Onboarding went okay but confidence was mixed
During the training and onboarding process, I found some things going really well but others a bit frustrating. The sign-up and payment steps were smooth and the invoicing system worked without issues, which made me feel straightforward about handling the billing side. I appreciated the automatic updates that fixed bugs quickly, making the software more reliable over time. However, when it came to the calling tools and the database feature, I had to spend extra time figuring out some workflows myself because the training did not cover those steps in enough detail. I feel confident using the main features now but I am still hesitant about using some advanced functions without more guidance or support. The telephonic support was helpful but I think it might have been better if deeper troubleshooting had been offered during training. Overall, I’m cautiously optimistic about using the software long term but there’s room to grow my confidence and understanding.