Setup was mostly one-time, but ongoing help lacked
Reflecting on my experience with the training and onboarding, I found that the initial setup was largely a one-time affair that took considerable effort to get right. The onboarding materials were somewhat helpful at first but didn’t fully prepare me for the daily realities of using the software. While the training sessions covered the basics well, there wasn’t much ongoing guidance or advanced support after that. I found myself returning to trial and error more than I expected. The database integration and calling tools setup felt like once they were done, there was little follow-up or refinement unless I called support. The automatic updates introduced some minor changes without much explanation, which was occasionally confusing. Support was polite but not proactive in offering ongoing help. The sign-up and invoicing processes worked fine, at least. Overall, I was left with the sense that more sustained training or check-ins would have been beneficial, helping users adapt as they continue working rather than just at setup.