Training materials clear, but onboarding instructions needed improvement
The training sessions provided by WFHI were quite thorough and generally clear. I appreciated the structured explanations of the software features, especially the calling tools and the database integration. However, during onboarding, some instructions lacked detail, particularly around setting up the automatic updates and managing the invoicing process. This caused a delay as I had to reach out to support multiple times to clarify these points. While telephonic support was helpful once contacted, the initial onboarding documentation could have been more user-friendly to reduce confusion. The software itself performed well, with minor hiccups mainly related to understanding the workflow rather than functionality. It would enhance the experience significantly if the onboarding process included clearer, step-by-step guidance to match the quality of the training. Overall, I found the training beneficial, but the onboarding could definitely be improved for first-time users.