Completed onboarding; might need support later
I completed the initial training and onboarding process with WFHI, and overall the experience went as planned. I learned to navigate the software, especially the calling tools and the dialer, which worked adequately during my first full week of use. The database feature integrated reasonably well with my workflow, though some parts took time to fully grasp. Automatic updates did come through, but did not disrupt my work, which was a relief. I managed sign-up, invoicing, and payment processes without major issues, though a couple of times I had to rely on telephonic support to clarify doubts related to billing and accessing training material. Because of these occasional questions, I expect I might need to call support again in future sessions. Overall, I achieved the setup I needed, but I recognize this is just the start, and some ongoing assistance will probably be required to use the software efficiently in the long run.