%202%20(2).png){kind=avatar}
Clientbook Concierge is a done-for-you text marketing service for jewelry stores, built around in-store events. A small team trained in jewelry clienteling writes every message by hand, sends the invitations, answers the replies, and books customers to come into your store, all under your store's name.
Clientbook launched the service in 2026 as a companion to its clienteling platform, and the pitch on the Concierge site is four short sentences: we write, we send, we reply, you sell. This guide explains what the service actually does, how it differs from the Clientbook CRM and the self-serve Events feature, what it costs, and what the published results look like, so you can decide whether it fits your store.
What Clientbook Concierge Is
Concierge exists for one job: filling jewelry store events. Trunk shows, brand weekends like a Tacori wedding band event, holiday campaigns, bourbon and buying nights. Any moment where the store wins by getting the right customers through the door on a specific date.
The team behind it is trained in jewelry clienteling rather than software. They read client notes before writing, so an invitation lands as a personal note from the store rather than a blast, and they manage each conversation that comes back. If a reply needs someone on your team, it is routed to the right associate with full context.
That is the practical difference between Concierge and marketing software. There is no dashboard for your staff to learn and no campaign builder to operate. You hand the team an event, and they hand you booked appointments and a busy sales floor.
How It Works
- You share three things: the event, the target list, and your store's voice. This is your entire side of setup, and it takes about 15 minutes.
- The Concierge team writes the texts by hand and sends them from a dedicated number for your store. Each message is signed by a member of your staff, so it reads the way your store actually talks.
- The team answers the replies. Questions they can handle, they handle. Conversations that need your people are routed to the right associate with the context attached.
- They book the appointments. Your team's job starts when the customer walks in.
After the initial 15 minutes, your team does nothing until customers show up. That is the whole promise of the service, and it is the reason it exists as a service rather than another feature to manage.
How Concierge Differs From the Clientbook CRM and the Events Feature
This is the most common point of confusion, because Clientbook now offers three distinct things that involve texting customers.
The Clientbook platform is clienteling software your associates use every day: client profiles, wishlists, one-on-one texting, automated follow-ups, and reporting. If you are new to the company, start with the overview of what Clientbook is.
The Events feature is a self-serve marketing tool inside Clientbook. Your team plans the campaign, writes or approves the messages, and sends the invitations. It is your store's tool, run by your store's staff.
Concierge is a service, not a feature. The Concierge team plans, writes, sends, replies, and books on your behalf. Your involvement is roughly 15 minutes of setup, and then selling to the customers who come in.
The simplest way to keep them straight: with the Events feature, you do the texting. With Concierge, a trained team does the texting for you. And you do not need to be a Clientbook software customer to use Concierge.
What Clientbook Concierge Costs
Concierge pricing is public and simple:
$1 per customer contacted
$1,000 minimum per event
$250 one-time setup fee, waived for existing Clientbook customers
No contracts. A non-refundable 20 percent down payment secures your event date.
Because pricing is per customer contacted, the cost of a campaign scales with the size of the list you want reached. Most stores pilot the service with a single event before deciding whether to make it part of their event calendar.
What the Results Look Like
Concierge publishes full case studies, including their attribution methodology and a section on what the numbers cannot prove, which is worth reading before you weigh any headline figure. Three examples from the published set:
Schmitt Jewelers in Phoenix ran a trunk show where 1,687 customers received texts while 7,476 were reached by email and mail only. The texted group converted 25 times better on event days and produced 76 times more revenue per customer reached, with $198,223 in attributed sales across the full season and zero complaints from 1,687 messages.
H.L. Gross and Bro. in Garden City, New York ran their first text campaign ever for a Tacori wedding band weekend. Contacting 3,102 customers produced 24 booked appointments plus 17 additional confirmed attendees, $192,041 in event weekend sales, and $543,000 in total attributed sales once post-event purchases were counted.
Herzog Jewelers in Fort Mitchell, Kentucky contacted 1,853 customers for a bourbon and buying night and attributed $118,028 in sales over the 14-day window. The response rate was 10.8 percent, about double the typical SMS benchmark, and 71 percent of event-day buyers were not repeat holiday shoppers, meaning the campaign brought in customers the store had stopped seeing.
That last point matters if your client list has gone quiet. An event campaign is one way to wake a dormant list, and finding those customers in the first place is covered in our guide to finding the jewelry customers you have not contacted in a while.
Who Concierge Is For, and Who It Is Not For
Concierge fits stores that:
Run events worth filling: trunk shows, brand weekends, holiday open houses. If events are newer territory for your store, start with the fundamentals in do these seven things for a successful jewelry trunk show.
Have a real customer list but no one with the hours to text it personally, one message at a time.
Have relied on email and postcards for event marketing and want to see what personal texting changes.
It is a weaker fit for stores that:
Do not run events or dated campaigns. Concierge is built around an occasion with a reason to come in, so without one there is little for the team to invite customers to.
Want to build an in-house texting habit for everyday clienteling. That is what the Clientbook platform and its Events feature are for, and the do-it-yourself version of this work is covered in how to send personalized event invitations to your top clients.
Have only a small reachable list. With a $1,000 minimum per event, the economics work best when there is a meaningful list to contact.
Frequently Asked Questions
Is Concierge part of Clientbook?
Yes. Concierge is a service offered by Clientbook, the clienteling software company, and run by a dedicated team. It has its own website and its own pricing, but it comes from the same company that makes the Clientbook platform.
Do I need to be a Clientbook customer to use Concierge?
No. Stores that do not use the Clientbook platform can use Concierge. The $250 one-time setup fee is waived for existing Clientbook customers, but the service itself is open to both.
Will my customers know it is not my staff texting them?
Here is the honest answer. The texts are hand written by the Concierge team, signed with the name of a member of your staff, and written in your store's voice, from a dedicated number set up for your store. When a reply needs your team, the conversation is routed to the right associate. In the published campaigns above, response rates ran roughly 10 to 12 percent with zero complaints across thousands of messages, which is a reasonable sign that customers experience these as personal notes from the store.
What happens if a customer opts out?
Campaigns run on a dedicated Concierge number, so opt-outs land there and never touch your store's main texting line. The customer stops receiving event texts, and your store's own number stays clean.
How fast can a first event campaign run?
Your side takes about 15 minutes: share the event details, the target list, and the voice you want the messages written in. The Concierge team takes it from there. There are no contracts, a 20 percent down payment secures your event date, and most stores start with a single pilot event.
Where to Learn More
The clearest picture of the service is the case studies themselves, published with their full methodology at clientbookconcierge.com. If you have an event on the calendar and a customer list you have not been texting, that is exactly the situation Concierge was built for.
Related reading:
How to Send Personalized Event Invitations to Your Jewelry Store's Top Clients
How Do I Know Which of My Jewelry Customers Haven't Been Contacted in a While?
