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How to view and manage incoming Concierge requests

When a customer submits your Concierge Form, their response appears as a request in your dashboard. This guide explains how to view, search, and manage those requests.

Viewing your requests

Go to Concierge → Requests. The table shows all incoming submissions with the following columns:

  • Submitter — the customer's name
  • Form — which form they submitted
  • Date — when the request was submitted
  • Status — either Pending (not yet acted on) or Converted (turned into an order)

Searching and filtering

  • Use the search bar to find requests by submitter name or email.
  • Use the status filter to view All, Pending, or Converted requests.

Viewing a request's details

Click on any row to open the request details. You'll see:

  • Submitter name and email
  • Submission date and time
  • Which form was used and which storefront it belongs to
  • All custom field responses from the form

Deleting requests

Single request: Open the request and use the delete action, or use the action menu directly from the table row.

Multiple requests: Check the boxes on the left of each row you want to remove, then use the bulk delete option. A confirmation dialog will appear before anything is deleted.

Deletions are permanent — requests cannot be recovered once removed.