End result okay, but figured out a lot myself
After going through training and onboarding, I found that while some parts were clearly explained, there were several steps I had to work out on my own. The initial sessions covered basic navigation of the dashboard and calling tools, but when it came to understanding the database features and how they could best fit my needs, the material was less direct. I spent additional time experimenting and looking for answers outside of the training itself. The payment and invoicing process was straightforward and did not cause problems. Telephonic support was helpful when I reached out, though not always immediately available. Automatic updates sometimes changed how things worked, so some of my work had to be adjusted after the fact. In total, I made it through onboarding okay, but I wasn’t fully comfortable until after a fair bit of trial and error with the software.