Concierge Vendor and Partner Referral Log

Log concierge referrals to partner vendors and venues for tracking, follow-up, and commission reconciliation.

Referral Record

• Referral Date
• Referral Time
• How was the referral made?
• Referral Source
• Staff Member Name
  Optional. Collect only if needed for internal audit trail or commission reconciliation.

Guest Request Details

• Type of guest request
• Request Summary
  Briefly describe what the guest needed. Avoid collecting sensitive personal details unless necessary.
• Is guest contact information needed for the partner to complete the referral?
• Preferred contact method
• Guest contact details
  Enter only the contact details required for the referral. Do not collect more PII than necessary.

Partner Referral Details

• Partner Type
• Partner Name
• Partner contact method used
• Reason for referral
  Optional. Use for service quality tracking or partner performance review.

Outcome and Commission Tracking

• Referral Status
• Was a booking or reservation confirmed?
• Is this referral commission-eligible?
• Commission Amount
• Commission Currency

Audit Trail and Notes

• Is follow-up required?
• Follow-up Owner
• Internal Notes
  Use for operational notes, exceptions, or reconciliation details. Avoid sensitive guest information unless necessary.