Mostly straightforward once you know where to look
I felt pretty relieved once I realized that the training setup was logically organized and that finding the right guides wasn’t as difficult as I initially feared. The onboarding module especially had clear sections dedicated to using the calling tools and managing the database. This meant I didn’t waste much time searching through irrelevant parts. However, I wish the help documents explained some features in a bit more detail since I had to consult support a few times to clarify a couple of edge cases. The sign-up and invoicing process was quite smooth and the automatic updates meant I didn’t need to do manual installs or checks. Overall, the software and training do the job and provide decent coverage of workflows, although some extra depth in the documentation would definitely improve the feel of completeness. Still, I’m glad it’s not overwhelming and mainly easy to use and access right away.