Training explained database use clearly, helped a lot
The training sessions focused heavily on how to use the database effectively which was really helpful for me. Each step in the onboarding flow was explained with a good amount of detail so I could follow along easily. However, some aspects of the software like the dialer could have been explained with more depth since I had to figure out a few functions on my own by trial and error. Overall, I appreciated the structure of the training as it addressed the workflow setup clearly, allowing me to access and update client data without issues. The automatic updates did not interfere with my learning, which made it easier to focus on understanding the core functions. Telephonic support was available during training but I did not heavily rely on it. Invoicing and payment processing were straightforward so I could concentrate on the software use.