All in all, I ended up figuring most things myself
When I first signed up, I was hopeful the onboarding process would be pretty guided. Initially, the training videos were available right after sign up, which helped me start familiarizing with the software interface. However, when it came to setting up the calling tools and dialer integration, there wasn’t a lot of step-by-step help. I spent some time navigating the menus and experimenting with the database features to fit them into my workflow. The automatic updates ran quietly in the background, so I didn’t have to worry about that, which was a relief. Invoice generation and payment processing were fairly simple once I found the right section in the portal, but it took a bit of trial and error to locate. Telephonic support was available but I didn’t use it much, as I preferred working through the software myself. To sum it up for a friend, I’d say most of it was self-directed learning with some moderate frustration, but I eventually felt comfortable enough to use it effectively without constant assistance.