Your Concierge workspace
Your built-in CRM, enquiries, bookings, business setup and connected accounts.
Customer sign-in
Use the business ID and email from your Trendi invitation. New to Concierge? Request setup.
Accept invitation or recovery link
Your built-in CRM
Enquiries from your connected calls, emails, texts and website chat, with their contact details and follow-up status.
Enquiries and pipeline
Appointments
Follow-up tasks
Your setup
Save your business details, add the information Concierge should use, and connect the accounts you choose. Each channel is tested before activation.
Business setup
Your business information and channel connections are private to your account. A configured channel still needs Trendi's verification before it is activated.
Business information
Add the FAQs, services, opening hours and price lists Concierge should use for your business. This information belongs only to your workspace. Saving the same document title replaces that document.
Customer channel permissions
The business owner must explicitly authorize each capability. Authorization does not connect accounts, activate messages or start call recording. Caller consent and live provider verification are separate requirements.
Telephone numbers
Read-only. Enabling phone reception requires operator verification.
Recent calls
Email drafts awaiting review
Incoming emails are untrusted. Review all factual claims and replace any initial review placeholder before approval. Only the business owner can approve. Live messaging remains disabled unless the operator separately configures it.
Invite team member
The generated invitation token is shown once for manual delivery through a verified private channel; it is never emailed automatically.
Social accounts and drafts
Posts stay within your business. New posts need your approval before they can be scheduled. Live social publishing remains separately controlled by Trendi. OAuth account linking requires an approved Trendi configuration. Your passwords are never entered into Concierge.