Training setup was mostly smooth, just slow to find database info
I found the onboarding and training process pretty straightforward for the most part, and it really helped me get set up quickly to start using the software effectively. The training materials were well organized, clearly explaining different features like the dialer and how to manage the database. I appreciated that everything was available online and easy to access whenever I needed a refresher. That said, I did face a little bit of a hiccup when trying to locate some specifics about the database integration; the instructions could have been a bit more detailed there or maybe a clearer section in the training dedicated just to that feature. It eventually became clear after spending some extra time digging through the guides and support calls, but that initial delay stuck out because the rest of the onboarding was so streamlined. What was really good was how automatic updates worked seamlessly in the background, so I never felt worried about having to pause work to do installations. The sign-up and payment flow were both intuitive, and invoices came quickly without any issues. Overall, I feel like the training prepared me well to use the software confidently, and that minor delay in finding database info is really a small reservation compared to the overall positive experience.