The Dashboard is your home base inside Dispensary Tree. It gives you a real-time snapshot of your activity and provides quick access to the most common actions you’ll take as a practitioner.
When you log in, this is the first screen you will see.
Important: Every dispensary can customize Herb Dispenser.
This means:
Your screen may use different colors or branding.
The left-hand navigation may include more, fewer, or different menu items.
Some features shown here may not appear in your account, or you may have access to additional tools not shown in this example.
Regardless of appearance, the core layout and purpose of the Dashboard remain the same.
At the top of the page you’ll see:
Welcome Message – Confirms you are logged in.
Your Profile Summary – Displays:
Your name
Qualification
Practitioner type
Current credit balance
Click View to access your full profile.
This section highlights the latest educational content and system updates from your dispensary.
Shows recent posts and announcements.
Click Read More to open an article.
Click View All to see the full list.
These posts often include ordering tips, workflow guidance, and important updates.
This panel shows orders that are pending payment from patients.
Columns include:
Patient name
Date
Status
Price
Actions
Use this area to:
Identify unpaid orders
Send payment links or follow up
Track which orders are holding up fulfillment
Click View All to see the complete list.
Displays the most recently created formulas.
You can see:
Formula name
Type (e.g., Granule)
Date created
Action icons
This section is ideal for:
Reopening recent formulas
Editing or duplicating past formulas
Quickly reordering common prescriptions
Shows the patients you’ve most recently worked with.
For each patient you can:
Select a product type (e.g., Granule)
Click Go to immediately begin building a new formula
Use the action icons to view or manage patient details
This area is designed for fast workflow during busy clinic days.
Displays all current refill plans.
Columns include:
Patient name
Formula name
Refill status (e.g., 1 / 5)
Expiry date
Actions
From here you can:
Monitor refill progress
Edit or manage refill plans
Ensure patients don’t run out unexpectedly
The left-hand menu provides access to all major features in your account.
Common items may include:
Dashboard
Patient List
Add Patient
Saved Formulas
Build Formulas
Manage Refills
Catalog
Product Search
Shop Products
Order History
Settings
Help
Contact
Logout
Because each dispensary configures Dispensary Tree differently, your menu may look different or include additional options specific to your clinic or organization.
The Dashboard is designed to surface what matters most—patients, formulas, refills, and payments—so you can manage your practice efficiently, even when each dispensary’s setup and branding is unique.