Expected a smoother flow; onboarding steps felt jumbled
I went into the training hoping for a clear step-by-step process that would guide me from start to finish in an intuitive way. Instead, the order of the onboarding steps seemed a bit all over the place. There were moments when I felt like I was jumping between unrelated modules instead of progressing naturally. That made it harder to build a coherent workflow early on. The support team was patient and warm when I asked for clarifications during training, which I appreciated, but it didn’t change the fact that I often had to backtrack or wait between sessions because the earlier steps hadn’t been properly completed. The training did cover the key topics, just not presented in a sensible sequence for someone new to remote workflow software. I guess I expected a more logical progression from setting up the database to using the calling tools and then moving on to automatic updates and invoicing. Instead, it felt scattered, which slowed me down. Still, the experience was not entirely unsatisfactory since the content was relevant and useful once I got the hang of it.