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The Agent and Admin portals 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

Just me

Home

  • Read your Home timeline Reference

Customers

  • Add a customer How to

Reservations

  • Add a reservation How to
  • Cancel a reservation How to

Sales

  • Sales, Earned, Owed and Paid Reference

Admin

Everyone

Admin

  • Export your agency's data How to
  • Fix a billing banner Troubleshooting

Team Members

  • Add a team member How to
  • Team member roles Reference
  • Archive a team member How to

Offerings

  • Add an offering How to
  • Delist or delete an offering How to

Bookings

  • Find and correct a booking How to

Remittances

  • Upload a commission statement How to
  • Statement lines that were not found Troubleshooting

Payments

  • Pay your team How to
  • Payment policies Reference
  • Add a bonus or deduction How to

Sales

  • Read agency sales Reference

Still stuck?

Tell us which screen you were on and any message you saw.

Email support@kindra.ai
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