The onboarding step where it finally clicked for me
I was initially puzzled about the sequence of steps in the onboarding process. The signup flow seemed a bit crowded with options, and I wasn’t sure why I had to confirm some things before understanding the basics. However, when I got to the part where the training modules aligned clearly with the software layout, that's when it really clicked for me. It made the rest of the setup much easier to follow. Overall, most of the steps made sense after that moment, but a brief introduction or an overview video at the start could have saved me some confusion early on. Also, the way the calling tools were integrated into the dashboard felt smooth once I started using them daily, but it took a bit of trial and error. I appreciate that the database update notifications came automatically and didn't require manual checking. Invoice processing was straightforward, though the payment confirmation screen could be clearer. All in all, I was satisfied with the flow, but I think the first few steps could benefit from more clarity or a better introduction to the platform's features.