Expected mostly one-time setup, but ongoing bits took me by surprise
When I signed up I assumed that most of the setup for the software and training would be a one-off, but actually there’s quite a bit that requires ongoing attention. The initial onboarding and dialer configuration went smoothly and didn’t take too long. However, managing the database and keeping track of updates needed constant tweaking and engagement. So while the training covered how to set up everything initially, I found that I had to keep revisiting sections to stay on top of changes, especially for payments and invoicing. The telephonic support was helpful, but I realized it’s not a hands-off product—you need to stay active to make the best of the features. This ongoing maintenance was something I didn’t expect so explicitly, though it’s manageable. The payment process itself was clear, but keeping the billing details up to date meant logging in regularly. Overall, it matched some parts of what I had expected, but the ongoing bits took a little getting used to.