Waybook Reviews

“user friendly and constantly improving

Pros

Waybook software is very simple to use. As it has made it much easier to manage different parts of my business and I have been really pleased to see the product keep evolving with genuinely useful new features. On the few occasions I have needed help, the support team has also been excellent.

Cons

One thing still missing is automated reporting for staff training progress, as well as alerts when important documents haven't been completed yet.

“training tracking and strong support

Pros

Keeping tabs on employee progress across our training documents has been incredibly useful. The option to include pictures and videos in the documents makes the content much more effective. Customer support has been responsive whenever needed and the overall value for the price is excellent.

Cons

I'd still like to see an app dashboard that matches or at least closely resembles, the web version. A more full-featured mobile app would make the experience even better.

“The best for remote SOPs

Pros

Working remotely, we rely on it to store all of our SOPs and it's been fantastic. Sharing links with the team is easy too and making updates is just as simple whenever something needs to change.

Cons

The downside is that paragraph styling is pretty limited. At times, it's difficult to paste paragraphs and keep the same formatting or font style.

“The Ultimate Tool that Will Grow Your Business Massively

Pros

After trying out various recommended process management tools like Bit.ai, GDOCS, and Process.st, I finally discovered Waybook. None of the others combined the flow, storage, and flexibility that Waybook offers. Its user-friendly interface and logical flow make it pretty easy to use. The software accommodates different formats, and whenever I onboard new team members, they quickly grasp its functionality. Trusting Waybook with the storage of crucial documents is a no-brainer for me. I've uploaded thousands of videos in various SOPS, and it has never crashed or caused any issues. The software also provides useful shortcuts for effortless SOP writing and addition. The team behind Waybook continues to introduce genuinely valuable features without overwhelming the platform, which I truly adore.

Cons

It's difficult to find any issues as they have addressed all the reported concerns! My only minor current problem is not worth mentioning. However, when doing SOPS, it would be great if you could copy the link to your clipboard, highlight the word you want to link, and press Ctrl+V to automatically set the link, similar to Slack's functionality with Ctrl+U, then Ctrl+V for quick link insertion. As I mentioned, it's a very minor issue!

“Great product and excellent support

Pros

Waybook is both flexible and powerful. With its excellent features and regular updates, it provides a delightful interface for team onboarding, training, and process management. We have created an extensive library of documents for internal training and onboarding, and thanks to Waybook, our training has never been better for new staff. The system offered by Waybook is truly exceptional in this regard.

Cons

Once you've checked off items on a list while working through a process, if you want to repeat the process (e.g., with another project), you need to manually uncheck all the checkboxes before reusing them. In that sense, it's not as powerful as Process St (but the pricing is much better!). Apart from that, we absolutely love it!

“Collaborators & Partners, Not Just Securing a Contract

Pros

The support provided by this software is truly remarkable, fostering a highly collaborative environment. Its user-friendliness is a significant advantage.

Cons

I'm not a fan of the export format as it lacks the ability to create page breaks, making the printouts less user-friendly. Additionally, the inability to customize email reminders disrupts our workflow, leading department heads to send emails from their accounts and provide links to Waybook for review. It's not the ideal solution for us.

“fantastic templates and support

Pros

Having one reliable place to document all our company processes and job types was exactly what we needed and Waybook delivered on that really well. The templates gave us a strong starting point right away which helped us get things set up quickly. On top of that their customer service has been incredibly fast, friendly and genuinely helpful. I really couldn't have asked for better support.

Cons

We only ran into a small number of editing issues and whenever that happened, the support team responded fast and either fixed the problem quickly or gave us a temporary workaround until it was resolved.

“centralized SOP hub

Pros

Waybook does a really great job of keeping company content organized. Using Categories, Subjects and Documents makes everything much more structured and having all SOPs centralized in one place is far better than dealing with scattered files everywhere. The layout and formatting also make the content clear and easy to follow. We use it internally for onboarding and training new team members and externally as a client-facing knowledge base as well.

Cons

From time to time, there are formatting issues especially when trying to get out of bullet points or numbered lists while editing content. The workaround is usually to create a new content block, format it the way you want and then delete the extra parts you don't need. I feel like it would be much better if there were a formatting icon on the left side of each line to make those adjustments more directly.

“professional process documentation

Pros

Running my own business while also working at a multinational has given me plenty to compare and Waybook looks far more professional for documenting company processes than what most large companies use. The workflow is also simple such as document the process, then ask questions.

Cons

I'd really like it to store an IP trace and provide a diploma or certificate once someone completes the material. That would make it possible to track, with legal backing, who has read the activities and who hasn't.

“Helpful onboarding knowledge hub

Pros

Waybook is very user friendly and simple to navigate. It does a really good job of helping teams organize knowledge and share it with the right people across the company. For onboarding, it's especially useful because it lets you keep track of who has gone through the process. It's not exactly an LMS but it still works really well for monitoring learning and training progress.

Cons

The customization options for text are a bit limited and it would be even better if it included more content features, such as the ability to add charts inside the text.

“Great structure that delivers

Pros

Using Waybook is way too easy. The layout is well organized and the whole platform is incredibly easy to work with.

Cons

It would be even better with more community-focused features added. Things like chat channels, calendaring, email integration and Zoom integration would build on the platform's strong structure and make it feel more connected.

“valuable and simple platform

Pros

Waybook is a great platform that helps showcase and build real value within a business.

Cons

The only thing missing right now is a mobile app which would be fantastic since I'd love to create more SOP guidance while on the go.

“User friendly onboarding tool

Pros

It has been proven a really user friendly tool for organizing business processes and making onboarding much more manageable for new team members. Features like permissions and summary emails are especially helpful because they provide a clear bird's-eye view of how the team is progressing.

Cons

I noticed that the text editor still has room for improvement, although it has gotten significantly better since we first started using the platform.

“powerful training and permissions

Pros

One thing that really works well with Waybook is being able to train people through it using courses, quizzes and other learning tools. The biggest benefit for me is that I can keep my manual stored on the platform and control permissions at every level.

Cons

The part I'd still like to see improved is the training setup, since it could be more user friendly and simpler to administer and manage.

“team alignment and training wins

Pros

Waybook has been an amazing choice for keeping our team on the same page through shared documents, policies and procedures. The biggest advantage for us has been the ability to track training effectively by assigning and managing tests through the admin side.

Cons

At this point we haven't come across any particular feature we dislike or anything obvious that this software needs to add.

“engaging onboarding that clicks

Pros

Our onboarding process has become a lot more organized with this. Another thing that works really well is the range of ways we can present information which makes onboarding feel far less dull and repetitive.

Cons

One frustrating part is when someone leaves and another person comes in using the same email address. I really wish there were a way to reset their progress.

“limited for document templates

Pros

Getting a lifetime deal through AppSumo for a low price made it feel at least somewhat worthwhile. It's also useful having one place where we can store documents and look back at them when needed.

Cons

The downside is that it doesn't really work as a practical process management system since there's no way to print from it. The documents also aren't formatted in a way that makes them suitable for printing, so it's not realistic to keep letters for clients or employees there unless they're saved as PDFs. That becomes inconvenient because details like the name, address and date constantly need to be updated. We were hoping to store templates there as part of our processes but that just isn't possible.

“clean interface and modern design

Pros

The clean design and interface are a big plus. Overall everything looks polished and pleasant to use.

Cons

Only limitation is that content cannot be expanded to use more screen width which seems restrictive in certain situations.

“fast and easy setup

Pros

Able to set this up and running was incredibly quick and it took almost no training to start using it properly. Whenever a question comes up, the in-app support team replies fast and is genuinely helpful. The way everything is organized strikes a nice balance too as it's detailed enough to give you the indexing depth you may need but it only goes about three levels deep. That simple menu structure makes the whole system much easier to roll out.

Cons

There are still a handful of features I'd love to see added, although they may already be on the roadmap. Exporting is possible but I'd really like the option to export more documents at once. It would also be useful to have the ability to password-protect a public page.

“interactive onboarding powerhouse

Pros

At its best, this platform gets the basics right such as interactive onboarding, training and a central knowledge base all in one place. Creating, updating and archiving pages is easy and the ability to embed almost any type of media makes it very useful for building repeatable processes that lead to consistent results.

Cons

If I had to point out one thing I'd still want, it would be support for webhooks or more integrations beyond the usual Zapier-style options.

“Fits the best for us

Pros

Being able to save processes and use them again is a big plus and the overall experience for the team has been really positive.

Cons

I'd still love to see a sandbox option for every process, along with support for conditional processes.

“Quick rollout and simple setup

Pros

It is really easy to use and rolling it out across the organization was just as simple.

Cons

It would be even better if it included some ready-made templates and stronger example content.

“clean docs and great editor

Pros

The way everything is laid out is well thought out. Also the step by step organization makes sense and the editor is one of my favorite parts because it simply works without getting in the way. The templates are really useful and seem to keep improving over time. I also like how neatly the documentation is structured, along with the clean interface and simple navigation.

Cons

The only things I'd really like to see are more integrations and a simpler way to transfer documentation.

“smart process setup win

Pros

Getting systems and processes set up and organized in Waybook is very easy and the structure actually makes sense. I have only recently started documenting our processes but what really stands out is how manageable it feels. Once I am fully familiar with the platform, I can see myself handing much of this off to another team member and having them continue building everything out.

Cons

Up to this point I have been happy with pretty much everything and I have liked it more the deeper I get into it. The only moment that felt a bit overwhelming was the first login, when I was met with all the preloaded templates. After spending a little time exploring, though, it became clear they were there to make things simpler and to show the different ways the platform can be used for documentation. As a small business owner, that actually helped me realize there are processes I should be creating that I hadn't even considered before.

“Packed with great features

Pros

After comparing a number of platforms for rolling out standardized SOPs across our companies, Waybook felt like the best fit. It also offers plenty of features without looking cluttered and the platform is easy to use. Elle from the customer support team has been a huge help in getting us up and running and she even put together custom plans based on our user requirements.

Cons

There were a few features I noticed were missing but once I mentioned them, they were quickly added to the feature request list and 2 of the 3 are already scheduled for the next release.

“great SOPs and onboarding

Pros

Documenting and sharing processes is something every business really needs for consistency across the team and Waybook handles that really well. It gives us the best foundation for creating SOPs, sharing them with the right people and tracking completion progress for onboarding and training.

Cons

At this point I honestly haven't run into any downsides for what I need. I am mostly just looking forward to seeing more from their roadmap as new features get released.

“Offer versatile content options

Pros

I am using it personally to organize information for blogging and also keep everything in one knowledge repository. One thing that really works well is the variety of ways you can add and format content.

Cons

Everything has been positive up to this point but I still haven't been using it long enough to give a more complete opinion.

“friendly support whenever needed

Pros

Waybook is really easy to use and the customer service has been outstanding whenever I have needed help.

Cons

One limitation is that you have to stick with its built-in formatting choices and it doesn't let you indent the first line with a tab. I'd love to see more updates around formatting, along with additional color and font options.

“documentation done right

Pros

After trying to find a great documentation tool for quite a while, Waybook has easily been one of the best value apps I have bought in a long time. I really hope the company sticks around. We had been using Notion to document our processes but over time it started to feel messy and hard to manage. Keeping everything organized became a task on its own. This tool solves that with built-in structure and organization. I also like how minimal it is as I am not a fan of tools that feel overloaded with too many features. Overall it stays simple and focuses on doing one job really well. It also scales nicely, since adding a new team member is easy. The testing feature was actually the biggest reason I wanted to switch from Notion because I needed a more official way to track my team and make sure things were being followed. Really well done overall.

Cons

What I'd still like to see improved is the text editor. As it would be much better if it supported shortcuts for things like creating headlines and inserting images similar to a / command.

“custom pages made simple

Pros

This software is very easy to use. Plus the step by step guide makes creating custom pages simple and I'd definitely recommend it.

Cons

I honestly haven't come across any downsides.

“well-designed training hub

Pros

The simplicity and well-built process structure stood out to me. Waybook is like a very well designed platform made for organization especially for documenting business processes, training teams and managing a knowledge base efficiently. Also getting started is easy without losing structure or clarity which makes a big difference. It also is innovative because you can add game-like elements to training and include videos, forms and quizzes all in one place.

Cons

One thing that could make it even better is adding process templates directly inside the platform. At the moment, you only get a template for the structure itself. If you're building everything from the ground up, having readily available templates with actual content would be really helpful for inspiration.

“time saving onboarding

Pros

This turned out to be exactly what I needed. Every time I brought someone on, I had to go over the same questions again and again but with this tool they just log in and find the information themselves, no matter which department they're in. It saves a huge amount of time.

Cons

The design could definitely be better but honestly I am not looking for something pretty. I care more about it being useful and helping me save time.

“software is user-friendly

Pros

Waybook is user friendly and customizing it to fit different needs is just as simple.

Cons

I feel like the search feature could be made a bit more easy to use.

“love the organized layout

Pros

It has been really useful for organizing our company processes and keeping all our knowledge documents in one place. I have had a very positive experience with it so far and it's honestly something I enjoy logging into. Also the UX is lovely, the layout is well organized, document control is excellent and the support team has been outstanding.

Cons

To be honest I don't really have any major complaints. The only thing I'd personally love to see is an iPad app since that would fit even better into my workflow.

“Proven a valuable tool

Pros

Being able to rearrange procedures, processes and tasks freely is really valuable and the team collaboration on those processes and documents works very well.

Cons

One thing I'd still like to see is more batch functionality in the app. For example, when adding new rows to a table, it currently has to be done one at a time and it would be much better to add or delete multiple rows in a single action.

“way too easy to setup

Pros

It is pretty user friendly and it's simple to use without much of a learning curve.

Cons

The page space is a bit limited when we are trying to include detailed information.

“Like that, all our docs are in one place

Pros

Waybook software is very user friendly and it's simple enough to follow even for someone non-technical like me. Overall it's been really helpful for pulling together all the documentation and training that used to be scattered across Google Drive, OneDrive, random folders, notes in my head, papers and everywhere else.

Cons

At this point there really isn't anything I dislike. The product is very promising and the team behind it seems to have a lot of potential.

“Simple training and documentation

Pros

It is very user friendly and easy to use. It gives us a lot of flexibility to add all kinds of content which makes building procedures really convenient. I also appreciate that you can create quizzes to confirm people actually understood the material and there's a record showing who has viewed the procedures. It's a very, very good app and I am completely happy with it.

Cons

Honestly I haven't come across anything that makes me unhappy with it so far but I would love to see a multilingual feature added in the near future. We operate in two countries and it would be fantastic to publish documents in two different languages so each user could automatically view them in their own language.

“powerful process documentation

Pros

Waybook really helps organize business systems and processes in a much more efficient way. It makes employee onboarding and training simpler and getting started with it doesn't take much effort. One of the best parts is the excellent guidance it provides when documenting your workflows and procedures.

Cons

The starter templates won't always match your business right away, so some adjusting may be needed. It also helps to get a bit of support from their team through the 1:1 sessions they offer.

“clean structure for SOPs

Pros

Overall it has been an excellent knowledge management tool for our team. The interface looks polished, the overall user experience is very positive and it gives us a clear structure for creating SOPs and guidelines.

Cons

One small thing I'd still like to see improved is the PDF export process especially in terms of formatting and flow. It's a minor issue though and it doesn't take away from the many strong features this tool offers.

“quick setup

Pros

Waybook software is very easy to use and using it is just as simple. The interface is clean and pleasant which makes the content easy to go through. There's basically no learning curve and it offers really great value for the price.

Cons

A mobile app would be a welcome addition. I'd also love to see more visual customization options, along with extra automation features.

“has helpful tool for systems

Pros

Keeping our systems, procedures and onboarding materials organized in Waybook has been really easy. Overall it's a simple platform that works well for storing the information the team needs in one place.

Cons

Compared with something like Trainual, it doesn't come with as many extra features. Creating videos isn't built in and embedding videos quickly could be better but the responsive customer support has been very helpful.

“centralized SOPs done right

Pros

After trying to piece together SOPs across Google Docs, Notion, ClickUp notes and even random notes in Notepad, it became clear I needed one centralized place for everything. That's where Waybook came in. The layout is really well done because it gives me a clear view of my high-level processes while still letting me dig into the details whenever I need to. Keeping all my SOPs in one system is a huge improvement over managing a scattered Drive folder full of separate Google Docs. I am still in the process of building everything out but I am already looking forward to using this software for team onboarding, tracking progress and testing knowledge. As my business grows, I can tell this will be a valuable tool for a long time.

Cons

At this point I really haven't come across any problems or anything I dislike about the software. The only thing I'd add is a dark mode option mainly because all the white on the screen can feel a bit harsh but that's really the only minor request I have.

“user friendly and organized workspace

Pros

It is very simple to use both for me and for my team. Overall it is really user friendly and I especially like the search feature and the way everything can be organized.

Cons

The search can be a little slow at times and I wish it were a bit faster.

“organized docs and media

Pros

Keeping documents online in one place has been really helpful especially for SOPs and other reference materials. I also used it to structure a deal flow history and it made it much easier for a colleague to present everything clearly and in a well organized way.

Cons

No cons to share as it is working the best for us!

“Provides fantastic support every time

Pros

The customer support has been really outstanding. I consistently receive clear, professional replies within 24 hours and I really value how open they are about the product roadmap and how willing they are to dig into possible solutions when issues come up. The platform is also very easy to use, with the core features you need to begin onboarding employees and aligning them with your company's SOPs and other important information.

Cons

Since it is still fairly new, the feature set is somewhat limited and based on the roadmap, some improvements may take a while to arrive. I was also a bit let down by the current security options and the limitations around using it to capture staff acknowledgement of new policies and processes. That said I have been told these features are planned for upcoming releases.

“Top trainual alternative

Pros

Getting Waybook through an AppSumo lifetime deal was perfect timing because I was actively looking for a replacement for Trainual. We needed a way to document our systems as we get ready to scale the business and this has been an excellent fit. The platform is incredibly simple to use and honestly I cannot think of much that needs improving. It's also encouraging to know there's a roadmap with even more valuable features coming.

Cons

One thing that would make the experience even better is a library of common SOPs or standard processes to help new users get started faster. This tool already includes a list of ideas by department which is helpful but having examples of common tasks within those departments would be a really strong addition for onboarding.

“great value and support

Pros

Between the responsive customer support, the user friendly setup and the pricing, Waybook has been a really strong choice. It's still a newer platform but it already is great across the board.

Cons

A few features haven't arrived yet like being able to publicly share certain SOPs or documents with people who aren't part of the team and there are still some integrations missing too. Since the software is fairly new though that is understandable.

“clean ux and simple workflow

Pros

Waybook is very easy to use. The interface is also clean and well designed which makes the whole experience enjoyable to use.

Cons

I noticed that a few important features are still missing like the ability to share individual steps. That said it's reassuring to see this already planned on the roadmap.

“Amazing SOP tracking and layout

Pros

Everything in Waybook is very user friendly and self-explanatory which has made it incredibly useful for organizing our notes by specific topics and keeping important information close at hand. The editing layout is elegant and well designed, so creating SOPs is easy. One of the biggest benefits is being able to monitor how each person is progressing through the process and how well they are absorbing the information in every SOP.

Cons

One thing we would really like is the option to create an additional workbook under the same account so we can keep two separate businesses organized without having to pay for a second investment on the same platform.