Card Vault

BEFORE vs AFTER CUSTOMER VAULT

See how Customer Vault transforms manual collection into secure automation.

❌ Before Customer Vault

Manual Processes & Risk

✗ Emailing back and forth for waivers and card details
✗ Staff manually entering payment information
✗ Documents scattered across inboxes and desktops
✗ No audit trail, no access control

✅ After Customer Vault

Secure, Automated & Organized

✓ One secure link collects cards, waivers, and IDs
✓ Members self-upload — no staff involved
✓ Files stored securely, visible only to authorized roles
✓ Fully logged and organized for compliance

USE CASES THAT SAVE YOU HOURS

Customer Vault helps you save time and reduce admin effort across key workflows — from onboarding to credential management.

Member Intake for Events or Programs

Securely collect cards, waivers, and contact information in one streamlined process — no spreadsheets, no email attachments.

Spa / Wellness Guest Pre-Check

Simplify intake — guests securely share disclosures and preferences before arrival for a seamless, compliant check-in experience.

Recurring Clients — No More Re-Onboarding

Vaults store reusable data for repeat visits, renewals, and upgrades — saving staff hours and improving client satisfaction.

Vendor / Instructor Credential Collection

Collect and verify third-party credentials, insurance, and compliance docs — securely stored and always accessible.

HOW IT WORKS

Four simple steps to securely collect, store, and manage sensitive data — no extra tools or setup needed.

1. Setup Customer

Setup the prospective customer in the vault ready to receive payment and other data without the need for any Tech setup.

2. Send a Secure Link

Share a personalized upload link via email or SMS. The recipient opens it directly — no login needed — keeping the process simple while maintaining enterprise-grade security.

3. Client Uploads Files

Members, guests, or partners upload cards, waivers, IDs, or other documents. Everything is encrypted instantly — never touching inboxes or unsecured folders.

4. You Review Securely

Authorized staff can access only what’s relevant — nothing more. Each action is logged for full visibility and compliance peace of mind.

State-of-the-Art Security

Your members’ data is protected with enterprise-grade security — built to meet the world’s most trusted standards.

PCI DSS Level 1 — the highest certification for handling payment data

Security and compliance — our foundation.

Role-based access controls and full audit logging

Comprehensive SOC 2–aligned infrastructure and operational governance

Zero visibility — even your staff can’t view stored card data

End-to-end encryption with AES-256 and TLS 1.3