Took longer than expected, so might need help again
I was optimistic walking into the training and onboarding modules, but it took significantly longer to get through the material than I anticipated. Despite following the step-by-step instructions in the software and tutorials, some features just weren't as intuitive as I had hoped. For instance, setting up the database to fit with my existing workflow required more trial and error, and I found myself rebooting the system multiple times to ensure updates synced correctly. The dialer and calling tools combined were practical, but I wasn’t confident I’d gotten everything configured by the end of the onboarding period. Because of this, I anticipate needing help next time I do a setup or when they roll out new updates, since I feel like there’s a lot to remember and not every function was clearly demonstrated. The sign-up and payment processing was fine, I’ll grant that it was smooth enough to not cause any hang-ups, but the onboarding training overall might need a repeat visit or a refresher. I think unless one is very familiar with online workflow software, it could take some time to get comfortable without outside support. So next time, I won’t hesitate to reach out for assistance early rather than struggle on my own.