Onboarding was confusing, but the training videos were decent
When I began the training and onboarding, I expected clear guidance and labels throughout, but some of the wording used was vague or inconsistent, which made it harder for me to follow the steps. For example, the labels for certain features in the dashboard didn’t quite match the terminology used in training materials, which caused some unnecessary guesswork. Despite this, the video tutorials were well-structured and helped explain the workflow processes once I got past the initial confusion. It felt like the initial setup and signing up could have been described more clearly to avoid back-and-forth searching. That said, once I passed those hurdles, the software itself performed reliably, and the calling and database tools were user-friendly. The invoices and payment process also worked without trouble, so I only had issues with understanding the early forms and descriptions. If WFHI revises the labels and instructions to be more straightforward, the onboarding could be a lot smoother.