Onboarding lacks a clear sequence, missing key steps
The training and onboarding process for the WFHI software did not seem very well structured. I went through the initial steps expecting a logical progression, but found that some crucial parts were either skipped or explained out of order. For example, the instructions on how to set up and use the database feature came late and were not detailed enough to follow easily. The training material focused more on general concepts rather than step-by-step actions to get started. Because of this, I found myself confused about how to integrate the calling tools and dialer properly as part of the workflow. In addition, the onboarding did not adequately prepare me to handle updates that would happen automatically later on, so it felt like trying to catch up while already in use. The invoicing and payment explanations were decent, but again these felt like an afterthought rather than part of a cohesive process. Overall, while some training content was provided, it did not add up to a sensible and complete onboarding experience. I ended up figuring out several key setup steps by trial and error rather than following clear guidance.