Training covered basics but I think I’ll need help again
The training and onboarding definitely had some positives, like the initial walkthrough of the software and the explanation of the database features which I found useful for getting started. I felt the session on using the calling tools was clear; it gave me the confidence to try dialing myself. However, I have some reservations about whether this will be enough support for the next time I onboard new workflows. There were moments when the automatic updates changed certain dashboard elements and it wasn’t immediately obvious how to navigate those changes without referring to support. While the telephonic help is responsive, I’d prefer a more interactive refresher training for these updates because not everything was intuitive from the materials provided. Also, the payment and invoicing process was straightforward, so no issues there. Considering the frequency of updates, I do think I would need to reach out for assistance again before long to keep pace with the evolving software environment. So while the foundation of training was decent, I expect some bumpiness if I try to manage everything solo without extra help. I suppose that’s not unusual though, given how much functionality there is.