I still need help — not sorted out yet
Honestly, my experience with the WFHI training and onboarding was frustrating because I still feel stuck even after trying to go through everything on my own. I thought the steps would be clear enough so I could learn how to use the software without needing extra assistance, but that didn’t turn out to be the case. The training material felt disjointed at times, and I kept going back and forth to figure out how to use the dialer alongside the database feature. It just didn’t click the way I hoped, and the instructions often assumed more background knowledge than I actually had. Even the automatic updates, which I expected to improve things, seem to add confusing changes rather than make tasks easier. When I called support, I got basic help, but I could tell they were tied up and couldn’t spend time walking me through the details thoroughly. To be honest, I’m pretty sure I’m going to need that kind of help again in the future; it’s just how this is going to go. I’m not sure if the payment and invoicing setup contributed to my difficulty starting off, but the whole onboarding process felt slow and unclear. So in the end, I’m left still needing help and haven’t been able to get to grips with the software as much as I wanted.