Welcome to fully flexible dispensing practice!
Herbal dispensing has changed little over hundreds of years, but the world and expectations have changed dramatically. The Dispensing Platform (DP) transforms how third-party dispensaries operate by cutting admin tasks, preventing script errors, managing stock and connecting clients to payments efficiently and profitably.
This bespoke product radically streamlines operations and can manage multiple dispensaries from a single platform. It can also host more than one Shop (Trade and Retail). Enterprise dispensary requirements differ from smaller clinic sites, and we will work with you to ensure you have a flexible and functional system that perfectly meets your needs.

Orders
- Orders appear on the main Orders page in Admin once they’re paid for. The order status changes from processing to completed or cancelled. Sub-orders (products from the shop) appear alongside the main order, making it easy to process everything together.
- Clicking on an order opens a page with all the details you need to process it, check numbers, print labels and manage any problems (resend links, etc.) that may arise.
Inventory management
- Inventory levels adjust automatically with each order, and herbs with low reserves or short dates are flagged. Herbs can be added singly or in bulk with a CSV file, and updating details is easy.
- The software accommodates all herbal formats, including powders, granules, FCG, raw or liquid tinctures, and a wide range of ratios within each format.
- Batch numbers are recorded for all transactions, and switching from one batch to another is seamless.
- Dispensaries offering multiple formats (e.g., both tinctures and granules) can display and distinguish all the orders on a single Orders page and process them separately if they wish.
Prescriptions
- Practitioners can create formulas in five ways: (a) adapting classic formulas from the TEAM database, (b) using ‘Formula Builder’, (c) reusing that patient’s earlier order, (d) taking a script from their ‘Favourite Formula’ folder, or (e) reusing another patient’s prescription.
- All orders can be adjusted (herbs and doses) once they’re in the Cart.
- Script-writing errors are impossible as practitioners can’t duplicate, misspell, or add unavailable herbs.
- The mandatory fields prevent them from omitting doses, client details, or instructions.
- The TEAM database has 80+ key formulas (with full reference information) that can be adjusted and moved to the Cart.
- ‘Formula Builder’ is a responsive herbal search tool to create scripts swiftly and accurately.
- Additional script-writing support is provided via an extensive reference section on doses, names, substitutions and how processing alters the actions of some herbs (in the TEAM section).
Practitioners
- The Practitioner’s dashboard gives herbalists a choice of languages to work in. They can add a logo to labels, save favourite formulas, manage the instructions automatically sent with their scripts, and see client details, orders and commission, etc.
- Patient’s scripts can be downloaded individually or in bulk as a single PDF for record-keeping.
Financials
- Practitioners see herb prices as they create scripts in ‘Formula Builder’ and for all scripts in the Cart.
- Practitioners can preset commission values as a percentage or a flat rate for each patient. These values can be changed for each order in the Cart, keeping a flexible connection to everyone’s needs at all times.
- Commission is included in the payment request sent to patients via the payment link, collected by the dispensary, and added to the practitioner’s Commission folder.
- All payment details and transactions are managed by third-party, regulated payment processors (usually Stripe).
- Discounts on herb costs can be applied to practitioner accounts, and the site handles the complexities of commissions and discounts, as well as taxable and untaxed items in single transactions.
- Adding Shop(s) for trade and retail products is standard, and we can populate the shops if required.
- The Woo e-commerce software integrates naturally with standard banking systems.
Client engagement
- Client engagement becomes minimal due to the mandatory fulfilment fields for scripts, the absence of errors, or the need to collect payments.
- If practitioners or their clients need to contact you, they can raise a Support tab via the ‘Contact Us’ link on their dashboard.
Patients
- Patients prefer secure, recognisable payment links with an order’s details fully explained.
- They can create their own account (with a dashboard) to view orders (and instructions) or change shipping details without contacting the dispensary or practitioner.
These points in greater depth:
Stock Control
The Dispensing Platform makes this crucial issue of herbal inventory management easy. Each herb (or product) can be recorded by:
- Batch number
- The purchase date
- Use-by date
- Quantity
Inventory levels automatically adjust after each sale to ensure accurate levels are shown. Multiple batches can be assigned to each herb, making switching simple, even during an order. Low level alerts can be set individually to reflect each herb’s usage and encourage timely reordering.
The system provides comprehensive inventory management with batch monitoring and full regulatory compliance. Barcode scanning further simplifies the process and raises stock control accuracy and speed.
Error freedom
Errors are a significant issue for third-party dispensaries, but the DP safeguards ensure every script is accurate and complete. It’s impossible for practitioners to duplicate herbs, spell them wrong, use unavailable herbs or forget to add client contact details, dosages, or label instructions.
Payment Options
The Dispensing Platform removes any need to collect payments by connecting clients or practitioners with payment processors. Direct access to familiar banking platforms increases confidence and dramatically reduces the time and stress involved in arranging and checking payments.
When practitioners choose ‘Client pays’, secure payment requests are sent to the client by email. (We can add SMS if this is desired, as emails can be stopped by oversensitive security systems). The payment and product are clearly explained, and clients love the security, transparency and simplicity.
Practitioners like the same things, plus they like the dispensary collecting commission for them, relieving them of the need to calculate or check payments.
Practitioners can also pay with CC or via an ‘On Account’ agreement.
Labels
Professional, branded labels, with logos, the herbs in Pinyin or Latin, practitioner and patient names, dosage, user guidelines, order number and contact details. The labels meet legislation and patient needs, clearly and consistently, every time.
Labels can be printed from the Order page, keeping confusion to a minimum.
Discounts
Discounted rates can be given to chosen practitioners, and they will apply to all that practitioner’s bespoke formulas (but not Shop products). The discount applies to the herb prices (incl. dispensary fee) before commission or shipping is applied to the order.
Pricing
Please see the Pricing page – we’re determined to support herbal practice, and our pricing structure reflects this.
Shop
The Shop is available for any products you wish to sell. DP can accommodate more than one Shop (Trade and Retail) and different taxation rates. The bespoke DP e-commerce software can process multiple items (including Tax-free herbal ingredients (UK) and taxable products) in single transactions.
Security
Website data security is a critical feature of DispensaryPlatform, and we’ve made every effort to minimise risk and maximise safety features. Our fully GDPR-compliant software is hosted on a secure server with SOC2 Type II and SOC3 reports, and an ISO 27001:2022 certification.
Admin access to the site requires the latest biometric two-step authentication, plus a password for the site that changes daily. Practitioners’ and clients’ passwords only give them access to dedicated data sections.
All payments are made off-site via links to regulated payment processors, avoiding the possibility of card details being compromised via DispensingPlatform.
Software Development
The Dispensing Platform software is bespoke and developed specifically for herbal dispensing. The up-front cost has been our time and energy, but we have a robust system with high security and low exposure to future threats. Nearly all of the software has been coded specifically for the site, with minimal reliance on third-party plug-ins (which need updating regularly and are vulnerable to threats).
The platform is designed by an herbalist, in tandem with a top dispensary, and coded by an exceptional engineer with years of security industry experience.
Practitioner Dashboard
Practitioners can personalise their Dashboard to Pinyin, Latin, or Chinese, brand their labels, alter client instruction templates and shipping settings 24/7. It provides access to formulas, orders and products, offering them complete flexibility and control.
Order status is shown in real time, with costs, commission owing and client details.
The dashboard has help videos and a ‘Contact Us’ tab that pre-fills their details, making it as easy as possible to contact you via the site.
Client Database
Client details are easy to manage in one secure, searchable place. For faster, more accurate prescribing, client details should be added BEFORE their formula.
TEAM Classic Formulas
Classical East Asian herbal medicine involves adapting formulas to match a patient’s dynamics. The TEAM database has over 80 classic formulas, including their Actions, Indications, Structure, Adaptations, a Discussion, and Cautions and Contraindications. This is online script-writing with a reference book that naturally acts as a ‘refresher’ for practitioners as they work.
The TEAM database provides access to the formulas herbalists typically refer to. Scripts can be chosen and adapted in a side menu on the page, with reference to all formulas on that page, before adding to the Cart. Once in the Cart, the formula and instructions can be altered before ordering, and with pricing in the Cart, practitioners have a clear idea of costings.
Formula Builder
The ‘Formula Builder’ is a simple way to create, save and prescribe formulas. A responsive search bar makes it quick and easy to choose herbs, adjust doses and repeat until the formula is built.
Formulas can be named and saved (or added to the Favourite Formulas folder; it’s a simple task to edit or adapt them in the future.
The price per gram/ml and the subtotal price of herbs appear during script writing, as does the daily subtotal, to give clear script costing.
Herbal Information
Dispensing Platform is set for daily raw herb doses and supports customised herbal ratios across granule, powder, or liquid equivalents.
In addition to the TEAM formula database, there are advised dosages, herb names, and the clinical effects of Pao Zhi processing, plus substitutions for 90+ herbs on the Herbal Info tab to support practitioners.
Favourite Formulas
Practitioners have a dedicated folder for their favourite/commonly used prescriptions (and adaptations). Formulas can be quickly assigned to a client, added to the Cart and adjusted further before prescribing.
Patient Accounts
Patients can set up their own accounts and pay, view their order history, change shipping details, track current orders, and reorder available products. It boosts transparency, builds trust, and gives patients more control over their care.
Registration
Retail herbal dispensaries must manage secure access to herbs and adhere to regulatory requirements by restricting access to qualified practitioners.
We make this easier with an invitation email template that you can send to existing practitioners. Our bespoke CSV file template for client details simplifies bulk transfers of client data to the site.
New practitioners must register, confirm their email address and await the dispensary’s review. Once their account is approved, they get a secure login to the site. Once a practitioner is registered, the dispensary can manage their access to products.
Patient accounts are registered automatically and instantly accessible (after confirmation of email address).
Exiting
We hope you won’t want to leave, but if you do, all your data can be supplied in CSV file format.