some setup felt one-time, some ongoing, needed clarity
So I was looking through the sales and pre-purchase stuff and overall the setup process seemed a little uneven in terms of one-off versus ongoing steps. The sign-up and initial payment felt straightforward and quick, which was nice because I didn’t want to be stuck waiting long just to start. But after that, some parts of the software required repeated setup like updating the database and configuring the dialer every week, which was unexpected for me. The training explained the basics but didn’t clearly tell me which tasks I’d have to keep doing versus just setting up once. The automatic updates sometimes helped by fixing things without me doing much, but other times they changed settings in ways that meant I had to redo some setup work. So while the initial onboarding was fine, the ongoing maintenance parts needed more guidance. It would’ve been helpful if the whole process had clearer distinction between one-time tasks and daily or weekly ones. Overall I liked the software but I feel some detailed roadmap or checklist for ongoing setup would have made things easier.