Documentation
Guides for using and configuring herbe.calendar.
For users
Calendar, tasks, kanban, booking, mobile app.
- Getting startedWhat herbe.calendar is, how to sign in, and how the calendar shell is laid out on day one.
- Calendar viewNavigating day, week, and month views — activity blocks, person columns, and creating events.
- SearchFind activities, people, and booking pages quickly using the Cmd+K search panel.
- TasksViewing and managing tasks from ERP, Outlook To Do, and Google Tasks in one list.
- KanbanPipeline and board views driven by your ERP activity types — drag cards to move them between stages.
- Calendar sourcesThe six source types herbe.calendar can show, what each one provides, and how to control visibility.
- Booking pagesCreate a public booking link that lets anyone schedule a meeting with you based on your real availability.
- RepeatAutomatically create the next occurrence of a task on a fixed schedule or after you mark it done.
- Favorites and sharingSave your current calendar view as a favorite and optionally share it with a public link.
- SettingsConfigure your event display style, activity group colors, alerts, and integrations.
- Mobile app and widgetsThe herbe.calendar iOS app on TestFlight — pairing, home-screen widgets, and lock-screen widgets.
- Notifications and alertsWhen herbe.calendar notifies you, how to configure which notifications you receive, and where they appear.
For administrators
Installation, integrations, accounts, cron jobs, analytics.
- Overview for administratorsWhat herbe.calendar does, how the source integrations fit together, and the vocabulary you need before configuring anything.
- InstallationEnvironment variables, deploying to Vercel, running database migrations, and getting past the bootstrap login.
- MigrationsWhat database migrations are and how to run them from the admin panel after a deployment.
- Azure AD and Microsoft 365Connect Azure AD for Outlook calendar sync, user listing, and outbound magic-link email.
- Google WorkspaceConnect a Google Workspace domain via service account for calendar sync and user listing.
- SMTP emailConfigure SMTP as an alternative to Azure AD for sending magic-link login emails.
- ERP connectionsLink one or more Standard Books companies to herbe.calendar for activity sync and creation.
- Pipeline / Kanban boardsHow ERP pipeline boards sync to herbe.calendar, how stages map to columns, and how to trigger a re-sync.
- Accounts and multi-tenancyCreate and manage separate tenant accounts for multiple organizations on one deployment.
- Connection configPer-connection configuration fields for ERP, Outlook, Google, and ICS calendar sources.
- MembersAdd, remove, and manage member roles and provisioning from the admin panel.
- Cron jobs and opsWhat runs on a schedule, where it's defined, how to authenticate manual runs, and how to hand the schedule off to an ops team.
- CacheWhat herbe.calendar caches, when to invalidate it, and how to do so from the admin panel.
- API tokensCreate and revoke API tokens used by BI tools and external integrations.
- Notification rulesAdmin-side notification rules, digest frequency, and which events trigger notifications organization-wide.
- Analytics and BIConnect a BI tool, understand the analytics tables, and run useful queries against booking and usage data.
- TroubleshootingCommon problems and fixes — configuration errors, login issues, and sync failures.