Ended up figuring out a lot myself
I completed the initial training and onboarding with WFHI's software, but I have to say most of it I had to figure out myself. The materials provided were somewhat helpful but mostly gave an overview rather than detailed guidance. When I started to set up the calling tools and database workflows, there were gaps that the training didn’t cover. I found myself relying on trial and error more than any step-by-step instructions. The automatic updates did their job quietly without interruption, which was good, but the documentation explaining new features was not always clear. Support was accessible on the phone, but I didn’t want to bother them for smaller questions, so I mostly managed on my own. The sign-up and invoicing process was straightforward at least, which was one part I didn’t have to puzzle over. So, in the end, the outcome was that I am using the software, but the path to fully understanding it was largely self-driven. I wouldn’t say I had a smooth guided experience, but I did get there eventually.