Setup mostly one-off, with small ongoing tweaks
The training and onboarding mainly involved a one-time setup session that got me up and running with the software quickly. Most of the critical steps, like configuring the dialer and organizing the database, were completed during this initial phase. After that, my daily routine mostly required small ongoing adjustments that were easy to manage. The automatic updates ensured that new features or bug fixes were handled seamlessly in the background, so I didn't have to intervene much. However, using the training resources for occasional review or troubleshooting was helpful to keep things smooth. The invoicing process was straightforward from the start and didn’t need repeated setup. Overall, the main heavy lifting was done during onboarding, and subsequent use was mostly straightforward with only minor continuous learning as updates arrived.