Not the kind of onboarding I'd want again soon
After going through the training and onboarding, I find myself a bit disappointed overall. While there were some elements of the software introduction that covered the basics properly, the process felt stretched out and not as user-friendly as I had hoped. The instructional materials were often too generic—lacking practical examples—and I struggled to follow some of the steps on setting up the dialer and database features on my own. I anticipate that I will have to seek help yet again the next time I use this software since many aspects were not clearly conveyed the first time. The sign-up and invoicing process was simple, but that alone isn’t enough reason to recommend the entire onboarding experience. Telephonic support was available, but the wait times and handoffs made me reluctant to depend on it regularly. In summary, this onboarding experience, although well-intentioned, was not smooth for me and I doubt it would inspire me to independently manage updates or advanced workflows without assistance again soon.