Missing a clearer sequence for final setup
The onboarding process started pretty well, with the initial steps laid out clearly enough to get me started on the software features and basic workflows. However, when I reached the phase where I had to integrate the calling tools with the database, I found things got somewhat confusing and disjointed. The order of training sessions didn't fully match the complexity of the steps I needed to accomplish, so some advanced topics came before I was completely comfortable with the basics. For instance, the session on automatic updates happened before I had finished exploring the core database management, which made applying those updates tricky to follow. Overall, while the training covered all necessary aspects, the flow could have been a bit more intuitive, especially in how the software's components were introduced. I felt there was a missing step or a clearer progression that would have made the later stages easier to manage. Despite these issues, the telephonic support was fairly helpful during onboarding, which somewhat compensated for the order problems. The sign-up and invoicing process was smooth and did not cause any hold-ups then. I hope future updates to the training sequence will address this sequencing so others don’t face the same hiccups.