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Admin Configuration

Configure data source connections, authentication, notifications, and manage members. All admin settings are in /admin.

ERP Connections

Connect one or more Standard ERP or Excellent Books instances. Each connection is independent and can target a different company or register.

  • Go to Admin > Connections > ERP Connections
  • Click "Add connection" and enter a display name, API base URL, company code, client ID, and username
  • Multiple connections are supported — useful for organizations running separate ERP instances
  • Each connection can be enabled or disabled independently
  • Members are assigned to ERP connections through their member profile

Azure AD (Outlook & Teams)

Required to enable Outlook calendar sync and Teams meeting creation. Uses an Azure AD (Entra ID) app registration with application-level permissions.

  • Go to Admin > Connections > Azure AD
  • Enter your Azure tenant ID, client ID, and client secret
  • Optionally enter a sender email for outbound notifications via Microsoft 365
Required Azure AD permissionsCalendars.ReadWrite, OnlineMeetings.ReadWrite, and User.Read.All — all as application permissions (not delegated). Grant admin consent in the Azure portal after adding these permissions.

Google Workspace

Enables domain-wide Google Calendar access for all users in a Google Workspace organization. Uses a service account with domain-wide delegation.

  • Go to Admin > Connections > Google Workspace
  • Upload the service account JSON key file
  • Enter the admin email (a Workspace admin account the service account impersonates)
  • Enter the domain (e.g. company.com)
Setup stepsCreate a service account in Google Cloud Console. Enable domain-wide delegation. In Google Workspace Admin, authorize the service account with the Calendar API scope (https://www.googleapis.com/auth/calendar).

Google OAuth (Per-User)

Enables individual users to connect their personal Google accounts via OAuth consent. Required for personal Gmail users or Workspace users connecting additional calendars.

  • Go to Admin > Connections > Google OAuth
  • Enter the OAuth client ID and client secret from Google Cloud Console
  • Create an OAuth 2.0 client of type "Web application" in Google Cloud Console
  • Add the herbe.calendar callback URL as an authorized redirect URI
  • Once configured, users can connect their Google account in Settings > Integrations

Zoom

Enables Zoom meeting creation when booking or creating activities. Uses a Server-to-Server OAuth app — no individual user authorization required.

  • Create a "Server-to-Server OAuth" app in the Zoom App Marketplace
  • Grant the app the meeting:write:admin scope
  • Go to Admin > Connections > Zoom
  • Enter the Zoom account ID, client ID, and client secret

Holidays

Holiday data is used to block booking availability on public holidays and to display holiday indicators in the calendar.

  • Go to Admin > Connections > Holidays
  • Set the default holiday country for the account (ISO country code, e.g. LV, DE)
  • Individual members can have their own holiday country set in Admin > Members
  • Holiday data is fetched from the configured holidays API

SMTP (Email)

SMTP configuration enables outbound email for booking confirmations and cancellation notifications. Without SMTP, bookings still work but no emails are sent.

  • Go to Admin > Connections > SMTP
  • Enter host, port, username, password, sender email, and sender name
  • TLS can be enabled or disabled depending on your mail server
  • Works with any SMTP server — Gmail, SendGrid, Mailgun, self-hosted, etc.

Members

Members are the people who appear in the calendar. They can be synced from connected systems or added manually.

Syncing Members

  • Go to Admin > Members and click "Sync from ERP" or "Sync from Azure"
  • ERP sync imports active employees from connected ERP instances
  • Azure sync imports users from your Azure AD directory
  • Existing members are updated; new members are added

Member Settings

  • Role — admin (full access) or member (calendar access only)
  • Holiday country — overrides the account default for this person
  • ERP link — associates the member with their ERP user account
  • Members can be deactivated to hide them from the calendar without deleting their data

Analytics

The analytics dashboard gives admins an overview of calendar and booking activity across the account.

  • Go to Admin > Analytics
  • View booking volume, share link activity, and active members over time
  • Analytics data is collected automatically — no additional configuration required
  • Only admins have access to the analytics dashboard