Clear explanations, overall satisfied with onboarding
The training and onboarding process started with a detailed walkthrough of the dashboard, which was quite helpful for me. At first, I watched introductory videos that laid out the core features, including the dialer, database management, and report generation. These videos were clear but sometimes paced a bit quickly, so I had to pause and rewind a couple of times. Afterward, I was given hands-on tasks to practice the calling tools alongside the database to ensure I was comfortable switching between them. The invoicing and payment setup were explained well during onboarding, which reduced any confusion on that front. While most instructions were straightforward, some of the more advanced features around automatic updates could have been explained better, as I had to figure out parts of that myself. Nevertheless, the telephonic support was responsive when I reached out with questions, and this supplemented the training. Overall, I found the onboarding effective with just minor areas for improvement, so I would rate it quite positively.