Canopy has been amazing to work with. They were very patient with us and gave us many suggestions along the way. We have been extremely happy with the overall user experience and functionality of Canopy. It has saved us thousands of dollars and time in the process of going live. We highly recommend them! I am using Canopy for my own business now and it's great. When you signup for an account they will walk you through all the different features. If your not familiar with these types of software programs then don't let this scare you off because there really isn't much learning curve when it comes to how things operate.