Getting Started With Compliance - Record Keeping- PDF
Getting Started With Compliance - Record Keeping- PDF

Getting Started With Compliance - Record Keeping- PDF

 

• Learn how to set up simple, compliant record-keeping systems without overwhelm


• Understand batch numbers, lot tracking, and master recipes in plain language


• Build confidence creating repeatable, organized processes in your apothecary


Printable, reusable PDF forms – practical guidance designed for clarity, compliance, and real-world use

Digital Copy, Sent To Your Inbox.
Price
$14.99
Written by a Real Herbalist | Built from 10+ Years of Apothecary Experience | Printable & Reusable PDF Forms | Instant Download | Structured for Clean, Organized Record-Keeping

At a Glance:

This printable guide walks you through the exact record-keeping methods I used in my apothecary for over a decade—straightforward, practical, and built for real-life herbal businesses.

You’ll learn how to confidently create master recipes, batch records, and lot tracking systems without complicated language or unnecessary overwhelm. No fancy software required. Just clean, organized systems that make sense.

These are the same habits and structures I refined while producing hundreds upon hundreds of batches over the years. Inside, I’m sharing the simple structure that keeps everything clear, repeatable, and compliant. Whether you’re just starting out or finally ready to get organized, this guide will help you feel capable, steady, and in control.

Both. Whether you’re just getting started or you’ve been making creations for years, this printable guide was designed to meet you where you are. The instructions are clear and down-to-earth—no fluff, no gatekeeping.

If you’re brand new, you’ll feel encouraged and capable of setting up your first master recipe or batch record. And if you’ve been around the block a few times, you’ll still find small refinements that make your systems cleaner, more repeatable, and easier to manage.

This isn’t about making things complicated. It’s about building solid habits that protect your work and help you grow with confidence.

Not even a little. This printable guide is built around simplicity and clarity. You don’t need special programs, expensive software, or a complicated tech setup—just a printer and a willingness to build good habits.

And if you don’t want to print it (or don’t have a printer), you can easily use the forms inside Google Docs, which is completely free. The system is flexible and designed to work for real life.

Everything inside is structured to be practical and realistic. These are the same straightforward record-keeping systems I used in my apothecary for over a decade. The goal is to make compliance feel doable, not intimidating.

Most compliance resources are either overly technical, written in dense regulatory language, or so vague they don’t actually help you implement anything. This isn’t that. Instead of overwhelming you with legal jargon or abstract rules, I walk you through the exact structure I used in my apothecary for over a decade. You’re not just handed blank forms and told “good luck.” You’re shown how and why they work, and how to make them part of your real workflow. This is very much a “teach a person to fish” approach. Once you understand how batch numbers, lot tracking, and master recipes connect, you won’t feel dependent on anyone to interpret compliance for you. And don’t worry — this isn’t one of those guides that takes ten pages to say something simple. I write in plain language, real talk, and straight to the point. You don’t need a regulatory background to understand it. Just a willingness to build solid habits and protect your work.

Herbalism doesn’t have to be hard — and thousands of women trust April to show them just how simple it can be.

What Women Are Saying

Words from women who use and love our creations.
Donna BronsonVerified Customer

I’ve been making salves and tinctures for 20+ years and always just wrote things down in notebooks. It worked… until it didn’t. This guide helped me clean everything up without making me feel behind. I like that it’s printable and simple. I don’t use fancy software and don’t plan to. I set mine up in Google Docs like she suggested and it was easy. It just feels more grown up and professional now.

Brandy FreemanVerified Customer

I have put off getting my record keeping in order for years because I thought it would be overwhelming and honestly a little scary. This guide made it feel calm and manageable. The way it’s broken down just makes sense. I finally understand batch numbers and lot tracking without feeling like I need a law degree. I printed everything and set up my first master recipe this week. I feel so much more confident knowing I’m doing things the right way.

Sarah LenskieVerified Customer

Okay. This is what I wish someone handed me when I started selling. No overcomplicated language. No pretending this is harder than it needs to be. Just clear forms and an actual explanation of how they connect. I’ve bought ‘compliance templates’ before that were basically blank pages with no guidance. This is different. You can tell it came from real production experience. If you make products and you’re not keeping proper records yet, get this.

Common Question, Honest Answers.

No. This printable guide focuses entirely on record-keeping and compliance systems — not herbal recipes or formulation instruction. Its purpose is to help you document what you create in a clean, organized, and repeatable way. Whether you’re making salves, tinctures, teas, or capsules, these forms are designed to track your process properly — not teach you how to formulate. Think of this as the structure behind your creations. It protects your work, rather than directing it.

These books come straight from the hands and heart of April Graham — a cultural herbalist who’s spent decades living what she teaches. If you’ve seen her videos or read her posts, you already know the tone: clear, practical, and deeply rooted in real-life experience. Her goal with every page is to make herbal knowledge truly accessible — no filler, no gatekeeping, just the kind of wisdom anyone can use.

No. This is a printable PDF that is delivered directly to your inbox after purchase.

Because these forms are designed to be filled out again and again as you create new batches, it simply makes more sense for you to print as many copies as you need. That way you’re never waiting on shipping or having to reorder pre-printed sheets.

You’ll receive the file immediately and can print it at home, at a local print shop, or use it digitally in a free program like Google Docs if you prefer.

This format gives you flexibility and keeps your record-keeping practical.

Wonderful — that means you’re ahead of the game. This printable guide isn’t about telling you you’re doing it wrong. It’s about helping you see where small improvements can make a big difference. Many herbalists write things down, but don’t always realize what pieces regulators actually expect to see — things like lot tracking, order numbers, or how batches connect to each other. If you’re starting from scratch, this gives you a clear structure to begin correctly. If you already keep records, it helps you refine and strengthen what you’re doing so nothing important gets missed. Either way, the goal is simple: clean, organized documentation that protects your work and gives you peace of mind.