I started with high hopes about the training and onboarding materials provided by the software. I ha

I started with high hopes about the training and onboarding materials provided by the software. I ha

I started with high hopes about the training and onboarding materials provided by the software. I had expected clear, well-organized instructions to guide me through the system setup and use, particularly focusing on how to navigate the dialer and database features effectively. Unfortunately, finding the specific details I needed proved quite difficult. The onboarding flow seemed cluttered, with numerous steps that were not clearly differentiated between one-off setup and ongoing tasks. The training sessions felt rushed and not tailored to help me grasp the essentials quickly. Additionally, the support offered during onboarding was not as readily accessible as I had anticipated. While the invoicing and payment process was straightforward, it did not compensate for the lack of clarity in training. Because of these issues, I often had to rely on trial and error within the software, which was frustrating and time-consuming. I expected a more guided experience that would help me utilize the calling tools and automatic updates efficiently right from the start. Instead, the onboarding felt like an obstacle rather than an aid. Overall, the training did not live up to the standards I had envisioned, and I hope that the company will review its materials to make them more user-friendly for new clients like me in the future.