Add a customer

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.

Before you begin

First Name is the only required field.
Customers you add are yours. Other agents at your agency do not see them in their own list.

Steps

In the Agent portal, select Customers.
Select the + button (Add new customer).
Enter First Name and, if you have them, Last Name, Nickname, Email and Phone.
Optionally enter the address.
To track a birthday or anniversary, select Add person under Important Dates. Enter a Name and Relationship, choose Birthday or Anniversary, and enter the date. The year is optional.
Select Save.

The new customer form with First Name, Last Name, Nickname, Email and Phone fields — The new customer form. Only First Name is required.

What you should see

The message Customer saved. The customer appears in Customers, and a Reservations tab appears on their page.

Birthdays and anniversaries you entered show on Home when the date approaches.

Find a customer later

Use the search box on Customers. It searches name, nickname and email. Enter several words to narrow the list: every word must match.

If something goes wrong

"Possible duplicate"

Kindra AI found one of your customers with the same email, the same phone, or a similar name. Select Edit followed by their name to open the existing customer, or Save Anyway to keep both.

An important date did not save

A row under Important Dates needs a Name. Rows without one are not kept.