## Anytime Mailbox Manual Signup Runbook

Provider confirmation: Anytime Mailbox does not currently offer a bulk API. Each client mailbox must be created as a separate manual application.

### Recommended operating policy

1. Use the client's real name, phone, and service address details during signup.
2. Use a temporary operations email controlled by us only for initial provisioning if the client is not yet available for OTP.
3. Complete payment with company card.
4. After mailbox activation and verification checklist is complete, rotate login email/password to the client and record transfer in ERPNext notes.

### Manual flow (per mailbox)

1. Go to `https://www.anytimemailbox.com` and select location.
2. Select service plan and review inclusions with customer.
3. Pick mailbox number, enter legal name exactly as ID.
4. Enter customer home address, contact details, and password.
5. Complete 6-digit email OTP verification.
6. Review plan and fees.
7. Enter payment card and complete recurring subscription checkout.
8. Log in and complete verification workflow immediately.

### Required controls

- Record mailbox center, plan tier, recurring price, and renewal date in ERPNext.
- Confirm customer consent preference for SMS/calls is explicit (optional toggle in form).
- Add a handoff checklist item before delivery: credentials transferred, recovery email/phone updated, and customer can log in.

### Playwright-assisted mode

The BC adapter now automates location/plan/account steps with Playwright and pauses at OTP unless an OTP value is provided.

- `ANYTIME_MAILBOX_SIGNUP_EMAIL` - mailbox signup email (optional; fallback uses `mailbox+{order_id}@performancewest.net`)
- `ANYTIME_MAILBOX_SIGNUP_PHONE` - contact phone for signup form (optional)
- `ANYTIME_MAILBOX_DEFAULT_PASSWORD` - deterministic password for provisioning (optional)
- `ANYTIME_MAILBOX_OTP_CODE` - six-digit OTP sent by Anytime Mailbox (required to complete non-interactively)

OTP can now be fetched automatically from your Carbonio/IMAP inbox if these are set:

- `ANYTIME_MAILBOX_IMAP_HOST` - IMAP host (example: `mail.performancewest.net`)
- `ANYTIME_MAILBOX_IMAP_PORT` - IMAP port (default `993`)
- `ANYTIME_MAILBOX_IMAP_SSL` - `true`/`false` (default `true`)
- `ANYTIME_MAILBOX_IMAP_USER` - inbox username used for Anytime signup emails
- `ANYTIME_MAILBOX_IMAP_PASS` - inbox password
- `ANYTIME_MAILBOX_IMAP_FOLDER` - mailbox folder (default `INBOX`)
- `ANYTIME_MAILBOX_OTP_SENDER_HINT` - sender filter hint (default `anytimemailbox`)
- `ANYTIME_MAILBOX_OTP_TIMEOUT_SECONDS` - max wait for OTP (default `180`)
- `ANYTIME_MAILBOX_OTP_POLL_SECONDS` - poll interval (default `6`)
