Getting Started

This crash course takes you from zero to collecting real customer feedback in about 10 minutes. By the end, you'll have a working organization with a device collecting ratings.

Who is this for? Business owners signing up for the first time. If you've been invited to join an existing organization or are signing up as a team member, see the Staff Quickstart or Manager Quickstart instead.

Step 1: Create your account

  1. Go to the CapySays signup page.
  2. Enter your email address, choose a password, and select Business Owner as your role.
  3. If you have a signup code (from an ambassador or promotion), enter it in the code field.
  4. Click Sign Up.
  5. Check your email for a verification link and click it to confirm your account.

Step 2: Create your organization

After verifying your email and logging in, you'll be prompted to create your organization.

  1. Enter your organization's name.
  2. Choose your organization type (Education, Retail, Hospitality, etc.) — this determines the location types available to you later.
  3. Add a description, contact email, and website if you'd like.
  4. Optionally upload a logo.
  5. Click Save.

Step 3: Add a branch

A branch represents a physical site or department. Even if you only have one location, you need at least one branch.

  1. In the Workspace sidebar, click Add Branch.
  2. Enter a name for the branch (e.g., "Main Office", "Downtown Location").
  3. Click Save.

Step 4: Add a location

Locations are the specific spots where you'll collect feedback — a front desk, a classroom, a checkout area.

  1. In the Workspace sidebar, under your new branch, click Add Location.
  2. Enter a name and select a location type.
  3. Click Save.

Step 5: Set up a feedback device

Grab a phone or tablet that will be used to collect feedback. This device will display the CapySays Collector to your customers.

  1. On the device, open a web browser and navigate to your CapySays device URL (e.g., yourdomain.com/d/).

  2. The screen will show a set of magic words — a unique phrase like "brave purple elephant". Write these down or remember them.

  3. Back on your computer, in the Workspace sidebar, click Link Device.

  4. Enter the magic words, select the location where this device will live, and give it a name (e.g., "Front Desk Tablet").

  5. Click Link.

The device screen will automatically update — it's now linked and active.

Step 6: Configure a feedback screen

Your device needs at least one screen to start collecting feedback.

  1. In the Workspace, click on your device to open the device management page.
  2. Click Add Screen.
  3. Choose a screen type — Rating is the most common.
  4. Enter a title (e.g., "How was your experience?").
  5. Choose a rating mechanism (5 Stars, Emoji, Thumbs, or NPS).
  6. Add one or more rating dimensions (e.g., "Service", "Cleanliness", "Value").
  7. Set the schedule to Always for now.
  8. Make sure Active is checked.
  9. Click Save.

Step 7: Collect your first feedback

  1. Go back to your feedback device (the phone or tablet).
  2. The Collector should now show your feedback screen.
  3. Tap a rating to submit feedback — congratulations, you've just collected your first response!

Tip: The Collector works offline too. If the device loses internet, feedback is saved locally and synced automatically when the connection returns.

Step 8: Check your dashboard

  1. Navigate to the Dashboard (the analytics icon in the navigation bar).
  2. You'll see your first submission reflected in the overview — total feedback, average rating, and active devices.

What's next?

You've got the basics working. Here are some things to explore:

Or jump to your role-specific guide for a more tailored walkthrough:

User Guide Owner Quickstart