How to convert a request into a Concierge order

When you're ready to act on a customer's request, you convert it into a Concierge Order. This creates a managed order you can build out, get approval on, and ultimately fulfil.

Steps

1. Go to Concierge → Requests.
2. Click on the request you want to convert to open the details panel.
3. Review the customer's submitted information.
4. Click Convert to Order.
5. A form will appear with the following fields:

Field	Notes
Customer name	Pre-filled from the submission — edit if needed
Customer email	Pre-filled from the submission — edit if needed
Customer phone	Optional
Internal notes	Private notes visible only to you, not the customer

6. Click Create Order.

The request status will update to Converted and you'll be taken to the new Concierge Order, which starts in Draft status.

Notes

• A request can only be converted once. Once converted, the Convert to Order button will no longer appear on that request.
• You can always create a Concierge Order manually from Concierge → Orders if you need to start one without a form submission — see How to create a Concierge order manually.