Universal Reference Guide
These principles apply to every herb and every formula in this course. This is the foundation — read it once thoroughly and refer back to it throughout your herbal journey. These principles work for all 20 herbs in this course and for any herb you encounter in the future. Expand any section below to read it in full.
The Three Keys to Understanding Any Herb
To confidently use any herb — not just the 20 in this course, but any herb you encounter — you need to know three things. Master these three elements and you can use any herb with confidence.
1. Properties — How It Works
Properties are the ACTIONS an herb has on the body. This is the most important thing to know because properties tell you what the plant will reliably do. Properties are the mechanism — the "how." When you know an herb's properties, you can reason about any situation, even ones you've never encountered before. Properties don't change. They are consistent and dependable.
2. Traditional Uses — What It's Been Used For
Traditional uses show you the application — what people have successfully used this herb for over long periods of time. These are valuable evidence. But properties explain WHY those uses work. Properties are the foundation; traditional uses are the proof. When you understand both, you are no longer just following a recipe — you understand why it works.
3. Proper Preparation — How to Get the Medicine Out
Different herbs require different preparation methods to extract their medicine effectively. Using the wrong method can mean you receive very little medicine at all from an otherwise excellent herb. Using the right method unlocks the full benefit of the plant. Learn the right method for each herb and it will work reliably every time.
The Most Important Principle: Herb Amount Is the Medicine
If you need 2 grams of peppermint medicinally, it doesn't matter much whether you make it into a large cup of tea or a small concentrated cup. The 2 grams of herb delivers roughly the same medicine either way. The ratio of herb to water just determines how much liquid you drink — not how much medicine you get.
A strong preparation — more herb per volume of water — means a small amount of liquid carries a full therapeutic dose. A weak preparation — less herb per volume of water — means you need to drink more liquid to receive the same amount of medicine from the same herb. The herb doesn't change. The medicine doesn't change. Only the concentration changes.
This is why the same formula can be made at different strengths depending on the situation. Someone with an acute condition who needs fast results might make a concentrated preparation and take small doses frequently. Someone taking an herb daily for long-term support might make a lighter preparation and enjoy a full cup. Same herbs, same ratios — different water volumes.
What DOES matter: How much herb you use (the dose) · How well the preparation method extracts it (efficiency) · What form you take it in (capsules are much less efficient than tea or tincture)
Extraction Efficiency — Tincture vs. Tea vs. Capsules
Tincture (Alcohol Extract) — 80–95% efficiency
Alcohol extracts both water-soluble and fat-soluble compounds. It extracts volatile oils very well, and gets resins and other compounds that water cannot reach. This makes tincture the most efficient extraction method overall. Standard ratio: 1 part dried herb to 5 parts alcohol by weight. Shelf life: 5–7 years. Convenient for daily long-term use — no preparation needed.
Tea (Water Extract) — 70–85% efficiency
Water extracts most water-soluble compounds excellently. It gets many volatile oils when prepared correctly with a lid. It misses some fat-soluble compounds and resins that only alcohol can reach. Tea gets roughly 10–20% less than tincture from the same amount of herb. However — there are situations where warm tea is therapeutically superior to tincture, because the warmth itself is medicine. For fevers, for soothing an irritated throat, for promoting sweating — warm tea can outperform tincture even with slightly lower extraction.
Capsules (Raw Powder) — approximately 33% efficiency
No extraction has happened before you take capsules — your digestive system must do ALL the work. Volatile oils often pass through without being absorbed. Many compounds are not broken down effectively. Most of the herb passes through unused. You need approximately 3 times as much herb in capsules as in tincture to get similar medicine. However — capsules win for long-term daily use because people actually take them consistently. The best medicine is the medicine you will reliably take.
When to Use Tea vs. Tincture vs. Capsules
Use TEA when: Treating acute conditions like fevers, nausea, or digestive upset — when you want results now · Warmth is therapeutically beneficial (fevers, soothing the throat, promoting sweating) · You have time to prepare it · You want to avoid alcohol · You have fresh dried herbs available
Use TINCTURE when: You need convenience — instant, no preparation time · Traveling or away from home · You want maximum extraction efficiency · You are building long-term storage — tinctures last 5–7 years · You don't have dried herbs on hand · You're working with an herb that extracts much better in alcohol than water
Use CAPSULES when: Taking herbs daily for months — capsules win for compliance because people actually take them · Chronic conditions requiring long-term consistent use · Convenience matters more than efficiency · The herb tastes unpleasant and you cannot tolerate it in tea or tincture
Tea Preparation — Infusion (Leaves & Flowers)
Use for: Any plant part you can easily crush between your fingers — leaves, flowers, stems. From this course: Peppermint, Catnip, Comfrey Leaf, Sage, Red Clover, Lavender, Horehound.
Standard measurement: 2g dried herb per 240ml (1 cup) water. This is a basic preparation strength. Each formula gives you the specific amounts needed.
- Measure your herb and place in a pot with a tight-fitting lid
- Add cold water and cover immediately
- Place on stove over medium-low heat
- Heat gently until the water just begins to simmer — tiny bubbles forming at the bottom of the pot
- Turn off heat immediately — do not let it boil
- Keep covered and steep undisturbed for 15–20 minutes — do not lift the lid
- Strain through fine mesh into your cup
- Keep covered while drinking
Tea Preparation — Decoction (Roots, Seeds & Barks)
Use for: Roots, barks, seeds, berries — hard, woody plant parts that need sustained heat to break down their tough cell walls. From this course: Fennel seed, Burdock root, Comfrey root, Goldenseal root, Marshmallow root, Slippery Elm bark, Juniper berry.
Standard measurement: 2g dried herb per 240ml (1 cup) water.
- Measure your herb and place in a pot with a tight-fitting lid
- Add cold water and cover
- Place on stove over medium heat
- Bring to a gentle simmer — small, steady bubbles. Not a full rolling boil
- Continue simmering gently with the lid on for 15–20 minutes
- Remove from heat
- Strain through fine mesh
- Keep covered while drinking
Special note on Fennel seed: Always crack the seeds lightly before simmering. Use the back of a spoon, a mortar and pestle, or a brief pulse in a blender. You are cracking them open to release the oil tubes inside — not grinding to powder. This significantly improves extraction. Store seeds whole and crack only when ready to use.
Tea Preparation — Combination (Formulas with Both Types)
Use when: Your formula contains BOTH tender parts (leaves/flowers) AND hard parts (roots/seeds/barks). This is the most common situation in formula work. You cannot simmer everything together — the tender herbs would be destroyed. You cannot steep everything together — the hard parts would barely extract. Each plant part gets the preparation it requires.
This requires two vessels running at the same time. It is easier than it sounds once you have done it once.
Phase 1 — Both Vessels Simultaneously (15–20 minutes)
Divide your total water: approximately ¾ goes with the hard parts for simmering, approximately ¼ goes with the tender parts for soaking.
- Simmer vessel — hard parts (roots/seeds/barks): Place in a pot with their portion of cold water. Cover with tight lid. Bring to a gentle simmer. Keep simmering covered for 15–20 minutes.
- Soak vessel — tender parts (leaves/flowers) — at the exact same time: Place in a separate heat-safe container. Add just enough cold water to cover well. Let soak at room temperature for the same 15–20 minutes. No heat. Just soaking.
Phase 2 — Combine and Steep (15–20 minutes)
- After 15–20 minutes, add the soaked tender herbs AND all of their soaking water into the pot with the simmered hard parts
- Check the temperature — the combined mixture should be hot. If it has cooled, bring it gently back to a simmer, then turn off heat immediately
- Cover tightly and steep the combined mixture for 15–20 minutes
- Strain through fine mesh and keep covered while drinking
Poultice — External Application
A poultice applies herbal medicine directly to the skin at the site of the problem. This is used for conditions requiring direct external application — wounds, bruises, sprains, skin inflammation, infections, boils, abscesses, and drawing conditions.
- Prepare the herb mixture: Use powdered herb OR fresh crushed herb — 1 part herb to 1 part Slippery Elm powder as binder. Mix together thoroughly.
- Add water gradually: Add small amounts of water and mix until you reach the consistency of clay — it should hold its shape but not be runny. If too thick, add a little more water to thin.
- Apply to the affected area: Spread the poultice about ¼ to ½ inch thick over the area. Cover with a clean cloth.
- Optional — keep warm: Cover with a warm damp cloth to maintain warmth. Replace the cloth as it cools. Warmth increases circulation and drives the herbs deeper into the tissue.
- Duration: Leave on 1–4 hours depending on the condition. Change and reapply 2–4 times daily for acute conditions.
Drawing poultices: Some herbs like Comfrey and Marshmallow are specifically used to "draw" infection or bring boils to a head. These may be left on longer as appropriate for the condition. The warmth helps draw the infection to the surface.
Suppository — Internal Application
A suppository applies herbal medicine directly to the rectal area for conditions requiring it. Slippery Elm is the primary herb used because it is soothing, anti-inflammatory, and helps the suppository hold its shape while providing its own medicinal benefit.
- Mix ingredients: 1 tablespoon Slippery Elm powder + 1 teaspoon water. Add any additional powdered medicinal herb if called for. Mix to the consistency of firm clay.
- Form the suppositories: Roll the mixture into pencil-length pieces approximately the width of your little finger. Cut into 3 pieces — each about 1.5–2 inches long.
- Allow to firm slightly: Let sit 5–10 minutes so they hold their shape.
- Insert: Insert each piece as far as comfortably possible. Can insert all 3 pieces at once or separately. Best done before bedtime.
1–3 times daily as needed. For hemorrhoids: daily until relief. For constipation: as needed.
Optional Enhancement — Cayenne
A small pinch of Cayenne pepper (1/8 teaspoon or less) can be added to almost any tea formula after straining. Add it to your individual cup, not to the whole batch.
Cayenne is a powerful circulatory stimulant. It speeds circulation and helps the body receive and use the other herbs faster. This is what a stimulant does in a formula — it presses the accelerator.
Critical understanding: Adding Cayenne does NOT change where a formula goes in the body or what it targets. The other herbs in the formula determine the target. Cayenne simply accelerates delivery. The destination is the same — you get there faster. Think of it as speeding up the journey, not changing the destination.
Some formulas specifically call for Cayenne as part of the formula. In those cases it is not optional — it is intentional. When a formula does not list it, adding a pinch is always an option if you want faster action.
How to Make Tinctures
Tinctures are concentrated liquid extracts made by soaking herbs in alcohol for 30 days. They are the most efficient extraction method and last 5–7 years — making them ideal for building a long-term herbal supply.
Why make tinctures: Long-term storage (5–7 years vs 1–2 years for dried herbs) · Most efficient extraction (80–95%) · Instant use — no preparation time · Portable and convenient · Consistent strength every time
Standard ratio: 1:5 (1 part dried herb to 5 parts alcohol by weight)
Alcohol: 40–60% — standard 80-proof vodka works for most herbs
- Weigh your dried herb — for example, 20 grams
- Calculate alcohol needed: multiply herb weight by 5 (20g × 5 = 100ml alcohol)
- Place herb in a clean glass jar
- Pour alcohol over the herbs until all are covered
- Label clearly: herb name, date started, date to strain (30 days later), ratio (1:5), alcohol percentage
- Seal tightly
- Shake daily for 30 days
- After 30 days: strain through cheesecloth or coffee filter, squeezing the spent herb to get all the liquid out
- Bottle in amber glass, label with strain date, store in a cool dark place
How to use tinctures: Take straight — place dose under tongue or swallow with water for fastest absorption · Or dilute in hot water to make instant tea (more pleasant, good for children). For children, adding tincture to hot water and letting it sit 5–10 minutes allows some alcohol to evaporate.
How to Make Your Own Capsules
If you prefer capsules for long-term daily use — which often wins for compliance on chronic conditions — you can make your own. Remember that capsules require approximately 3 times more herb than tincture to deliver equivalent medicine, because your digestive system must do all the extraction work.
What you need: Empty capsules — size "00" holds approximately 0.7g · Very finely powdered dried herb · A small shallow bowl · Optional: capsule filling tray
- Place finely powdered herb in a shallow bowl
- Separate the capsule halves
- Take the larger half (the body) and hold it upright
- Tap it repeatedly down into the powder — pack firmly
- Use a finger or pen to pack the powder down tighter
- Keep tapping and packing until the capsule body is firmly and fully filled
- Place the smaller cap on top and press closed
- Wipe clean
Storage: Airtight jar · Label with herb name and date · Keep dry — moisture softens gelatin capsules · Use within 6–12 months — powder goes stale faster than whole dried herb
Storage and Freshness
Freshness matters more than preparation method. You can prepare a formula perfectly with precisely the right method and the right ratios — and still get disappointing results if your herbs are old. Always check freshness before you begin.
The Smell Test — your most important quality check: Open your jar and smell immediately. You should be hit with a strong, characteristic aroma. For peppermint — intensely minty. For fennel — strong anise/licorice. For catnip — distinct and aromatic. If you have to sniff hard to detect anything, the volatile oils are gone and the medicine is largely gone with them. Replace the herb.
Visual check: Color should still be vibrant — not brown, faded, or dusty looking. No signs of moisture, mold, or clumping.
Taste test: A small piece should taste characteristic and strong. If it tastes like bland dried grass, replace it.
Storage for dried herbs: Airtight glass jars · Away from light, heat, and moisture · A cool dark cupboard is ideal · Shelf life: 1–2 years maximum even if they pass the smell test — replace regularly
Seeds (Fennel and others): Store whole — always. Crack only when ready to use. Pre-cracked or pre-ground seeds lose their volatile oils rapidly. A whole seed is a sealed container that protects the medicine inside.
Prepared tea: Best consumed the same day. Refrigerate covered for up to 48 hours maximum. Reheat gently — never boil aromatic herb teas when reheating.
Tinctures: Amber glass bottles in a cool dark place. Shelf life: 5–7 years or longer.
Capsules: Airtight container, keep very dry. Use within 6–12 months — powder goes stale faster than whole herb.
Safety and Special Populations
Quality matters: Source herbs from reputable suppliers who test their products. Freshness is crucial. Know what you are buying.
Start small: Begin with smaller doses to observe your response. Increase gradually if needed. Children need proportionally smaller doses.
Infants (under 2 years): Use only gentle herbs with a well-established safety history — Catnip and Fennel are classic infant herbs with centuries of safe use. Doses are very small — often just a dropperful of tea as needed. Use only under professional guidance for anything beyond simple colic or digestive support.
Children (2–12 years): Generally ¼ to ½ adult dose depending on age and size. Most herbs in this course are appropriate for children when dosed correctly. Each herb sheet notes any specific child considerations.
Pregnancy: Many herbs are safe in food and gentle tea amounts. Some herbs should be avoided, particularly in large therapeutic doses. Always check the individual herb sheet. When in doubt, consult a qualified practitioner. The safety notes on each herb sheet specifically address pregnancy.
Medications: Herbs can interact with medications, particularly with long-term high-dose use. Inform your healthcare provider of any herbs you are taking regularly. Most significant interactions occur with daily use over extended periods, not from occasional use.
Course Structure — What You Are Building
Phase 1 — Learn Individual Herbs (20 classes)
One herb per class. One hour per herb. You build your home apothecary one herb at a time. Each class is designed to stand alone — you don't need to have attended every previous class to benefit from any given herb class. This guide fills in anything you may have missed.
Phase 2 — Formula Classes (after every few herbs)
Learn to combine what you've learned. Understand the principles of formula construction — why herbs are combined, how ratios change a formula's emphasis, what a stimulant does, and how to read any formula you encounter. This resource grows with each formula class.
Phase 3 — Complete Formula Collection (after all 20 herbs)
100+ proven formulas using your 20 herbs. Learn formula construction principles fully. Understand how to read and evaluate any herbal formula independently.
Phase 4 — Continued Learning
Apply the three-key framework to new herbs. Read and evaluate formulas independently. Adapt to your family's specific needs.
Key Principles — Quick Reference Summary
✓ Medicine comes from the HERB AMOUNT — not the liquid volume. Think in herb amounts.
✓ Three keys to any herb: Properties · Traditional Uses · Proper Preparation
✓ Extraction efficiency: Tincture 80–95% › Tea 70–85% › Capsules ~33%
✓ Hard plant parts simmer (roots, seeds, barks) — tender parts steep (leaves, flowers)
✓ Formulas with both types require both processes — never simmer the leaves with the roots
✓ Freshness matters MORE than preparation method — use the smell test every time
✓ Store seeds whole — crack only when ready to use
✓ Different herbs extract differently — each herb sheet notes the specific rates
✓ The best medicine is the medicine you will actually take consistently
✓ Warmth can be therapeutic — hot tea isn't just about the herb, it's about the delivery
✓ Herbs work better together — but ratios matter; the ratio IS the formula
✓ Properties tell you what an herb will RELIABLY do — this is your foundation
✓ Cayenne accelerates delivery — it does not change the target, only the speed
✓ These formulas nourish body systems — the body heals itself when given what it needs
Properties Glossary
Alterative — Gradually alters and corrects impure conditions in the body; blood cleanser
Anodyne — Relieves pain
Anthelmintic — Destroys parasitic intestinal worms
Antibilious — Relieves biliousness by acting on bile
Antiemetic — Stops vomiting and nausea
Antiperiodic — Arrests morbid periodical movements
Antirheumatic — Relieves rheumatism
Antiseptic — Stops or opposes putrefaction; prevents infection
Antispasmodic — Relieves or prevents spasm and cramping
Aperient — Gentle laxative
Aphrodisiac — Enhances sexual desire and function
Aromatic — Stimulating; spicy; contains volatile oils; stimulates digestion and circulation
Astringent — Induces greater density and firmness to tissues; tightens; reduces secretions
Carminative — Expels gas from the bowel; relieves bloating and griping
Cathartic — Stimulates the alimentary tract; strong laxative
Cholagogue — Increases flow of bile from the gallbladder
Demulcent — Soothes inflammation in skin and mucous membranes; coats and protects
Depurative — Blood purifier; cleanses the blood
Detergent — Cleansing to wounds, boils, ulcers, and infected tissue
Diaphoretic — Produces sweating by increasing blood flow to the skin; also influences the nervous system; supports fever response
Diffusant — Spreads the action of other herbs throughout the body; increases distribution
Discutient — Dissolves and helps remove tumors and growths
Diuretic — Increases the secretion and flow of urine
Emetic — Produces vomiting
Emmenagogue — Promotes and increases menstrual flow
Emollient — Softens and soothes inflamed tissues externally
Expectorant — Promotes the expulsion of mucus and morbid matter from the lungs and bronchi
Febrifuge — Reduces and relieves fevers
Galactagogue — Promotes and increases milk production in nursing mothers
Hepatic — Supports and strengthens the liver and its functions
Laxative — Promotes bowel movement gently
Maturatant — Brings boils, tumors, and ulcers to a head; drawing action
Nervine — Relieves pain and tension by influencing the nervous and circulatory systems; calms without sedating or narcotizing
Nutritive — Nourishing; provides nutrients to build and restore tissues
Ophthalmicum — For diseases and conditions of the eye
Parturient — Induces and promotes labor at childbirth
Pectoral — Relieves and supports chest and lung afflictions
Refrigerant — Cooling; reduces heat in the body
Relaxing — Promotes relaxation of tension in muscles and nervous system
Resolvent — Dissolves and helps remove tumors and abnormal growths
Rubifacient — Increases local circulation and produces reddening of the skin
Sedative — Tonic to nerves; quieting and calming; reduces nervous excitement
Sialagogue — Increases the secretion of saliva
Stimulant — Increases activity and function in body systems; promotes and speeds circulation; drives other herbs in a formula
Stomachic — Strengthens and gives tone to the stomach; improves digestive function
Styptic — Arrests bleeding and hemorrhage; stops blood flow
Sudorific — Produces profuse perspiration
Tonic — Restores tone and strength to body systems; primarily works through consistent use over time rather than acute action
Vermifuge — Expels worms and intestinal parasites
Vulnerary — Promotes wound healing and tissue repair