# Knowledge base

- [HealthRide Knowledge Base](https://healthride.app/knowledge-base/): Step-by-step guides for running your transportation operation with HealthRide — setup, dispatch, drivers, billing, and more.
- Getting started
  - [Welcome to HealthRide](https://healthride.app/knowledge-base/getting-started/): Set up your company first, invite your team, then add drivers, vehicles, and passengers, and book your first trip.
  - [Set up your company](https://healthride.app/knowledge-base/getting-started/set-up-your-company/): Go to Settings > Company to enter your display name, legal name, timezone, DOT and NPI numbers, phone, and street address, then click Save changes.
  - [Invite your team](https://healthride.app/knowledge-base/getting-started/invite-your-team/): Go to Settings > Team, click Invite employee, enter their email, pick a role, and click Send invitation — they get an email invite to the portal.
- Trips & dispatch
  - [Create a trip](https://healthride.app/knowledge-base/dispatch/create-a-trip/): Book a trip from the Trips page or the dispatch board by clicking Plan trip, choosing a passenger, setting pickup and dropoff, and clicking Create Trip.
  - [The dispatch board](https://healthride.app/knowledge-base/dispatch/the-dispatch-board/): The Dispatch page shows one timeline row per driver for the day; drag trips from the Unassigned panel onto a driver's row to assign them, or let Ryder Go, our dispatching AI, assign them for you.
  - [Driver shifts](https://healthride.app/knowledge-base/dispatch/driver-shifts/): Set up weekly recurring patterns in Settings under Driver Schedule, then click Build next 14 days to create the daily shifts that put drivers on the dispatch board.
  - [Cancellations and no-shows](https://healthride.app/knowledge-base/dispatch/cancellations-and-no-shows/): Change a trip's status from the trip page — mark it Cancelled if the ride won't happen, or No show if the passenger wasn't there at pickup.
- Drivers & vehicles
  - [Add a driver](https://healthride.app/knowledge-base/drivers/add-a-driver/): Invite a driver from the Drivers page by sending them an invitation code by email or SMS, which they use to join your team in the driver app.
  - [The driver app](https://healthride.app/knowledge-base/drivers/the-driver-app/): Drivers join with an invitation code, sign in with a password or Google or Apple, run their trips, and check a vehicle out at the start of a shift and back in at the end.
  - [Add a vehicle](https://healthride.app/knowledge-base/drivers/add-a-vehicle/): Add a vehicle from the Vehicles page by clicking Add vehicle and entering its name, type, capacity, and other details, plus an optional photo.
- Passengers & facilities
  - [Add a passenger](https://healthride.app/knowledge-base/passengers/add-a-passenger/): Add a passenger from the Passengers page by clicking Add passenger, entering at least a first name, and saving with the Add Passenger button.
  - [Connect a facility](https://healthride.app/knowledge-base/passengers/connect-a-facility/): A facility is a place like a nursing home or dialysis center that you bill for trips; add one from the Facilities page with Add facility, and its payment terms set the due date on its invoices.
  - [Merge duplicate passengers](https://healthride.app/knowledge-base/passengers/merge-duplicate-passengers/): Merge two copies of the same passenger from the Passengers page with the Merge passengers button, which keeps one profile, archives the duplicate, and moves its trips and billing history to the kept profile.
- Billing & payments
  - [How billing works](https://healthride.app/knowledge-base/billing/how-billing-works/): Facilities receive invoices on payment terms, self-pay passengers pay per trip through a payment link, and everything lands on one Billing page.
  - [Create and send invoices](https://healthride.app/knowledge-base/billing/create-and-send-invoices/): Open the facility, click "Create invoice", review the completed trips it covers, and email a secure payment link in one step.
  - [Record a payment](https://healthride.app/knowledge-base/billing/record-a-payment/): Open the invoice, click "Record payment", and log a check, ACH, wire, or cash payment so the balance goes down.
  - [Get paid online](https://healthride.app/knowledge-base/billing/get-paid-online/): Connect Stripe under Settings then Payments so facilities and self-pay passengers can pay you by card or bank, with payouts sent to your bank account.
- Importing your data
  - [Import from a spreadsheet](https://healthride.app/knowledge-base/imports/import-from-a-spreadsheet/): Import passengers, drivers, vehicles, or facilities by uploading a CSV file in Settings, then Imports & Exports, checking the column mapping, and committing the valid rows.
  - [Switching from another system](https://healthride.app/knowledge-base/imports/switching-from-another-system/): When you import files exported from Bambi, MediRoutes, RoutingBox, TripMaster, MTM, or Modivcare, pick that system under Source so HealthRide reuses your column matching for its files and updates existing records instead of duplicating them if you import again.
  - [Download your data](https://healthride.app/knowledge-base/imports/download-your-data/): Download your passenger, driver, vehicle, and facility rosters as CSV files from Settings, then Imports & Exports, then Exports.
- Account & security
  - [Roles and permissions](https://healthride.app/knowledge-base/account/roles-and-permissions/): HealthRide has six roles — Owner, Admin, Office, Dispatcher, Billing, and Viewer — and you change someone's role from Settings under Team, in the Members list.
  - [Passkeys and two-step verification](https://healthride.app/knowledge-base/account/passkeys-and-two-step-verification/): Protect your HealthRide sign-in from Settings under Security, where you can set up a passkey (the easiest option) or six-digit codes from an authenticator app.
  - [Your subscription](https://healthride.app/knowledge-base/account/your-subscription/): Manage the plan, payment method, and invoices for your own HealthRide subscription from Settings under Subscription — this is what you pay HealthRide, not what your customers pay you.