# Kindra AI Support

> How travel agents and agency admins use Kindra AI, one task per page.

Kindra AI is back-office software for travel agencies that pay independent agents. Forward a supplier's commission statement and every line is matched to its booking and split between the agent, their upline and the agency. Agents see on their phone what is paid and what is still owed. It replaces the CRM and the commission spreadsheets. It does not build itineraries.

To try it, enter your email at https://www.kindra.ai/ and you are in the product: free for 30 days, no credit card, then billed per user per month with no contract. Pricing: https://www.kindra.ai/pricing

## Get started

- [Sign in to Kindra AI](https://www.kindra.ai/support/sign-in.md): Kindra AI has no passwords. Enter your email, open the secure link we email you, and you are in. On a device where you set up a passkey, sign in with one tap instead.
- [The Agent and Admin portals](https://www.kindra.ai/support/agent-and-admin-portals.md): Kindra AI has two portals. The Agent portal shows only your own customers, reservations and sales. The Admin portal shows the whole agency. Your roles decide which ones you see.

## Agent: Home

- [Read your Home timeline](https://www.kindra.ai/support/read-your-home-timeline.md): Home lists what needs your attention, soonest first. Overdue payments and reminders come first, then Today, Tomorrow, This Week, Next Week and Later. Select any item to open its reservation.

## Agent: Customers

- [Add a customer](https://www.kindra.ai/support/add-a-customer.md): In the Agent portal, open Customers, select the + button, enter at least a First Name, and select Save. Add birthdays and anniversaries under Important Dates to see them on Home.

## Agent: Reservations

- [Add a reservation](https://www.kindra.ai/support/add-a-reservation.md): In the Agent portal, open Reservations, select the + button, choose the customer and the product, enter the supplier's confirmation number, dates, total cost and gross commission, and select Save.
- [Cancel a reservation](https://www.kindra.ai/support/cancel-a-reservation.md): Open the reservation, open the menu at the top right, select Cancel Reservation, and confirm. The reservation moves to the Cancelled tab and can be uncancelled later.

## Agent: Sales

- [Sales, Earned, Owed and Paid](https://www.kindra.ai/support/sales-earned-owed-paid.md): The four tabs under Sales answer four questions. Sales is what you sold. Earned is your commission by checkout date. Owed is commission not yet paid to you. Paid is what your agency has paid you.

## Admin

- [Export your agency's data](https://www.kindra.ai/support/export-your-data.md): In the Admin portal, open Admin, select the Data Export tab, and select Download next to Team Members, Customers or Bookings. Each one downloads an Excel file.
- [Fix a billing banner](https://www.kindra.ai/support/billing-banners.md): A banner at the top of the Admin portal means your subscription needs attention. Select Update billing, then Manage billing, to add or change your payment method.

## Admin: Team Members

- [Add a team member](https://www.kindra.ai/support/add-a-team-member.md): In the Admin portal, open Team Members, add a new team member, enter their email and roles, and select Create Team Member. Adding a team member creates a prorated adjustment on your next invoice.
- [Team member roles](https://www.kindra.ai/support/team-member-roles.md): A team member can be an Agent, an Admin, an Assistant, or any combination. Agents sell, admins run the agency, and assistants enter data on behalf of an admin.
- [Archive a team member](https://www.kindra.ai/support/archive-a-team-member.md): Open the team member, select the Archive tab, and select Archive Team Member. They lose access, their records are kept, and the action cannot be undone.

## Admin: Offerings

- [Add an offering](https://www.kindra.ai/support/add-an-offering.md): In the Admin portal, open Offerings, add a new offering, and enter its Product Name, plus a Destination Name and Property Name if it has them. Agents can then select it on a reservation.
- [Delist or delete an offering](https://www.kindra.ai/support/delist-or-delete-an-offering.md): Delist an offering to stop agents selecting it on new reservations while keeping every reservation already booked against it. You can only delete an offering that has no reservations.

## Admin: Bookings

- [Find and correct a booking](https://www.kindra.ai/support/find-and-correct-a-booking.md): In the Admin portal, open Bookings, search by reservation number, customer, agent or product, open the booking, change the Sale or Commission fields, and select Save.

## Admin: Remittances

- [Upload a commission statement](https://www.kindra.ai/support/upload-a-commission-statement.md): In the Admin portal, open Remittances and upload or paste the supplier's statement. Kindra AI reads it, matches each line to a booking, and shows what is ready. Select Receive Commissions to record it.
- [Statement lines that were not found](https://www.kindra.ai/support/statement-lines-not-found.md): A line is Not Found when no booking at your agency has that reservation number. Fix the number on the booking, or add the missing booking, and the statement matches it by itself.

## Admin: Payments

- [Pay your team](https://www.kindra.ai/support/pay-your-team.md): In the Admin portal, open Payments. The Pending tab lists what each team member is owed. Pay them outside Kindra AI, then select Mark All as Paid, or open one person and select Mark as Paid.
- [Payment policies](https://www.kindra.ai/support/payment-policies.md): Policies set when your agents get paid and the commission rates and penalties your agency applies. Find them in the Admin portal under Payments, on the Policies tab.
- [Add a bonus or deduction](https://www.kindra.ai/support/add-a-bonus-or-deduction.md): In the Admin portal, open Payments, select the Adjustments tab, and add an adjustment. Choose who it applies to, Bonus or Deduction, the amount and how often it repeats. It is included in their next payment.

## Admin: Sales

- [Read agency sales](https://www.kindra.ai/support/read-agency-sales.md): Sales in the Admin portal totals your whole agency's sales or commissions for a year, by agent or by product, compared with the year before. Expand any row for its monthly chart and drill in.
