Concierge services: a guide for pros
What customers ask, how to win the job, and what to put on your profile.
Offering concierge services
You handle requests for clients, including reservations, bookings, travel, gifts and household arrangements, as their single point of contact. Your value is discretion, organized records and reliable follow through on every request.
What customers ask
- Can you book a table at a restaurant that is fully booked?
- Will you pay for things with my card, and how do you keep it secure?
- How will I know what you have booked?
- Can you handle a last minute request while I am traveling?
- What do you do when a booking falls through?
How to win the job
- On the first call, ask for the client's preferences, the people involved, the budget limits, the decision makers and the dates, and write them in a preferences sheet the client approves.
- Set a rule for purchases and bookings, such as which items need client approval first and which can be booked immediately.
- Send each booking to the client in writing with the confirmation, the times and the cancellation rules before the event.
- Keep a shared request list with status, owner and due date, so the client can see progress at any time.
- Record each payment with a receipt, and reconcile the records with the client each month.
- Use only the access the client grants, and remove it when the agreement ends.
What to put on your profile
- List the types of requests you handle, such as travel, reservations, gifts or household services.
- Describe how you keep client information private, in plain steps.
- Name the areas and time zones you cover.
Follow-up that helps the customer
- Review the preferences sheet with the client each season, since tastes and needs change.
- Suggest a plan for recurring dates, such as birthdays or renewals, so nothing is missed.
- Offer a travel checklist for the client's next trip, with the bookings and documents in one place.
Licenses and permits
No license is usually required for concierge services. Keep a current business registration if you operate as a business, and confirm that your insurance covers the work you do; check your state or local rules for any registration your work requires.
Questions
Do I need a certificate to be a concierge?
Usually not. Clients look for references, a clear process for approvals and records, and discretion.
How do I handle a client's payment details?
Use only the methods the client approves, do not store card numbers in your own files and keep receipts for every payment.
What if a client asks me for a service I cannot provide?
Tell the client plainly, suggest the best alternative you know and do not commit to anything you cannot deliver.
Pro reviewers
Pros who offer concierge services remotely can improve this guide, like Wikipedia. We check every edit before it goes live. Every approved edit is credited in the edit history and on the pro's profile.
Edit history
- Oct 29, 2026: Drafted by infinibell to our content guidelines.
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