What's inside the concierge business planner
- Client Profiles
- Request Log
- Trusted Vendors
- Service Packages
- Time Tracker
- Client Dates Calendar
- Invoice Tracker
- Income & Expenses
- Notes
See every page
All 13 pages of the US Letter version, exactly as they print. Tap a page to see it larger.
- 1. Cover
- 2. This Planner Belongs To
- 3. Contents
- 4. Client Profiles
- 5. Request Log
- 6. Trusted Vendors
- 7. Service Packages
- 8. Time Tracker
- 9. Client Dates Calendar
- 10. Invoice Tracker
- 11. Income & Expenses
- 12. Notes
- 13. Thank you page
Who this concierge business planner is for
This planner is for personal concierges, lifestyle managers and errand services handling bookings, gifts, travel and household tasks for busy clients. It suits solo concierges with a few high-touch clients and small teams serving many households. Clients pay for peace of mind, so remembering preferences, important dates and trusted vendors is the heart of a great concierge service.
How to use your concierge business planner
Create a profile for every client with preferences, family details, allergies and favorite places. Log each request with the date, task and outcome. Keep trusted vendors such as florists, caterers and drivers on the vendors page. Define your packages and retainer options. Track time spent for each client. Mark birthdays, anniversaries and renewals on the dates page so you can act ahead. Track invoices and record income and expenses each month.
Formats included
A4 PDF
For printing in most of the world (210 × 297 mm).
US Letter PDF
For printing in the US and Canada (8.5 × 11 in).
Digital PDF
Hyperlinked tabs for tablets and PDF annotation apps.
Ready to start?
Free downloadConcierge Business Planner questions
Can I track important dates for clients?
Yes. There is a dates page. Look for the "Client Profiles" and "Client Dates Calendar" pages in the 13-page concierge business planner. Download it free, print only the pages you need and add more copies of any page later. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.
Can I keep a vendor list?
Yes. Look for the "Trusted Vendors" page in the 13-page concierge business planner. Every page is undated, so you can start any day and reprint a page whenever it fills up. Download it free, print only the pages you need and add more copies of any page later.
Does it track time?
Yes. Look for the "Time Tracker" page in the 13-page concierge business planner. Download it free, print only the pages you need and add more copies of any page later. Print the A4 or US Letter PDF as often as you need, or write in the digital version on a tablet.
Is the Concierge Business Planner really free?
Yes, the Concierge Business Planner is completely free for personal use. Download the 13-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. FolarraStudio is free to use. In the future, a few clearly labeled ads may help keep it free.
What size is the Concierge Business Planner?
The Concierge Business Planner comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 13 pages.
