Smooth start but needed a bit more prep material
Getting started with the training and onboarding was surprisingly quick for me, and I was able to set up the workflow basics within a couple of days. The software access was clear and intuitive, which made the initial steps quite straightforward. What stood out was the step-by-step guidance that came through live sessions and videos, allowing me to hold onto the key points without feeling overwhelmed. However, I did feel that there could have been more pre-onboarding resources available to prepare me before diving in. It seemed like the first few hours were a crash course rather than a paced introduction, and a bit more background material might have helped me get a better grasp of the calling tools and database design before actual use. Also, the automatic update notifications were somewhat abrupt, occasionally interrupting my flow without much warning. Once I got past that, the comprehensive telephonic support made a difference whenever I ran into questions. The invoicing and payment setup was pretty streamlined, with clear steps to follow. Overall, while the onboarding was efficient, a little extra prep content ahead of the software setup would have pushed it from being good to excellent for me.