Onboarding went well except the billing walkthrough was confusing
During my onboarding with the software, the training sessions covered a lot of ground, and for the most part, I was able to follow along with the remote workflow tools and dialer setup. One of the better moments was when the trainer clearly walked me through the basics of the calling tools and how to integrate the database into daily use – that section felt crisp and really set a useful tone. However, the billing introduction was less straightforward. When trying to understand the invoicing and payment procedures during the session, I found myself a bit lost. The explanations were a little rushed and not backed up by clear visual aids or examples, which meant I had to revisit that part on my own later. Aside from that, the automatic updates feature kicked in smoothly, which was reassuring because I didn't have to worry about keeping the software current myself. Sign-up had gone fine, and telephonic support was generally available when I reached out afterward, but the initial billing walkthrough could definitely be clearer to prevent lingering questions. I imagine the next time I onboard or teach someone else, I’ll ask for more help with that specific part because it really stands out as a weak link. Overall, the onboarding was mostly effective, with just that billing step needing more attention.