Key terms and definitions

Core concepts

Description of terms and concepts to understand Sharetribe Flex.

Headless

Headless describes the technology architecture of marketplaces built on Flex. Headless software means that the frontend and backend portions are hosted separately. When a marketplace is built with Flex, the backend is hosted and managed by Sharetribe while the frontend is hosted and managed by you. The frontend and backend interface through APIs; the frontend “calls” the backend, prompting the backend to process the request and respond.

Building a headless marketplace lets you create custom marketplaces faster than building a marketplace from scratch. Developers build a custom frontend, using the pre-built backend functionalities from Flex APIs.

Frontend

The frontend refers to the marketplace website or mobile application. In a headless architecture, this portion is built and hosted separately from the marketplace backend. Frontend applications can also be referred to as client applications.

The Sharetribe Web Template is the most common way to build a marketplace frontend with Flex. You may build your frontend completely from scratch too.

The marketplace frontend communicates with the backend via Flex APIs. It sends and retrieves data through these APIs. For example, client applications rely on the Asset API to retrieve content created through the Pages, such as a landing page.

Backend

The backend refers to the marketplace database and supporting infrastructure. In Flex, the backend is hosted, maintained, scaled, and secured by Sharetribe. It provides tools like API resources, extended data, or the transaction process to developers that make building a custom frontend application much faster and easier.

Flex frontend applications, or marketplace applications, store, retrieve, alter, and use data in the backend via Flex APIs.

Flex APIs

Flex APIs are the interfaces through which marketplace application(s) communicate with their Sharetribe-hosted backend. Though distinct from the backend, APIs and backend are often used interchangeably.

Flex has four major types of APIs. Each of these four APIs has several API endpoints. Each endpoint represents a tool or functionality that the developer can use when building and powering your marketplace application.

The endpoints available with Flex represent what Flex can do and how it can do it. Because Flex is a tool for building marketplaces, the available endpoints are designed specifically to support marketplace use cases. Endpoints are grouped under resources, or data entities, that they impact.

API Resource

An API resource refers to a predefined data entity available through Flex APIs. The most important resources in Flex are User, Listing, and Transaction. User, Listing, and Transaction resources resource represents a functional grouping of marketplace building blocks developers use to save time creating a marketplace application. For example, the Listing resource includes availability calendar features, so it can be used to create custom booking and reservation experiences.

You can learn more about the User resource here, the Listing resource here, and the Transaction resource here.

Events

Events log changes to an API resource. If a new resource is created or an existing resource is modified, an Event occurs. Events thus provide a history of actions in your marketplace. They are also a mechanism for initiating actions in other software as a result of something happening in your marketplace. Flex is integrated with Zapier, which can make building integrations into many other software applications easier.

Sharetribe Web Template

Sharetribe Web Template is the best way to start building a custom marketplace on Flex. The Template is an open-sourced website application modifiable with coding. Using it allows building a custom marketplace at a fraction of the the cost or time required to build it from scratch.

Certain settings are configurable in Console. These include the listing type, search page layout, search page fields, listing fields, and many more. Launching a marketplace with the template requires a developer.

Sharetribe built other templates called "Flex Templates for Web." The Sharetribe Web Template is an upgrade on these templates and combines their functionalities into a single code base. You can find more information about these legacy templates here.

Environments

Environments describe different instances of a Flex backend. There are three environment types: a Test environment, a Development (Dev) environment, and a Live environment. Test and Dev are included free forever with every Flex account.

Test environments are for building features and content into your markeptlace using no code tools in Console. One example of how to use the Test environment would be to create or edit your content pages. You might create a new content page in Test, see how it looks on your test marketplace, then "Copy to live" the page when it is ready.

The Development environment is used to build and extend your custom marketplace by developers. You may add your own test Stripe account to the development environment and use it with code to build custom features you will later deploy to your live site.

A Live environment is needed to launch a marketplace. It lets your marketplace signup real users and process real transactions.

We recommend using your environments and associated apps (frontends) in this way:

1. Live environment and live app. This should always be fully functional and only include features that have been released to the users of the marketplace.
2. Test environment and test app. This should always be identical to the live app, so when the operator makes no-code changes to content or configuration, they can immediately preview them in the test app before publishing them.
3. Development environment and development app. This is the work-in-progress application, which can sometimes include features that have not yet been released to users.

Extended data

Extended data lets developers modify the Flex backend to store custom information. Specifically, the feature allows for changing what data the User, Listing, and Transaction resources store. By capturing custom variables or IDs to these pre-built resources, developers may support a broad range of use cases using a turnkey set of backend tools.

Click here to learn more about the different types of use cases supported by extended data.

Transaction process

Transaction process defines the rules of what and how transactions happen on the marketplace. Anytime two users interact on a Flex marketplace, the transaction process determines what steps are available to them, when they are available, and what happens as a result of these steps.

You can have different transaction processes for different ways of transacting, like renting and buying products, in the same marketplace. You can see the transaction processes of your marketplace in Console’s “Build” section.

Click here to learn more about transaction processes and for tips on how desing your own.

Content

Assets

Assets refers to the API resource which stores your text and visual content. Your landing page texts and pictures, your Terms page legalese, and your marketplace microcopy are stored in the Flex backend as unique Assets.

Your marketplace frontend retrieves Assets from the Flex backend and renders them per your marketplace's design. Assets are created in Console without code. For further, more technical information about Assets, consult this article.

Content pages

Content pages only feature content created by you, the marketplace operator. Landing pages, “About” pages and FAQ pages are examples of content pages. Content pages can be built and edited using Pages.

Dynamic pages

Dynamic pages feature content created by your users. The search page displaying listings is a dynamic page. Often, dynamic pages offer users the ability to interact with them, such as when buyers are selecting the length of a booking from a listing or entering their payment information into the checkout page.

Microcopy

Microcopy refers to short written texts scattered around a dynamic page’s interface; button labels, error messages, and help texts are all examples.They are textual, brief (a sentence or two), and highly contextual.

You can modify your marketplace’s microcopy using the Microcopy editor in Console.

Pages

Pages are how marketplace operators create and edit content pages in Console. In Pages, operators create content by defining one or more Sections. Each Section is composed of Blocks, or subsections, laid out according to the Section template. Depending on which kinds of Sections and Blocks you choose for your page, you can create a wide range of content.

Pages include 4 default content pages: the About page, the Landing page, the Privacy policy page, and the Terms of use page. These can be edited, but not deleted. Operators may create any number of custom content pages in addition to the default pages.

Sections

Sections are the main element of a content page. One Section should be used to communicate one goal or theme. Your landing page, for example, might have a Section for the Hero image and main CTA, a Section for describing the value proposition, and a Section for sharing user testimonials.

Sections can have Fields and Blocks within them. Section templates determine how information stored in Fields or Block is organized within a section.

Blocks

Blocks capture information and present it according to the Section template. Though each Block can take the same information, such as a video or image, text content or title, how this information is presented depends on the Section template. Blocks, therefore, only exist within sections. They are the sub-sections that make up a content page.

You can study different Block layouts here.

Fields

Fields store content information. Fields may take short-form or long-form text, URLs, and media (images and Youtube videos). Fields fill out both Sections and Blocks. They may be different headings, from titles, sub-titles, ingresses, and normal text. The text inside Fields can be further formatted with Markdown.

Section templates

Section templates determine the layout of the content page created in Pages. You choose a Section template as part of building your Section. The Section template determines how Blocks show up on your marketplace page. There are three templates–Articles, Columns, and Features. You can learn more about each Section template here.

Markdown

Markdown is a simple programming language used to add formatting to text. You can use it with Pages to emphasize or format your content. Markdown does not do anything fancy like changing the font size, font color, or font family — but it covers the essentials, using simple keyboard symbols.

You can learn more about using Markdown here.

Users

Users are one of the API resources available in Flex. Users are created when anyone registers to your marketplace. Account information like signup date, email, and password are stored to the User resources. Custom data can be stored to the User resource using extended data.

Users let you control access to certain marketplace functionalities. Moreover, User accounts may be in different states, such as pending verification, banned, or deleted.

User extended data

User extended data is how you store custom attributes to the User resource. Flex requires that you define an email and password for every User account created. Sometimes you’ll want to collect more info like a phone number or business ID; User extended data stores this custom information.

Moreover, User extended data is also used to store information about the user’s role, level, or permissions. If you run a marketplace where user signs up as either a buyer or seller, User extended data would be used to store and determine access rights throughout your marketplace application.

User roles

Flex has two possible roles for a registered user: customer and provider. All users can be both customers and providers by default. This means that even if a person has created a listing, which means they can be a provider, they can also be a customer on someone else's listing.

Extended data can be used to limit users to only customer or provider capabilities.

Flex includes one more user type: the marketplace operator. This is the Admin user. They are not a user in the marketplace – they cannot sign in to the marketplace with the same credentials they use to sign in to Flex Console. The operator can, however, take actions on the marketplace through Flex Console or Integration API, when those actions are defined for the operator. Operators cannot participate in the messaging between customer and provider within the transaction.

Listings

Listings are one of the API resources available in Flex. Listings are used anytime you need one side of the marketplace to create and add information that the other side of the marketplace finds and interacts with.

Listings can represent items for purchase, services for rent, storefronts for viewing, and much more. In more complex marketplaces, you may have multiple types of listings; reverse marketplaces have one listing type to put forth buyer requests and another to capture bids or proposals by providers.

Listing extended data

Listing extended data is how you store custom attributes to the listing resource. Fields that your provider fills out while creating their listing, such as the category of the listing, are one use case for extended data. These fields can become search parameters like a single select filter or a keyword search for buyers too.

Other use cases include using listing extended data to capture listing type, facilitate integrations, or modify sorting behavior. Ultimately, listing extended data lets developers create listings that look and function exactly how you need at a fraction of the effort of building such features from scratch.

Listing states

A listing state defines where a listing is in its lifecycle. Listings that are in progress, but not published are in draft state. Listings that are waiting for approval (if this feature is turned on) are in pending approval state. Active listings are in published state; only listings in published state are searchable and can be used to start a transaction.

Closed listings are in closed state. Operators or listing authors can close a listing. Finally, deleted state refers to listings whose data has been completely removed.

Listing approval

Marketplaces can require all listings to be approved before they are published on the marketplace. A listing that is pending approval is visible only to its author and the marketplace operator, but not discoverable by any public API endpoints. Marketplace operators can review and approve listings from Console, though a custom admin interface may be built to review and approve listings as well.

Search

Search refers to the discovery process undertaken by the demand side when looking for supply. In Flex, search is built around listings. Flex marketplace can return listings based on parameters the buyer inputs using a variety of techniques, such as keyword search, location search, or filtering selections. Search results are sorted by creation date, with more recent listings coming first, or by custom attributes stored in listing extended data.

Price

Listings often take a price. Typically providers set the price of their listing, using pricing units set by the marketplace. Rental marketplaces might ask providers to price by the rental time unit, like hours, days, or months for example.

Stock

Stock is the quantity of available units of a listing. Your marketplace can allow or disallow buyer behavior based on the quantity of stock. For example, if a listing does not have available stock, it cannot be purchased by the buyer.

Stock is typically set by the seller when creating their product listing. Stock amounts are adjusted by transactions. If 2 units of a listing are sold, the listing’s stock count decreases by 2.

Availability calendars

Availability calendars define when someone can and cannot book times from a calendar. It is an often-used feature in service or rental marketplaces. Availability is added by the listing author when creating their listings, and editable thereafter anytime. Buyers can select times from the available calendar. Whether buyers book days, nights, 30 minutes, half-days, months, or some other measure is up to you; Flex understands booking increments as small as 5 minutes.

Syncing information between an availability calendar in Flex and a 3rd party calendar service is possible with custom development. The extent of the work required depends on your needs and the calendar. Please contact our support team at flex-support@sharetribe.com if you have any questions about building such a feature.

Seats

Seats let providers define how many spaces there are for an available time. This is taken into account during the booking process. Buyers cannot reserve more than an available number of seats. Conversely, buyers can reserve times others reserved when there are available seats. As an example, marketplaces selling tickets to events can use seats to let sellers define how many tickets are available and let buyers buy in confidence that there are enough seats available.

Transactions

Transactions are one of the API resources available in Flex. Transactions are used anytime two users are interacting on the marketplace. How they interact–the possibilities available to them throughout their interaction–is determined by the transaction process. You may have multiple different types of transaction processes and thus different types of transactions. For instance, you could have rental-style transactions, which include booking possibilities in the transaction process, and ecommerce-style transactions, with instant payment and stock management possibilities in the transaction process, in the same marketplace.

Transaction process

Transaction process defines the rules of what and how transactions happen on the marketplace. Anytime two users interact on a Flex marketplace, what steps are available to them, when they are available, and what happens as a result of these steps is enclosed in the transaction process. You can have different transaction processes for different ways of transacting, like renting and buying products, in the same marketplace. You can see the transaction processes of your marketplace in Console’s “Build” section.

Click here to learn more about transaction processes and for tips on how desing your own.

Messages

Transactions may include messages. In order for a message to be sent, a transaction resource must be created. They can be available at any point in the transaction to both the buyer or seller. Operators can view any message in Console.

Notifications

Flex marketplaces can send custom email notifications during transactions. What your email says and how it behaves is controlled by your transaction process. Flex’s default transaction processes all include template notification email, such as a receipt or reminder to leave a review.

You can learn more about transaction email notifications here.

It is possible to send SMS notifications too, but this requires a 3rd party integration. You may use Zapier to send such emails or build bespoke integrations into tools like Twilio.

Stock reservations

Flex features stock management. Providers can set their available stock while creating and managing their listing. During a transaction, stock amounts are modified based on what happens. If a buyer requests to buy an item, for example, the stock amount can be decremented to reflect this request.

Adjusting stock amounts is handled through the transaction process.

Bookings

Bookings are time reservations made in a provider’s calendar. After a provider sets their availability in their listing, buyers can make bookings. Providers can accept, reject, or propose new times. Booking actions happen during a transaction. A transaction process handles what booking possibilities exist for buyers and sellers throughout a transaction.

Payments

Payments are a typical part of a transaction. Payments may be “on-platform” (through the marketplace) or “off-platform” (made outside the marketplace). Flex marketplaces can facilitate on-platform payments using the built-in payment system or by integrating their own payment system. In addition to charging the payment method, marketplace payments also involve charging a commission, payouts to sellers, and refunds. Payment behaviors are controlled by the rules set in your transaction process.

Stripe

Stripe builds software for online payment processing. Flex comes integrated with Stripe’s Connect tool, which lets buyers purchase from sellers directly. As part of this, Stripe Connect handles provider onboarding, payment processing, payouts to providers, and commission charging. The Stripe Dashboard gives you a detailed view of every payment.

Reviews

Reviews can be created by a buyer and seller during a transaction. Reviews consist of free text and a 0-5 star rating. Who can leave a review and when is determined by the transaction process.