Good training but some gaps in onboarding
The training provided covered most of the basics I needed to get started with the software and the remote workflow tools. By the end of the sessions, I felt reasonably confident about how to use the dialer and manage client records in the database. The onboarding process was also fairly straightforward with clear steps to sign up and set up my profile. However, I felt there were some gaps—particularly around real-time troubleshooting or tweaking settings which would have helped me feel fully prepared for day-to-day use. While telephonic support was available, I wish there had been a more structured onboarding guide or additional resources for self-learning, because I had to reach out multiple times for clarifications on features that seemed basic. The payment and invoicing process was smooth and transparent though, which gave me confidence in the business side. Overall, the training did do the job for me but a few enhancements in onboarding materials or maybe follow-up sessions would have made me feel a little more ready and self-sufficient.