Client Database
Stronger client relationships drive faster practice growth.
Here’s the truth: a single great session isn’t enough to build a thriving practice. The real foundation is what happens between appointments—how well you know your clients, how reliably you follow up, and how confidently you personalize every visit. Ruana’s client database gives you a complete, organized view of every person you serve, so building lasting professional relationships feels effortless rather than overwhelming.
Everything you need to know about every client, right at your fingertips.
Whether you’re seeing a new face for the first time or welcoming back a long-time client, having the right information on hand makes all the difference. Ruana’s client database brings together contact details, session history, clinical notes, financial records, and personal preferences into one clean, easily searchable place. No more hunting through paper files, spreadsheets, or scattered apps. Everything you need is exactly where you expect it to be.
And the more your practice grows, the more valuable this becomes. Ruana scales with you—whether you’re managing a small solo caseload or coordinating a multi-practitioner team with hundreds of active clients.
Import and add clients with ease
Switching platforms doesn’t have to mean starting from scratch. The Ruana team will personally help you migrate your existing client list so your records are ready to go from day one—no stress, no lost data, no hours of manual re-entry.
A single place for every detail that matters
Think about everything you need to know to deliver truly exceptional care: intake history, previous session notes, ongoing treatment goals, payment records, communication logs, and personal preferences. Now imagine having all of that available instantly—on any device, from anywhere. That’s what Ruana’s client profiles make possible.
Each client record is a living, growing snapshot of your relationship. The more you use it, the more valuable it becomes—and the better care you can provide.
Every client profile includes:
- Contact information
- Full appointment history with session details
- Clinical notes and SOAP records linked to each visit
- Custom client tags for easy filtering and segmentation
- Series of services tracking (so you always know which session a client is on)
- Financial records including payments and outstanding balances
- Personal preferences and reminders (preferred pressure, allergies, special notes)
- Package and membership tracking
The more you know about each client, the better care you can deliver. Ruana keeps that knowledge organized and accessible so every visit feels personal, informed, and professional.
Why practitioners choose Ruana for client management
Built for the way you actually work
Ruana’s client database was designed with health and wellness practitioners in mind—not generic businesses. The features, fields, and workflows reflect the real needs of people who work closely with clients over time to achieve meaningful outcomes.
Your data, always secure
Client information is sensitive, and protecting it is non-negotiable. Ruana uses robust security measures to keep your records safe, private, and compliant—giving you and your clients complete peace of mind.
Better information means better care
When you walk into a session knowing a client’s full history, preferences, and progress, you can deliver a level of care that keeps them coming back. Ruana’s client profiles help you be the practitioner your clients tell their friends about.
Grows as your practice does
Whether you’re just starting out or managing a well-established practice, Ruana scales with you. Add team members, expand your services, and grow your client base—your database grows right alongside you without missing a beat.
Get set up in minutes and start managing clients with Ruana today.
Getting started is free, and our team is here to help you every step of the way—whether you’re migrating from another platform or building your practice from scratch. Choose the plan that fits where you are today, knowing Ruana is ready to grow with you wherever you’re headed.