Training was mostly as I expected, setup took some effort
I was expecting the training and onboarding to be a bit more intensive but overall the experience was fairly aligned with my initial thoughts. The setup process was definitely one-off, requiring concentrated effort to get all the tools and the database organized exactly as needed for my remote workflow. I found the training helpful in covering the basics, but a few things like the dialer integration and automatic updates seemed to be more ongoing adjustments I had to figure out later on my own. I wouldn’t say it was overwhelming, but it did stretch beyond the first few sessions to keep things running smoothly. The invoicing and payment process was straightforward and took less time than I feared, which was a positive surprise. Having telephonic support available was reassuring even though I did not need to use it much. The balance between initial setup and continuous learning appears typical for software like this, so there were no unexpected challenges, just the usual curve for adopting new tools. All in all, the training met my expectations without exceptional flair but also no major shortcomings. I might have hoped for a bit more check-in in the early days but that’s a minor point overall.