# 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.

Agent · Customers · How to · Last updated 2026-10-04

## 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

1. In the Agent portal, select **Customers**.
2. Select the **+** button (**Add new customer**).
3. Enter **First Name** and, if you have them, **Last Name**, **Nickname**, **Email** and **Phone**.
4. Optionally enter the address.
5. 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.
6. Select **Save**.

![The new customer form with First Name, Last Name, Nickname, Email and Phone fields](https://www.kindra.ai/assets/support/customer-new-d75f3701.jpg)

## 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](https://www.kindra.ai/support/read-your-home-timeline.md) 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.

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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

All support articles: https://www.kindra.ai/support.md