Herbalist Hub Pro – The Ultimate Notion Workspace for Professional Herbalists
Herbalist Hub Pro is an all-in-one workspace built for clinical herbalists and professional practitioners.
It brings together client records, case assessments, prescriptions, herbal monographs, recipes, finances, and inventory, everything you need to manage a clinical herbal practice in one place. With fully connected databases for clients, formulas, Materia Medica, and business operations, you can manage every step of your workflow in one connected system.
The system comes with pre-built databases, trackers, and workflows, so you don’t have to build anything from scratch. Plus, you can customize it to fit your practice however you like.
With a clean and stress-free design, everything is structured to help you focus on what truly matters, supporting your clients and refining your herbal expertise. No clutter, no distractions, just a well-organized space that works for you.
Key Highlights of Herbalist Hub Pro
- Built specifically for clinical practice – designed around the real needs of modern herbalists.
- Covers the full client journey – from intake and assessment to prescriptions, follow-ups, and beyond.
- A complete workflow guide is included – so you always know what to do next.
- Supports both clinical care and business management – ideal for practitioners running their own practice.
- Highly adaptable – the system works well for both solo practitioners and busy clinics, and it's easy to customize to fit the way you work.
- More than just a Notion template – a fully thought-out system built with herbalists in mind.
Main Dashboard
The Main Dashboard gives you a clear, organized overview of your daily workflow, making it easy to access everything you need in one place.
- Upcoming Appointments → View your upcoming client sessions at a glance.
- Priority Tasks → Focus on the most important tasks that require immediate attention.
- Tasks → Includes both the Kanban Board and filtered views for Overdue and Due Soon tasks. This setup helps you stay on track by visually managing task progress and keeping deadlines in check.
- Recipes → Quickly access frequently used formulations or recently created recipes without navigating to the full Recipe Book.
What's Inside?
A structured system designed to simplify every part of your herbal practice.
- Appointments → Schedule and manage client sessions, linked directly to client profiles.
- Clients → Store detailed profiles, including health history, allergies, and recommendations.
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Materia Medica → An information and reference database.
Use it to record detailed herbal profiles (also known as plant monographs) including botanical data, traditional uses, actions, energetics, and safety notes. It includes pre-filled monographs for 100 widely used medicinal and aromatic plants from around the world. - Product Inventory → Helps you track all herbal products you keep in stock for internal use, prescriptions, or retail sale. You can log detailed product information, monitor current stock levels, manage supplier records, and calculate pricing.
- Prescriptions -> Stores all client prescriptions. Each entry is linked to a client and includes ingredients, dosage, delivery method, and related inventory items, making it easy to track every remedy you've recommended.
- Medications -> Helps you track all medications and supplements your client is currently taking or has taken in the past.
- Library → Save and organize books, articles, and research materials with linked notes.
- Recipe Book → Store herbal formulations with ingredients, preparation methods, and dosage guidelines.
- Tasks → Manage client work, experiments, and recipe development with a Kanban board and task filters.
- Toolbox → Keep track of essential tools, equipment, and supplies with condition tracking and storage details.
- Finance Tracker → Record income and expenses, track overdue payments, and view monthly summaries.
All databases are seamlessly connected, ensuring an efficient workflow. Any updates made in one section automatically reflect across related databases, reducing manual work and keeping everything structured.
How to Use Herbalist Hub Pro: Detailed Guide Page
The How to Use Herbalist Hub Pro page is more than just a basic user guide, it’s a full walkthrough of the entire system. Every database and feature is explained in detail, with visuals and practical examples.
We’ve also included a carefully structured workflow section that shows how each part of the system connects from client intake to prescriptions, formulations, follow-ups, and beyond.