Sign In Start For Free

Ruana’s Guide

All guides
RUANA Support

We’re here to help.

Have a question about RUANA or want us to walk through something with you? Simply book a short support call or reach out to us anytime through the chat.

Book a Quick Support Call

Book a personal 15- or 20-minute call with our team anytime. We’re also available on Saturdays and Sundays.

  • 15 or 20 minutes
  • Weekend availability
  • Personal support
Book a Call

24-Hour Chat

Prefer to send us a message? Simply use the chat button at the bottom of the screen. Our chat is available 24 hours a day.

●
Available 24 hours
Open the chat using the icon at the bottom of the screen.
Questions about setup, billing, scheduling, or a specific feature? Our team is happy to help.
Email: support@getruana.com

Contact Us!

Have questions or need assistance? Contact us! We’re here to help.

    Welcome to the Ruana Setup Guides

    These guides walk you step by step through setting up and using your clinic in Ruana.

    Start with Step 1 to set up your account, clinic, team, services, booking page, forms, and more. Then continue with Step 2 to learn how to use Ruana in your daily workflow — including scheduling, check-ins, payments, patient management, and SOAP notes.

    We strongly recommend completing everything in order for the best experience.

    ▶️ Step 1: Set Up Your Ruana Account

    Complete step-by-step walkthrough to set up your clinic, team, services, booking page, forms, Advanced SOAP Notes, insurance codes, and document settings.

    Step 1 Chapters
    Open on YouTube ↗
    Tip: Click a chapter to jump to that exact moment inside the player.

    ▶️ Step 2: How to Use Ruana (Daily Workflow)

    Learn how to manage your calendar, check in patients, book and reschedule appointments, take payments, use practitioner mode, and complete SOAP notes.

    Step 2 Chapters
    Open on YouTube ↗
    Tip: Click a chapter to jump to that exact moment inside the player.
    Best way to use this guide section
    Start with Step 1 to set up your clinic, team, services, products, packages, booking page, forms, codes, and document settings.

    Then watch Step 2 to learn how to actually use Ruana day to day — including booking appointments, checking in patients, taking payments, using practitioner mode, and completing notes.

    You can always use the left sidebar to jump to any step or help topic.

    Setup steps

    1. Step 1: Set up your clinic & account settings
      Business profile, clinic info, legal details, system language, currency, and time preferences.
    2. Step 2: Set up office locations
      Addresses, contact details, office hours, and location setup.
    3. Step 3: Add team members, roles & departments
      Invite staff, assign permissions, define departments, and add practitioner details.
    4. Step 4: Create services
      Appointment types, departments, pricing, durations, practitioners, and service settings.
    5. Step 5: Add products
      Retail items, in-clinic sales, inventory quantity, and reorder thresholds.
    6. Step 6: Add packages
      Visit packs, discounts, expiration rules, and package-to-service setup.
    7. Step 7: Set up your online booking page
      Public booking page, online booking rules, links, layout, and booking restrictions.
    8. Step 8: Create digital forms
      Patient intake forms, practitioner forms, templates, questionnaires, and consent forms.
    9. Step 9: Advanced SOAP Notes & Automatic Notes
      One-click note buttons for faster charting and easier documentation workflows.
    10. Step 10: Add & manage Insurance Codes
      Save diagnostic and billing codes, organize favorites, and speed up billing workflows.
    11. Step 11: Invoice Builder Customization
      Customize what appears on receipts, invoices, and superbills.

    Tip: If you ever get stuck, return here or use the left sidebar to jump to any guide.