A public reference for the surfaces, modules, workflows, and policies that users directly interact with in Vaulte.
User-facing product map
This documentation is organized around what users actually see: workspace, organization, location, mobile, public-site, builder, admin, and setup surfaces.
Legal and platform rules
Policies
These documents govern how Vaulte handles information, account responsibilities, payments, acceptable use, and platform rules.
Vaulte is organized around surfaces. A surface is the part of the product a user is currently operating in: their professional workspace, an organization, a location, the mobile app, a public site, or a builder/admin tool.
Vaulte user-facing surfaces
Public / Authentication / Setup
Surface chooser / directory
Workspace surface - desktop web
Organization surface - desktop web
Location surface - desktop web
Mobile workspace app
Mobile organization app
Public workspace site
Builder surfaces
Admin surface
Entry
Auth and setup
These are the screens users encounter before they land inside an operating surface.
Public / Authentication / Setup
Login
Shared login
Mobile login
Existing-account entry
Signup
Terms of Service review modal
Acceptable Use Policy review modal
Industry template selection
Microsoft Entra signup handoff
Professional onboarding
Identity
Payments
Offerings / services
Credentials, when the selected template requires them
Review
Organization setup
Access router / loading screen
Navigation
Surface chooser
The surface chooser and organization directory help users move between the business contexts they can access.
Surface chooser / directory
Organization directory
Organization cards
Open organization
Location access cards
Open location surface
Start organization setup
Open workspace surface
Surface switcher
Workspace surfaces
Organization surfaces
Location surfaces
Professional surface
Workspace
The workspace is the professional's operating surface. It is where the user manages their business records, daily work, clients, services, transactions, public presence, and professional relationships.
Workspace surface - desktop web
Overview
Calendar
Appointments
Create appointment
Appointment detail
Customers / Clients
Customer list
Customer records
Customer detail / edit flows
Offerings / Services
Service catalog
Pricing
Duration
Categories
Checkout
Transaction builder
Service line items
Retail line items
Discounts
Notes
Payment flow
Commerce
Counterparties
Invoices
Payables
Receipts
Payment sessions
Inventory
Products
Stock balances
Inventory movements
Reports
Marketing
Public site settings
Public site builder launch
Publish site
Pause site
Archive site
Email campaigns
Campaign preview
Test send
Send campaign
Portfolio
Work samples
Portfolio uploads / content
Notifications
Affiliations
Host / organization relationship context
Professional Network / Marketplace
Discovery
Interest workflows
Messages
Affiliation conversion workflows
Profile
Professional identity
Contact / profile information
Avatar / profile image
Workspace ID
Business owner surface
Organization
The organization surface is for business owners and administrators managing one or more locations and the operating relationship between the business and independent professionals.
Organization surface - desktop web
Overview
Locations
Location list
Location setup / management
Direct location entry
Marketing
Portfolio
Marketplace
Professional discovery
Location marketplace presence
Interest workflows
Contract Builder
Agreement templates
Draft agreement workflow
Send agreement
Signature / status tracking
Reports
Settings
Location operations
Location
The location surface is the physical-location operating layer. It is desktop-web first and is not currently exposed as a full mobile location UI.
Location surface - desktop web
Overview / Front Desk
Calendar
Customers / Clients
Offerings / Services
Checkout
Staff
Employees
Independent contractors
Renters
Inventory
Reports
Notifications
Marketplace / Professional Network
Settings
Services
Staff
Inventory
Residencies
Work Surface
Operations
Operation-specific screens
Mobile professional surface
Mobile workspace
The mobile workspace gives professionals access to the highest-frequency operating tools through bottom navigation and a hamburger menu.
Mobile workspace app
Bottom Navigation
Dashboard
Calendar
Checkout
Clients
Profile
Hamburger Menu
Manage
Services
Inventory
Booking settings
Business
Reports
Commerce
Portfolio
Marketing
Notifications
Network
Affiliations
Professional Network
Contacts
Messages
Account
Profile
Sign out
Workspace setup screen
Mobile business surface
Mobile organization
The mobile organization app currently exposes a smaller set of organization tools than desktop web. Several organization modules are visible as coming-soon entries.
Mobile organization app
Overview
Calendar
Clients
More
Reports - coming soon
Marketplace - coming soon
Contract Builder - coming soon
Settings - coming soon
Sign out
Mobile unsupported states
Location access detected: the user is directed to use the web app.
Account setup incomplete.
Unable to load account.
Try again.
Sign out.
Public presence
Public workspace site
The public workspace site is the customer-facing presentation layer for a professional or workspace.
Public workspace site
Professional / workspace public page
Page slug route
Public slug route
Public profile / business presentation
Booking CTA / booking flow
Gallery / portfolio content
Contact information
Tools
Builders and admin
These are direct tool surfaces for designing public pages, building email content, and managing public-site templates.