I figured out most details myself, so it was smooth sailing
I was quite glad that WFHI’s sales and pre-purchase process didn’t hold my hand too much because that gave me the space to explore and understand what I really needed. From the outset, the sign-up and invoicing were clear and straightforward, which meant no nasty surprises. I did have to figure out some features on my own, especially the finer points of their training schedule and the database integration, but the software’s interface was intuitive enough that I didn’t feel stuck. There was a helpful onboarding guide, but it was not too pushy, so I could pace myself. Payment processes were hassle-free with clear communication on invoice details, and the telephonic support was available if I got really confused, though I mostly managed independently. This self-service aspect helped me feel more confident rather than overwhelmed. So in conclusion, even though I didn’t have everything handed over to me step-by-step, I was able to work things out fairly smoothly by myself without frustrating roadblocks.