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Intake & Assessments

Open a form to work through it yourself, or copy the link to send straight to a client.

Client Intake

One general herbal consultation intake for any client. Gathers the whole picture, from presenting concerns and history through to a full body-systems review, and feeds straight into formula selection.

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Consultation Notes

Your private working record. Loads a client's intake, keeps their answers in view while you write, and attaches your notes back for the formula tool. Practitioner only, never shared with clients.

Bo-tanics Herbal Intake & Formula Selection

Matches the intake to your Herbs of Grace formulas. Paste a client's intake, review the body-systems review already ticked for you, and generate a programme.

Deep Reading

Full client energy intake connected to the two-pass AI reading, herbal core first, energetic layers second.

Energy Intake (Client)

Client-facing energy intake form.

Guessed from the filename, let me know if this needs a better description.

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Chakra Assessment

Client self-assessment across the chakras.

Guessed from the filename, let me know if this needs a better description.

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Five Element Assessment

TCM Five Element questionnaire for identifying elemental patterns.

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Ayurvedic Constitution Assessment

Dosha-based constitution questionnaire.

Open

Flower Essence Chooser

Bach flower essence finder, matches clients to essences based on their answers.

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7Layers Assessment (Client)

Client-facing 7Layers reading, walks them through the layer questions.

Guessed from the filename, let me know if this needs a better description.

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7Layers Assessment (Practitioner)

Practitioner-side view of the 7Layers assessment.

Guessed from the filename, let me know if this needs a better description.

Hydration Tracker

Seven-day water tracker, clients tap each glass as they drink and it saves to their device.

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7Layers

Client guides and session summaries for each of the seven layers. Two guides per layer — links to be added.

Layer 1 – Herbal Medicine

Client Guide
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Session Summary
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Layer 2 – Flower Essences

Client Guide
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Session Summary
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Layer 3 – Aromatherapy

Client Guide
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Session Summary
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Layer 4 – Crystals Earth

Client Guide
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Session Summary
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Layer 5 – Vibrational

Client Guide
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Session Summary
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Layer 6 – Reiki

Client Guide
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Session Summary
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Layer 7 – Moon

Client Guide
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Session Summary
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