Everything your practice needs. Nothing it doesn't.
HerbalClient is organized around real practitioner workflows — clinical care, client engagement, practice operations, and growth. Every feature is connected. Nothing is bolted on.
Platform
Shared across every vertical.
Video sessions with full client context and post-session charting.
AI drafting, clinical questions, and client-aware content generation.
Availability rules, online booking, and pre-session client context.
Client-facing hub for plans, trackers, forms, and messaging.
Full practitioner workspace access on any device.
Structured session notes with 7 templates and AI drafting.
Invoicing, payment tracking, and Practice Pulse analytics.
Built-in website builder with blog and content publishing.
Blog authoring, social studio, AI content, and lead capture.
Calendar sync, payment connections, and data tools.
HerbalClient
Built for herbal medicine practitioners.
Custom multi-herb formulas with interaction screening.
Comprehensive botanical reference built into your workflow.
Herb-drug interaction flags before every formula is dispensed.
Stock tracking, low-stock alerts, and batch management.
Print-ready labels with dosing, credentials, and batch info.
Automated refill reminders and portal-based refill requests.
Supplier contacts, COAs, pricing, and order history.
Use HerbalClient alongside Jane, SimplePractice, and more.
Feature systems
Explore by system.
Build custom multi-herb formulas with interaction screening, dispensing labels, and full formula history per client.
Inventory tracking, supplier management, low-stock alerts, and batch reconciliation — all connected to your formula workflow.
A comprehensive botanical reference integrated directly into formula building — actions, contraindications, interactions, and dosing at your fingertips.
Give clients a clearer portal for formula access, refill requests, education materials, and progress tracking between consultations.
See it in action.
Start a free trial to explore the full platform, or book a demo to see how HerbalClient fits your workflow.