Keep your Concierge dashboard organized and up to date
As your client process evolves, you can edit, duplicate, archive, or delete Concierges to keep your library clean and relevant. These options help you refine your workflow without losing valuable conversations or templates.
What you can do
- Edit: update stage, purpose, or notes—changes apply instantly across all uses.
- Duplicate: create a copy to make other customizations or edits without affecting your first.
- Archive: hide inactive Concierges without deleting them.
- Delete: permanently remove a Concierge (any completed sessions will still be saved).
Why it matters
- For personal stylists: adapt questionnaires for different client types (e.g., regular vs seasonal clients).
- For interior designers: create different templates for different project types.
- For wedding & event planners: keep your Concierge list focused by archiving past event flows.
How each option works
- Go to your Concierge dashboard.
- Choose Edit, Duplicate, Archive, or Delete.
Common questions
- If I edit a Concierge, do clients see changes right away? Yes—updates apply immediately to all active links.
- Can I recover a deleted Concierge? No, but completed sessions will not be deleted. If you may still want to access a Concierge, archive it instead.
- What happens to hub-linked Concierges if I delete the original Concierge? They become inactive, but responses and transcripts stay available.
