Waybook Reviews

Before Waybook, I tried building out SOPs in Google Docs, Notion notes, ClickUp notes, and even had random ones floating around in Notepad when I needed to jot something down quickly. I knew I needed everything to be centralized in one place. Then came Waybook! I really like the layout, which allows me to have a nice overview of all my top-level processes, then drill down deeper when needed. Having all my SOPs in one location is way better than having a Drive folder with Google Docs spread out. I haven't finished building everything out yet, so I am excited to eventually use Waybook for onboarding my team, tracking their progress, and testing out their knowledge. I can see this tool being very helpful for years to come as my business continues to grow.

I haven't run into any issues or things I don't like about this software. Dark mode would be helpful so I'm not blinded by all the white, but that's about it.

John - thank you so much for your review and recommendation! Really pleased we could swoop in and help you consolidate your SOPs into a single source of truth. We can't wait to continue growing with you and your team Elle

It is super-fast to implement with almost zero training. The in-app support is responsive if you do happen to have a question. They keep the structure detailed enough to have the depth of indexing you might need, but also only three tiers or so deep. That straightforward menu structure helps it be more deployable.

There are a few features I would like to see, and may be coming soon. You can export, but I would like to be able to export more docs at the same time. I would like to be able to password-protect a public page.

Hi Spencer, Thanks so much for your review. So pleased you've found Waybook fast to implement and no training required. The dream review for us, as we've worked hard to get here! Some really great feature requests in there too and I'm pleased to confirm that they're on the roadmap already. I'll be sure to drop a tag on your account so we can invite you to early testing as soon as these features are available. All the best, Elle

I liked that I have a lifetime subscription through APPsumo for a small amount to make it somewhat worth it. I like that we have a place to keep documents to refer to.

Its not meant as a functional process management system because you can't print from it. The documents are not formatted the way you would for printing so keeping letters to clients or employees is not possible unless you do it in pdf format, which is inconvenient because we always need to change the name, address, date, etc. We would like to keep templates in there for our processes but cannot.

Hi Alla, Thank you for your review. I'm sorry to hear that and appreciate you sharing this insight. I have shared this feedback with our product and am pleased to confirm we do support PDF exporting of content, which can then be printed. Here is a link to our help center article on printing documents: https://help.waybook.com/en/articles/6119058-can-i-print-my-waybook-documents Again, thank you for sharing this with us, and feel free to reach out to support with any further feedback or questions. Elle and the Waybook team

I like the easiness of Waybook, it is a very intuitive app and has the flexibility of inserting all types of content. You can even take quizzes to make sure people understood everything and get a track record of who see the procedures. Very, very good app. Totally happy!

I did not find any point to be unhappy but I'd like to see a near future the multi-language feature. We run 2 countries and it would be awesome to be able to publish documents in 2 different languages and any given user would see it for his language.

Hi Nuno Filipe, Thank you so much for your review and recommendation of Waybook. I'm so pleased to see that you're finding Waybook to be easy to use. We've invested a lot of time into making sure our UI is simple and easy for you to get started without any need for additional platform training. Also really happy to see that we've been able to help you to consolidate your tech stack and centralise your important business processes and documents. Really excited to continue supporting you and your team, as well as watching your Waybook grow. If we can ever help, you know where we are.

We chose Waybook to keep our team members aligned with sharing of documents, policies and procedures and most of all tracking training by administration of tests.

We have not found a specific feature that we like least or Waybook should incorporate.

Hi Taleah, Thank you for your review. We're so pleased we can help you and your team stay aligned and also give you the ability to track your team's training. If you ever have any feature requests in the future, do not hesitate to get in touch - we'd love to hear them. Elle and the Waybook team

Waybook is a great knowledge management software, I like the user interface and the overall positive user experience that Waybook provides me and my team with. Waybook provides a great structure when building SOP’s and guidelines.

I would love to see a smoother experience and format when exporting to PDF, this is something minor and doesn’t take away from all the great stuff that Waybook provides.

Hi Feras, Thank you so much for sharing your review and for your recommendation of Waybook. I'm so pleased to confirm that we're working on some improvements to PDF exports. I'll let you know if we open this up to beta testers or as soon as it's rolled out to all users. Really pleased to hear that you've found our templated structures and guidance to be beneficial. Really excited to watch your Waybook grow and to continue supporting you and your team!

I use Waybook to organise company processes and store knowledge docs. Had a great experience with it so dear and I currently love logging into it - Lovely UX - Organised layout - Great document control - Excellent support team

No real criticisms here aside from a selfish request for an iPad app. That would be great for my own workflow.

Thank you for your review and recommendation. I'm very pleased to say that app support is on the roadmap! Really pleased that you're loving Waybook and our UX - we've put a lot of love into it, so really great to hear this feedback. Also, personally very pleased to see that you're happy with our support team. You know where to find us if you need any help in the future. Excited to continue watching your Waybook evolve.

Reduce the overwhelm of SOPs with Waybook! Having everything in one spot so that everyone can be on the same page is priceless. I was feeling lost in a see of folders and drives, but with Waybook, I can set everything up so that all information necessary is available. I can limit access based on team and subject. It can be used an internal training management system. I even love being able to customize the icons of the subjects.

I haven’t found a reason to dislike it yet.

Thank you so much for your review and recommendation, Shari! We can't wait to continue watching your Waybook grow and are always on hand to help

Ease of use, organizational structure, incredibly intuitive!

An introduction of more community features would be nice. Chat channels, calendaring, email integration, zoom integration - taking this beautiful structure and adding a community element.

Hi Daniel, Thank you for your review and feedback. This is definitely in our direction of travel for Waybook and we're excited to make it even easier for your team to collaborate and interact within Waybook. I will be discussing your feedback with our product team and will be in touch as we scope these updates, as we'd love to work with you on them.

It is easy to use, the support is excellent and it works really well.

I can't edit documents on a mobile device.

Hi Ian, Thank you so much for your review - we love working with you and your team. I'm pleased to say that mobile improvements are on our roadmap and we'll be in touch as soon as this moves into active development, as we would love your feedback on how we can ensure this adds value for you and your team. We're excited to continue growing with you and appreciate your feedback!

I have been searching for a solution for documentation for a long time. Waybook is the highest value app I have purchased in a long time. I hope you guys plan to be around for a while. What I like: - We were using Notion for documenting our processes but after a while, it gets out of hand. It became a job to organise our stuff. Waybook has a built-in organisation. - Minimalist - I hate tools that have "too much going on". Waybook is simple. It does one thing very well. - Scale - Easy to add a new team member. - Testing - Testing was the main reason I wanted to move from Notion. To make things more official and track my team. Good job guys.

I hope they update the text editor to allow for shortcuts with creating headlines and adding images. Like a "/" command.

Thank you so much for your feedback. I'm so pleased you find our UI to allow you to focus and not distract your readers. The product team will be really pleased to hear this too. Helping you to scale has been a big thing for us when building Waybook. At our core, we want to help businesses scale efficiently and supporting the evolution of your team within the tool is really important to us. Super excited to continue growing with you and if there's anything we can help with along the way, do not hesitate to reach out to our support team.

I loved how easy it is to set up and organize your systems and processes in an easy way that makes sense. I just started documenting our processes but what I love is its easy enough that once I learn the system, I should be able to delegate much of this to another member on my team to build out.

So far I' liked everything, especially the more I dive in. I would have to say when I first logged in the very first time, it was a little overwhelming to see all the preloaded templates but once I started clicking around I noticed they were just included to make it easier and see the range of uses this can be used to document. In fact, as a small business owner this showed me some processes that i need to develop that i didnt even know about.

Thank you so much for your review, Jay! I'm so pleased that you've found Waybook to be easy to set up and that you feel confident about delegating to another member of the team. We're firm believers in teamwork and encourage all Waybook users to share the load and invite collaborators to help them build out their SOPs and policy documents. Noted on your feedback regarding our template structures. I'm pleased to say that we're working on a new version of templates and actively trying to reduce any initial overwhelm when you first hop into the tool. However, good to know this also helped you to highlight possible gaps in your existing documentation and look forward to watching your team and your Waybook grow!

Customer service is top notch. I get proper and professional responses within 24 hours. I also appreciate their willingness to explore how issues can be solved as well as their transparency on the product roadmap. It is really easy to use and has the minimum features you need to start onboarding employees and getting them on the same page with your company's SOPS and other information.

Waybook is quite fresh. Features are quite limited and based on their roadmap it could take some time. I was a little disappointed with the security features and limitation with using Waybook as a means to get staff's acknowledgement on new polices and processes. That being said, i have been assured that these are features that are coming soon.

Thank you so much for your review and recommendation! I'm so pleased to hear your interactions with our support team have been great so far. We're incredibly proud of them and as the Waybook community are core to helping our team direct product development, we're always open to your feedback, feature requests and suggested updates. As a growing business ourselves, we completely understand how frustrating onboarding new team members was before Waybook so I'm over the moon to know we're having a positive impact on your business' productivity and saving you time sending individual emails whenever something changes. You know where we are if you need anything along the way! Elle

Streamline systems and processes of your business Make employee training and onboarding easier Easy to set up and use Amazing guidance to document your processes

The initial templates may not be directly relevant to your business. Needs some guidance from the customer support team through 1:1 which are offered.

Hi Emily, Thank you so much for your review. I particularly loved this line: "It turns an amateur entrepreneur into a thought leader of your field of business". I'm so pleased to hear that you feel this way and that we've been able to support you in streamlining your systems and processes, creating the central source of truth essential for any growing business looking to scale efficiently and build an unstoppable team. We're actively working to improve our templates and I'd love to chat to you a little more about this. If you did have any ideas or had time to sit and chat templates, please get in touch and we'll set this up. Really excited to continue watching your Waybook grow!

It’s a straight forward tool that allows you to show and build value in your business.

It’s not available as an app yet, which would be amazing as I would like to create more SOP guidance on the go.

Will, Thank you so much for your review! We love working with you and your team, and are really excited to launch mobile support for you in the future to help your team access and collaborate on new SOPs on the go! I'll be in touch as soon as we open mobile support up to early testers and you know where we are if you need anything in the meantime. Elle and the Waybook team

What I love is that I was able to get access for a lifetime deal price through AppSumo at a time where I was in the market for an alternative to "Trainual". We needed to document our systems as we prepare to scale the company. This tool is so amazingly easy to use and I cannot think of things to improve, yet I know there is a roadmap of more awesome things to come.

I would like to see a library of common SOP's or processes to help get started. Waybook does have a list of ideas for different departments, but some common tasks inside those departments would be an awesome onboarding component.

Love this review - thank you Jay! I'm so pleased to hear you've found Waybook so easy to use. We've worked really hard to get there, so hearing you've found this makes us super happy! I'm pleased to say that we have a templating library which is continuing to grow and available by invitation. If you reach out to the support team, we'll happily give you access so you can check it out and see if there is anything in there relevant to your team Looking forward to continuing to grow with you and your team! Elle

The best features are the core features, being an interactive onboarding, training, and knowledge repository. It's easy to create, edit, and archive pages. You can embed any kind of media possible to create and implement repeatable processes for repeatable results.

The only improvement I would like to see is maybe webhooks, or integrations with zapier competitors.

Hi Brice, Thank you so much for your review. I'm so pleased you're enjoying using Waybook and finding content easy to build. I think we have some exciting features in the pipeline to help you do even more when it comes to repeat processes, so super excited to share these with you when they're ready. I'm pleased to say that the team are investigating other integration options, outside of the work we've done with Zapier. I'll definitely keep you posted on this. If there's ever anything else we can help with or you'd like to see, do not hesitate to get in touch. Elle

I like that you can train people using Waybook, with trainings, quizzes and more. The most important is I can store my manual on the site with permissions at every level

I wish the trainings were more intuitive and easy to administer and manage.

Thank you so much for your review. We're so pleased that you have been able to set up your team training and store your business manuals using Waybook. We'd love to learn more about how training could be improved for you and your team - I'll be in touch and would love to discuss this with you in more depth. Thanks again for sharing your feedback - we're excited to continue growing with you.

I love its simplicity and well-thought process structure. I find Waybook as a well-designed tool with simplified organisation in mind for keeping business processes documentation, training, and knowledge-base platform in the most efficient way. It is easy to even get started with the tool without compromising organisation and structure. It is very innovative in the sense that you can gamify training, add videos, forms, and quizzes.

I think that there's room for improvement by incorporating process templates inside the platform. Currently, you can only get a template for a structure. When you are starting from scratch, having an easy to access templates with contents will give you inspiration.

Thank you so much for your review. "Business' Bestfriend for Knowledge Management & Business Process Documentation" is so wonderful to read - thank you! Simplicity is a huge thing for us - we want to create a central source of truth for your business and making this content easy for your team to navigate is crucial, so I'm happy to know you like this about the tool. Also, very pleased to...

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I am onboard the Waybook train in a big way. I use it for my day job and my freelance work. I was pretty much sold as soon as I got access as the layout just makes perfect sense to me. The access rules are so simple and powerful. You can have dozens of different teams only seeing the content they need to interact with and then only some with edit access. A dream come true!

I'm keen for the team to implement an option to disable document tracking for content that is for reference only. An overhaul of the in-app home screen would be great too, so I can customise what is displayed. Both of those features are listed on their roadmap as coming soon though... so all good!

Thank you for your review and recommendation, Jon! Also, a huge thank you for always being so forthcoming with feedback and suggestions. It's a pleasure supporting you and we can't wait to continue growing with you and your team! Elle

Easy software for storing Systems and Procedures, onboarding materials

Not as many bells and whistles as others like Trainual. Cannot create videos or quickly embed videos but customer service is responsive which is very helpful.

I'm so pleased to hear you've had positive interactions with our support team - thank you so much for sharing your review. I would love to chat with you more about video embedding and any missing features, as we review user feedback and adjust our roadmap every Monday. If you could possibly drop me a message via support, I would love to discuss this further ahead of next week's meeting Looking forward to hearing from you soon! Elle

The ability to save and reuse process and the team experience

The ability to make a sandbox for every process and conditional process

Hi Gianluca, Thank you so much for your review. I'm so pleased you're loving using Waybook and had a positive experience with our support team. I'd love to chat with you a little more about your point on sandboxing and creating conditional processes. If you'd like to chat more, drop me a message at the support address and I'd love to find out more about this request. All the best, Elle

Waybook is an intuitive way to manage business processes and helping with the onboarding of new team members. They have good feature sets like permissions and summary emails that help give a bird eyes view on the teams progress.

The text editing leaves much to be desired but it has vastly improved since we've begun using it.

Ease of use, simple to understand for non-techies like me, helps organize all the documentation & training that was all over Google drives, one drives, folders, my brain, papers and so on.

So far, nothing that I don’t like. The product and team shows a lot of potential.

Hi Harpreet, Thank you so much for your review and recommendation. Also, thank you for your time during our onboarding call - it was a pleasure getting to know you and your business a little better. Really pleased you're finding Waybook easy to use and know that we're on hand to help if you ever find yourself in need of additional support. Really excited to continue supporting you in organising your processes for powerful onboarding and training, as well as watching your business grow.

I like the general organization of the steps. I really like the editor, it just works. The templates are awesome, and better over time. The structure of the docs is neatly organized. Clean interface, easy navigation.

I'd love to see more integrations. And easier documentation transferring.

Hi Ivan, Thank you so much for your review. We're so pleased you're harnessing the power of Waybook and enjoying its simplicity, as well as having fun building your playbook. We'd love to understand what other integrations you're looking for so we can share this with the product team. Please do reach out to us at support@waybook.com so we can discuss this and your request for easier documentation transferring. Thanks again! Elle and the Waybook team