Overall flow felt logical yet somewhat clunky
When I first signed up, the steps to get started seemed laid out clearly enough, and the sequence made sense for setting up my dashboard and database. The onboarding guided me through installing the software and linking the dialer features properly. That part of the process worked as promised with only occasional confusion navigating between screens. However, a little reservation crept in when the training videos overlapped with live instructions, creating some unnecessary repetition. Also, some terminology used in early stages wasn’t immediately clear, which caused me to hesitate before moving forward. Despite these small hiccups, the overall flow felt manageable and logical. The invoicing and payment were straightforward though I wasn't thrilled about the limited payment options. I appreciate that updates happen automatically, even if one or two changes felt minor to me. All in all, the onboarding was a reasonable introduction to the tools, but I expect occasional bumps before full proficiency. I look forward to smoothing these out as I continue using the software.