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Onboarding Guide
Getting Started with
CalmSignal Corporate
Follow these simple steps to set up your organization's wellness program. Most teams are up and running within 2 weeks.
Setup Steps
1
Sign Up & Create Organization
Register your organization and set up your admin account. The process takes less than 5 minutes.
- Visit the Corporate Dashboard signup page
- Enter your company information
- Choose your subscription tier (Startup, Business, or Enterprise)
- Complete payment setup
- Verify your email address
2
Configure Organization Settings
Customize your organization profile, set privacy preferences, and configure departments.
- Add your organization logo and branding
- Set up departments or teams
- Configure privacy settings
- Set up wellness coordinators (if applicable)
- Review and accept terms of service
3
Invite Your Team
Add employees to your organization. You can invite individually or use bulk import.
- Invite employees via email
- Use CSV bulk import for large teams
- Set employee roles (Member or Admin)
- Send welcome emails with onboarding instructions
- Track invitation status
4
Set Up Wellness Coordinators
Designate wellness coordinators who can access consented employee data (Model B).
- Assign wellness coordinator roles
- Employees provide consent for coordinator access
- Coordinators can view wellness insights
- All access is logged and auditable
- Maximum 2 coordinators per organization
5
Review Analytics & Insights
Start monitoring your team's wellness trends through aggregated, privacy-respecting analytics.
- View department-level wellness trends
- Access aggregated stress and mood insights
- Review engagement metrics
- Set up alerts for concerning patterns
- Export reports for leadership
Quick Resources
Frequently Asked Questions
Ready to Get Started?
Join leading organizations using CalmSignal to support their team's mental wellness.