Video briefs for busy clients: shopping without them there

A video call to set sizes, style and budget, shopping on your own, then a try-on appointment: how personal shoppers can serve clients who have no time to shop.

6 min read

For clients who can't give you a half-day, split the work into a short video brief, a shopping session you do alone, and a try-on appointment where they choose what to keep. The brief fixes sizes, style, budget and occasions; the try-on takes place at their home or office at a time they book; returns are handled by you afterwards. The client spends an hour in total, and you shop at your own pace with a clear list.

Who this suits

Some clients want a new work wardrobe but spend their days in meetings. Others live far from the shops, have small children, or simply dislike stores. A shopping trip together doesn't fit their week, but a video call and a try-on do. For you, it replaces a long trip at the client's pace with focused shopping at yours.

Running the video brief

  1. What it's for: new job, event, season, a full refresh, a few missing pieces.
  2. Sizes and fit: measurements, sizes in brands they already wear, fits they like or avoid.
  3. Their wardrobe: ask them to show a few favourite pieces and the ones they never wear, on camera.
  4. Style and colours: photos they like, colours they're comfortable in, dress codes at work.
  5. Budget: for the whole selection, and a ceiling for any single item.
  6. Try-on logistics: where, when, and whether they want everything on the day or a shortlist.

Write the brief down and send it. Shop with a margin: bring two sizes where fit is uncertain and a few alternatives, knowing what you can return and by when.

During the try-on

Arrive with the pieces grouped into outfits rather than a pile of bags, each with its price and return date noted. Start with the outfit you're surest about, so the session opens on a yes. Let the client react before you explain your choices, and photograph each combination they keep, which gives them a reference for getting dressed on busy mornings. Everything they don't keep goes straight back into labelled bags for returns. Finish by noting what's still missing; it becomes the brief for the next round.

Clients who come back

Once you know a client's sizes and style, the next brief can be a short call rather than a full session. Offer a shorter follow-up brief service at a lower price, and suggest a seasonal rhythm, for example before autumn and before summer, that you invite them to book when the time comes.

Setting up the services

On Book, each service has a name, a price and an optional description shown on your public page. You open slots for each service at the length it takes; clients pick a service, then a free slot. One place per slot, since each appointment is with one client.

ServiceExample slotExample price
Video brief45 min€40
Shopping on your behalfHalf day€180
Try-on at home or office1 h 30€90
Returns and final check-in call20 minIncluded

Durations and prices are examples: set your own. In the description of the video brief, say how you send the video link and what to have ready: a tape measure, favourite pieces, photos they like. Say how purchases are paid, since Book doesn't take payments.

What to ask in the booking note

The public booking form asks for first name, last name, email and phone, plus an optional note you read in your new-booking email. Ask what the shopping is for and the rough budget. The note can't be edited once the booking exists, so put the questions in the service description.

Booking the try-on

At the end of the video brief, agree the try-on date, then create the slot and book the client in from your calendar: first and last name are required, email and phone optional. With one place, the slot is full and hidden from your page. Plan your shopping backwards from that date, leaving time for a second store if something is missing. If the client's week changes, they contact you and you reschedule from your bookings list; Book doesn't email clients about changes, so confirm yourself. With calendar sync (Google, iPhone, Mac), briefs, shopping days and try-ons sit in one calendar. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

Is a video brief enough to shop for someone?
With clear sizes, examples of what they like and a budget, it's a solid basis. Bringing two sizes where fit is uncertain covers the rest.
Where does the try-on happen?
Wherever suits the client: home, office, a hotel room. Say which areas you cover in the description.
How do I handle returns?
Keep receipts and return windows with each item, and plan the returns right after the try-on.
Can clients pay through Book?
No. Book handles appointments only; explain how purchases and your fee are paid.

Guides for personal shoppers