Expected smoother onboarding, but training was partly helpful
I had certain expectations regarding the onboarding and training process that I hoped would lead to quick mastery of the dashboard and calling tools. In practice, while parts of the training were thorough and provided useful information on using the database and dialer, other segments felt redundant or lacking in depth, leading to some frustration. Waiting times between training modules were longer than anticipated, and this interrupted the learning flow. Additionally, the automatic updates introduced changes that were not always fully explained during sessions, requiring me to seek out help afterwards. Telephonic support was accessible yet sometimes slow to respond to follow-up questions, which affected my confidence in troubleshooting independently. Despite these drawbacks, I did benefit from the parts of training that were well structured and practical. Financial processes such as sign-up, invoicing, and payments were clear and uncomplicated, offering some balance to the overall experience. While the onboarding met some of my needs satisfactorily, I expected a more streamlined and detailed orientation to match the software's complexity and capabilities.