Quick Start

From sign-up to your first form submission in about 5 minutes. No credit card required.

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 forms, boards, and team members.
2. Create your first form

   In the sidebar, click Forms then New Form. Give it a name — for example, "Support Request". A form 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 form

   Open the form 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 form and in each record's detail view. Save the form when you're done.
4. Submit a test record

   On the form page, copy the Public Form 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 form. 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 form on a website (optional)

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

Common questions

Do submitters need a Snapi account?

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

Can I make a form private?

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

Is there a submission limit?

Free accounts allow 1,000 submissions per calendar month. Starter allows 10,000 and Team allows 50,000. The monthly counter resets on the 1st of each month. See Plans & Limits for details.

Can I test the form without making it public?

Yes — use the Preview button in the form editor to see and interact with the form 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.