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newSchoolWorks.com › VoTechWorks › Hospitality, Food & Tourism › Hotel & Hospitality Operations › Guest Services Operations › Lesson 6
HOS-HOTE29-05 · Lesson 6 · 12 clock hours · practice

Concierge Services: Local Knowledge, Reservations, and Referrals

Objective. Students will provide accurate local-area recommendations, make a restaurant reservation by phone on a guest's behalf, and produce a written concierge referral card meeting hotel presentation standards.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a certified food-safety manager and industry professional or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

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What a Concierge Does

The concierge is the guest's personal guide to everything outside the hotel room. A skilled concierge answers questions before guests think to ask them, arranges reservations without error, and hands over information in a form the guest can carry and use. The role demands accurate local knowledge, professional telephone manner, and attention to detail — because a wrong address or a missed dietary note can ruin a guest's evening and damage the hotel's reputation.

Building Local Knowledge

Reliable local knowledge is the foundation of concierge work. You cannot recommend what you do not know, and you cannot afford to recommend something inaccurate. Use publicly available, authoritative sources: the local convention and visitors bureau, official transit authority websites, and well-established review platforms that show current hours and contact information. Always verify hours and addresses before giving them to a guest, because businesses change schedules without notice.

A useful local area brief covers a range of guest needs:

Keep the brief formatted clearly so another team member can read and use it in your absence. Use consistent fonts, logical headings, and current information with a date notation so readers know when it was last verified.

Making a Reservation on a Guest's Behalf

When a guest asks you to make a reservation, you are representing both the guest and the hotel. Follow these steps every time.

Step 1 — Gather complete information from the guest before you pick up the phone. Confirm: the guest's name (and how it should appear on the reservation), the date and time preferred, the number of guests, any dietary restrictions or allergies, and any special occasion notes.

Step 2 — Call the restaurant during a quiet moment, identify yourself as the concierge at [Hotel Name], and state the request clearly and completely. Mention the dietary restriction early in the call so the host can confirm the kitchen can accommodate it — never treat an allergy as an afterthought.

Step 3 — Confirm all details aloud while the host is still on the line: guest name, date, time, party size, and dietary accommodation. Ask for a confirmation number if one is offered.

Step 4 — Read the confirmation back to close the call: "So I have a reservation for two guests under [Guest Name], this Saturday at 7:30 p.m., with a gluten-free requirement confirmed by the kitchen — is that correct?"

Step 5 — Record the details immediately in the concierge log or property management system, then prepare the guest's referral card.

Safety note: Never guess about a food allergy or dietary restriction. If the restaurant cannot confirm accommodation, report that honestly to the guest and offer an alternative. A guest harmed by an unreported allergy is a medical emergency and a serious liability.

Producing a Concierge Referral Card

A referral card is the physical or printed document you hand to the guest. It is a brand-standard touchpoint — meaning it represents the hotel visually and must meet the property's formatting guidelines. A complete referral card includes:

1. Restaurant name and full address (including suite or floor if applicable)

2. Reservation date and time

3. Dress code — note it even if it is casual, so the guest is never caught off guard

4. Dietary accommodation confirmed — this field is mandatory; omitting it is a safety issue, not just a formatting error

5. A personalized welcome note from the concierge — one or two warm sentences that make the guest feel anticipated rather than processed

Print the card on hotel letterhead or a branded card template. Proofread for spelling errors; a typo on a restaurant name or address sends the guest to the wrong location.

Professional Telephone Standards

Every phone call made on behalf of a guest reflects the hotel. Use a warm, professional greeting that identifies the hotel and your role. Speak at a measured pace — rushing causes errors. Never place the receiving party on hold without asking permission. Thank the host by name if introduced. Close the call with a courteous sign-off. These habits protect the hotel's reputation and build relationships with local businesses, which benefits every future guest.

Accuracy Is a Safety Issue

In concierge work, accuracy is not only about professionalism — it has direct safety implications. An incorrect address for a medical facility in an emergency, an unconfirmed allergy at a restaurant, or outdated transportation information at night can put guests at risk. Treat every piece of information you give a guest as if their safety depends on it, because sometimes it does.

Key terms8

ConciergeA hotel employee who provides personalized guest services including local recommendations, reservations, and referrals to outside businesses and attractions.
Referral cardA printed or formatted document given to a guest that contains confirmed reservation details, directions, and a personal note from the concierge, produced to the hotel's brand standards.
Local area briefA one-page reference document compiled by concierge staff listing verified dining, attractions, transportation, and medical resources near the hotel.
Dietary restrictionA guest's requirement to avoid certain foods due to allergy, intolerance, religious observance, or personal preference; must be communicated to and confirmed by the receiving restaurant before the reservation is finalized.
Confirmation read-backThe practice of repeating all reservation details aloud to the receiving party before ending a phone call, to verify accuracy and prevent errors.
Brand standardThe documented formatting, language, and quality guidelines that a hotel brand requires for all guest-facing communications and materials.
Dress codeA restaurant or venue's required or recommended attire for guests; the concierge must note this on the referral card so guests can prepare appropriately.
Concierge logA record — physical or digital — maintained by concierge staff documenting every reservation, request, and referral made on behalf of guests, supporting continuity across shifts.
In class: Research project: using publicly available resources, each student builds a one-page 'local area brief' covering five dining options (varied price points), three cultural attractions, two transportation options (taxi/rideshare and public transit), and one medical facility near a chosen hotel market; instructor reviews for accuracy and professional formatting. · Live phone practice: instructor or student partner plays a restaurant host; students call to make a reservation for two guests including a dietary restriction (gluten-free), confirm details, and read back the confirmation—recorded for self-review and instructor scoring. · Students produce a printed concierge referral card for a guest requesting a romantic dinner reservation: card includes restaurant name, address, reservation time, dress code note, dietary accommodation confirmed, and a personalized welcome note from the 'concierge'; evaluated against a hotel brand-standard sample card.
Materials: Local area brief template, sample hotel concierge referral card, phone or headset, publicly available restaurant/attraction listings, printer, hotel brand-standard reference card
Check: Phone reservation role-play scored on a 10-point checklist (greeting, guest name used, dietary need communicated, confirmation read back, professional close); minimum 8/10. Referral card contains all required fields with no factual omissions—missing dietary confirmation is an automatic resubmission.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Guest Services
1. A guest asks the concierge to recommend a restaurant but does not mention any dietary needs. What should the concierge do first?
Guest Services
2. When making a restaurant reservation by phone on a guest's behalf, when should the concierge mention a gluten-free dietary requirement?
Guest Services
3. Which field, if omitted from a concierge referral card, requires automatic resubmission regardless of how well all other fields are completed?
Guest Services
4. A concierge's local area brief lists a nearby urgent care clinic. Two weeks later, a guest needs the address. What should the concierge do before providing it?
Guest Services
5. Which of the following best describes the purpose of a confirmation read-back at the end of a reservation phone call?
Guest Services
6. A guest requests a romantic dinner reservation. The concierge produces a referral card but cannot verify the restaurant's current dress code online. What is the most appropriate action?
Guest Services
7. What is the primary reason a concierge's local area brief should include a date notation indicating when it was last verified?
Rooms Division/Front Office Operations
8. During a phone reservation role-play, a student forgets to use the guest's name at any point in the call. On the 10-point checklist, which item is most directly affected?
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