Quick Start

From sign-up to your first card assigned in about 5 minutes — no credit card required. We'll get a page built, a submission in, and show you what it looks like to hand that card to yourself or an agent.

1. Create a free account

   Go to app.snapi.ca/auth/register and sign up with your email. Snapi creates an Organization for you automatically — this is the container for all your pages, boards, and team members.
2. Create your first page

   In the sidebar, click Pages then New Page. Give it a name — for example, "Support Request". A page is a schema: it defines what fields appear when someone submits a request. You can start with zero fields and add them in the next step.
3. Add fields to the page

   Open the page and click Add Field. Add a few fields to get started:

   • Name — type text, required
   • Issue description — type textarea, required
   • Priority — type select, options: Low, Medium, High

   Each field appears in both the public submission page and in each record's detail view. Save the page when you're done.
4. Submit a test record

   On the page, copy the Public Page URL and open it in a new browser tab. Fill in the fields and submit. You're acting as a public user here — no login required. You should be redirected to a success page.
5. View the record in Snapi

   Back in the app, click Records on the page. Your test submission appears in the list. Click it to see the full record detail — field values, submission timestamp, and an audit log. You can also edit field values, add comments, and attach files from this view.
6. Create a Kanban board and add the record

   In the sidebar, click Boards then New Board. Name it "Support Queue". The board starts with a default set of columns (To Do, In Progress, Done). Open your new board, click Add Card, and pick your test record. It now appears as a card on the board and can be dragged between columns.
7. Embed the page on a website (optional)

   In the page settings, click the Embed tab. Copy the iframe code and paste it into any HTML page. The page is fully functional — submissions go directly to your page. See Embedding Pages for advanced options and the JavaScript SDK.

Common questions

Do submitters need a Snapi account?

No. Public page URLs and embedded pages accept submissions from anyone with no login required. Only your team needs accounts to view, manage, and act on records.

Can I make a page private?

Yes — page settings include a visibility toggle. Private pages require an authenticated Snapi session to submit, so they're useful for internal intake pages only your team should access.

Is there a submission limit?

Every paid plan allows unlimited submissions. Free allows 1,000/month and caps stored records at 10,000. See Plans & Limits for details.

Can I test the page without making it public?

Yes — use the Preview button in the page editor to see and interact with the page exactly as public users will. Submissions made in preview mode are still real records, so it's a good way to test your field setup before sharing the URL.