allowances, and service fees
Configure plan prices, scan and shred policies, mail allowances, storage charges, and forwarding fees.
Use service credits and bundles
Create credit bundles, grant credits, buy a bundle, and review held mail and auto top-up.
Available when service credits are enabled.
Change a customer's plan
Review a new plan and its immediate prorated charge, then confirm the updated membership.
New changes apply immediately. Existing scheduled changes can be reviewed or canceled.
Compliance
Complete and review Form 1583
Complete Form 1583, upload identity documents, and review the signed packet.
US store example. Notarization is completed separately.
Complete CRD tasks and quarterly certification
Review CRD tasks, record filing outcomes, and complete quarterly certification.
Enroll and manage done-for-you CRD filing
Review managed CRD plans, service terms, CRID setup, authorization, usage, and cancellation.
Stripe checkout and USPS authorization are completed separately.
Communications
Configure and approve assistant follow-ups
Bind follow-up templates, set contact limits, approve or skip proposals, and review activity.
Available when the assistant is enabled.
Create templates and track communications
Create email and SMS templates, preview customer variables, schedule messages, and inspect delivery failures.
More guides
How to register your business
Create your store account and begin setting up Innbocks.
How to choose notarization mode
Choose how customers complete notarization for your store.
How to add or invite a customer
Create a customer record and send an invitation.
How to add your logo
Add your store logo for customer communications.