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Frequently Asked Questions​

GETTING STARTED

What is Dispensary Tree?

Dispensary Tree is a comprehensive herbal dispensary management platform designed for practitioners, clinics, enterprise dispensaries, and educational institutions. It streamlines custom formula creation, inventory management, order processing, labeling, and compliance—all in one integrated system.

Who is Dispensary Tree for?

Dispensary Tree is perfect for:

  • Solo herbal practitioners and naturopaths
  • Multi-disciplinary clinics
  • Acupuncturists and TCM practitioners
  • Enterprise dispensaries that drop-ship for other practitioners
  • Herbal medicine schools with student dispensaries
  • Chiropractors and functional medicine doctors
  • Anyone who creates custom herbal formulations or sells herbal products

Do I need technical skills to use Dispensary Tree?

No! Dispensary Tree is designed with a user-friendly interface that requires no technical expertise. If you can use email and browse the web, you can use Dispensary Tree. Plus, we offer same-day support to answer any questions.

How long does it take to set up?

Most practitioners are up and running within 1-2 days. You’ll need to import or add your ingredient inventory, set up your products, and customize your labels. We provide setup guides and support to make the process smooth.

Is there a free trial?

Please visit our website or contact us directly for current trial and pricing information. We’re happy to provide a demo to show you how Dispensary Tree can transform your practice.


FEATURES & FUNCTIONALITY

Can I create custom herbal formulas?

Yes! The formula builder is the heart of Dispensary Tree. Create unlimited custom formulations, save them as reusable templates, track patient formula history, and access automatic dosage and cost calculations.

Does it track inventory automatically?

Absolutely. Dispensary Tree provides real-time inventory tracking with automated low-stock alerts, reorder notifications, and complete visibility into your ingredient and product levels across all locations.

Can I track batch and lot numbers?

Yes. Complete batch/lot tracking is built-in across all ingredients, formulas, and finished products. This ensures full traceability for quality control, safety, and regulatory compliance.

Does it generate compliant labels?

Yes! Create custom labels that meet USDA and FDA compliance requirements. Design multiple label templates, support multiple languages, and automatically populate ingredient lists, dosage instructions, warnings, and batch numbers.

Can patients order online?

Yes. Dispensary Tree includes HIPAA-secure online ordering so patients can place orders 24/7. You’ll receive notifications and can fulfill orders on your schedule.

Does it work for multiple practitioners?

Yes! You can create unlimited practitioner accounts. Each practitioner can have their own login, manage their patients, create formulas, and track their orders—all within one centralized system.

Can I use it for multiple locations?

Yes. Dispensary Tree supports multi-location inventory management, allowing you to track stock across different physical locations and transfer inventory as needed.


COMPLIANCE & SECURITY

Is Dispensary Tree HIPAA compliant?

Yes. Dispensary Tree includes HIPAA-compliant features for secure patient data storage, encrypted communications, and online ordering to protect patient privacy and health information.

Does it help with regulatory compliance?

Yes. Built-in compliance features include USDA/FDA compliant labeling, complete batch traceability, audit trails, and documentation tools to help you meet regulatory requirements and reduce liability.

Is my data secure?

Absolutely. Your data is encrypted, securely stored, and backed up automatically. We take data security seriously and implement industry-standard security measures to protect your information.

Can I export my data?

Yes. You can export your data at any time in various formats (CSV, Excel) for backup, analysis, or migration purposes. Your data belongs to you.

SCHOOL-SPECIFIC QUESTIONS

Does it work for herbal medicine schools?

Yes! Dispensary Tree has specific features for educational institutions including student accounts, supervisor oversight, formula approval workflows, and teaching tools to help students learn proper dispensary management.

How does the approval workflow work?

Students create formulas and submit them for review. Supervisors receive notifications, can review the formula, provide feedback, and approve or reject it before it’s dispensed. This creates teaching moments while ensuring patient safety.

Can we track student progress?

Yes. Track student formula creation, supervisor feedback, competency development, and clinical hours within the system.

ENTERPRISE DISPENSARY QUESTIONS

Can I use this for drop-shipping to other practitioners?

Yes! Enterprise dispensaries can register unlimited practitioner accounts, accept orders 24/7 through an automated system, and manage fulfillment for hundreds or thousands of practitioners.

Can practitioners have their own branding?

Yes. White-label options allow practitioners to have custom branding on their labels and materials while you handle the fulfillment.

How do I track commissions and payments?

Dispensary Tree includes payment tracking, practitioner commission calculations, and financial reporting to manage revenue sharing and practitioner payments.

PRICING & PLANS

How much does Dispensary Tree cost?

Pricing varies based on your needs (solo practitioner, clinic, enterprise, or school). Please contact us or visit our website for current pricing information and to find the plan that’s right for you.

Are there setup fees?

Please contact us for detailed pricing information including any setup or onboarding fees.

Can I upgrade or downgrade my plan?

Yes. As your practice grows or your needs change, you can adjust your plan accordingly.

Is there a long-term contract required?

Please contact us for information about subscription terms and commitment requirements.

SUPPORT & TRAINING

What kind of support do you offer?

We provide same-day support via email, with most questions answered within the hour. We also offer phone support, a comprehensive knowledge base, video tutorials, and documentation.

Do you provide training?

Yes. We offer onboarding assistance, video tutorials, documentation, and personalized support to help you get the most out of Dispensary Tree.

Can I request new features?

Absolutely! We actively listen to user feedback and continuously improve the software based on practitioner needs. Many of our best features came from user suggestions.

What if I have a problem or find a bug?

Contact our support team immediately. We take issues seriously and work quickly to resolve problems and fix bugs.


TECHNICAL QUESTIONS

Is it cloud-based or installed software?

Dispensary Tree is cloud-based, meaning you access it through your web browser. No installation required, and you can access it from anywhere with an internet connection.

What devices can I use?

Dispensary Tree works on desktop computers, laptops, tablets, and mobile devices. The interface is mobile-responsive for on-the-go access.

Does it integrate with other software?

Yes. Dispensary Tree offers integrations with accounting software, payment processors, shipping carriers, and other third-party systems. API access is available for custom integrations.

What if my internet goes down?

Since Dispensary Tree is cloud-based, you need an internet connection to access it. However, your data is always safe and backed up in the cloud, so you won’t lose anything when your connection is restored.

Can I print labels offline?

You need internet access to generate labels, but once generated, you can print them using any standard printer.

MIGRATION & DATA

Can I import my existing data?

Yes! Dispensary Tree supports data import from CSV and Excel files. You can bulk import ingredients, products, patients, and other data to get started quickly.

What if I’m currently using spreadsheets?

Perfect! We can help you migrate from spreadsheets to Dispensary Tree. Our import tools make it easy to bring your existing data into the system.

What if I’m switching from another system?

We can assist with data migration from other dispensary management systems. Contact us to discuss your specific situation.

What happens to my data if I cancel?

You can export all your data before canceling. Your data belongs to you, and we’ll ensure you have complete access to export everything you need.

SPECIFIC USE CASES

Can I sell over-the-counter products in addition to custom formulas?

Yes! Dispensary Tree manages both custom formulations and retail products. Track inventory, process orders, and generate labels for all your offerings.

Does it work for TCM (Traditional Chinese Medicine)?

Absolutely. Many acupuncturists and TCM practitioners use Dispensary Tree. You can store both Latin and common names, create classical formula templates, and customize for TCM-specific needs.

Can I create tinctures, teas, capsules, and other preparations?

Yes. Dispensary Tree supports all types of herbal preparations. Customize your formula builder and labels for whatever preparation methods you use.

Can I track patient outcomes?

Yes. Add notes to patient records and formulas to document outcomes, track progress, and refine your treatments based on documented results.


BUSINESS QUESTIONS

Will this actually save me time?

Yes! Most practitioners report cutting formula creation time by 70% and reducing administrative work by 20+ hours per week. Automation eliminates repetitive manual tasks.

Will it help me make more money?

Yes. By reducing labor costs, minimizing waste, optimizing inventory, and enabling 24/7 online ordering, Dispensary Tree helps increase profitability. Cost tracking tools also help you identify your most profitable offerings.

Can it help me grow my practice?

Absolutely. The professional appearance, efficient operations, and scalable systems allow you to serve more patients, add practitioners, expand locations, or transition to drop-ship fulfillment without proportional increases in complexity.

What’s the ROI (Return on Investment)?

Most practitioners recoup their investment within the first month through time savings, reduced waste, and increased efficiency. The ability to serve more patients and operate 24/7 creates additional revenue opportunities.

SUPPORT & TRAINING

What kind of support do you offer?

We provide same-day support via email, with most questions answered within the hour. We also offer phone support, a comprehensive knowledge base, video tutorials, and documentation.

Do you provide training?

Yes. We offer onboarding assistance, video tutorials, documentation, and personalized support to help you get the most out of Dispensary Tree.

Can I request new features?

Absolutely! We actively listen to user feedback and continuously improve the software based on practitioner needs. Many of our best features came from user suggestions.

What if I have a problem or find a bug?

Contact our support team immediately. We take issues seriously and work quickly to resolve problems and fix bugs.

STILL HAVE QUESTIONS?

We’re here to help! Contact our support team for personalized answers to your specific questions.

📧 Email Support: support@dispensary-tree.com
📚 Knowledge Base: https://help.dispensary-tree.com
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