Training materials were hard to find and not very intuitive
I was hopeful that the onboarding and training process would be easy to follow, but I ran into more difficulties than I expected. When I started, I wanted clear, quick access to the training resources to help me understand how to use the dialer and manage the database features, but finding these materials wasn’t straightforward. The portal layout felt somewhat cluttered, and I had to dig through several menus before I could locate the relevant guides. Even then, some instructions seemed outdated or referenced features that had changed with recent updates, which caused me some confusion. The sign-up and invoicing process at least was simpler and straightforward, so I appreciated that aspect didn’t add to the onboarding frustration. Support via telephone was responsive but couldn’t always provide detailed training over the call, so I ended up having to figure out major parts on my own. Overall, while I acknowledge they have some helpful hints buried in the system, the ease of finding and using those training sections definitely needs work. It slowed down my getting fully comfortable with the software, and I would say that if you expect quick and easy guidance, this might not be the path unless you’re prepared to spend extra time searching and piecing it together yourself.