Onboarding needed clearer pacing and details
I was expecting a smoother onboarding process given the materials promised. Initially, the training seemed fairly straightforward, but it quickly became apparent that important details were left out. The flow took more time than I anticipated, especially since some steps required backtracking to clarify basic functions like managing the calling tools and accessing the database features. While the software updates happened automatically without much fuss, the initial setup felt convoluted. The telephonic support was okay; they responded, but their guidance wasn’t as helpful as expected at crucial moments. The sign-up and invoicing parts worked decently, processing fine without confusion. However, my overall experience was slowed down significantly by the missing practical details in training, meaning I spent extra time figuring out essentials on my own. Compared to other platforms I’ve tried, this setup phase could have been reduced. I believe with a more thorough, paced onboarding that covers all workflow pieces clearly, this could improve considerably.