How to add and manage recipients on a Concierge order

The Recipients tab is where you manage who the order will be delivered to. Each recipient can have their own address, delivery note, and gift note.

Opening the Recipients tab

Go to Concierge → Orders, open the order, then click the Recipients tab.

Adding a recipient manually

1. Click Add recipient.
2. Fill in the recipient's details:

Field	Notes
First name	Required
Last name	Required
Email	Required
Phone	Optional
Apt / Unit	Optional
Address line 1	Street address
Address line 2	Optional
Suburb
State
Country
Postcode
Delivery note	A note attached to this delivery — supports merge fields
Gift note	A personal message included with the gift

3. Click Save to add the recipient.

Merge fields in delivery notes

Delivery notes support personalisation tokens that are replaced with each recipient's actual details when the order is processed:

• {{#firstName}} — recipient's first name
• {{#fullName}} — recipient's full name

For example: "Hi {{#firstName}}, your gift is on its way!"

Bulk uploading recipients

If you have many recipients, you can upload them all at once using a CSV or Excel file:

1. Click Bulk upload.
2. Select your file.
3. Map the columns in your file to the recipient fields.
4. Confirm to import.

Editing or removing a recipient

• Click the edit icon on a recipient row to update their details.
• Click the trash icon to remove them. A confirmation prompt will appear.

Delivery method restrictions

If the order's delivery method is set to Send to one location, only one recipient is allowed. Adding a second will be blocked until the delivery method is changed.