Getting Started

An introduction to herbe.calendar and how to get up and running.

What is herbe.calendar?

herbe.calendar is a unified, multi-source calendar for teams. It pulls activities and events from Standard ERP, Excellent Books, Microsoft Outlook, Google Calendar, and ICS feeds into a single view — so you can see your entire team's schedule without switching between apps.

  • View multiple people side-by-side in day, 3-day, 5-day, 7-day, or month views
  • Create and edit events across connected calendar systems
  • Share calendar views with external parties via secure links
  • Let clients book time slots based on your real availability

Signing In

herbe.calendar supports sign-in via Microsoft (Azure AD / Entra ID) and Google (Workspace or personal). Your administrator controls which methods are enabled.

  • Go to /login and choose your sign-in method
  • Microsoft SSO — logs in with your work Microsoft account
  • Google SSO — logs in with your Google Workspace or personal account
  • Email magic link — enter your company email and click the link sent to your inbox

Your account must exist in the system before you can sign in. Contact your administrator if you cannot log in.

First-Time Setup

Before the calendar is useful, an administrator needs to complete initial configuration.

1. Connect data sources

In Admin > Connections, add ERP connections, Azure AD credentials for Outlook, and/or Google Workspace service account details. See the Integrations and Admin Configuration guides.

2. Add members

In Admin > Members, sync users from your ERP or Azure AD, or add them manually. Assign roles (admin or member) and optionally set a holiday country per person.

3. Open the calendar

Navigate to /cal. Select people to view and start working.

Navigating the Calendar

Views

  • Day view — one column per selected person for the current day
  • 3-day view — three days across for each person
  • 5-day view — a work-week view
  • 7-day view — full week including weekends
  • Month view — full month grid with event pills and multi-day spanning. On desktop, a split view shows the selected day's agenda alongside the month. On mobile portrait, tap a day to drill into day view
  • Tasks view — full-screen unified tasks panel across ERP, Microsoft To Do, and Google Tasks. Available from the rightmost button in the view selector

Month Navigator

  • A small month calendar appears in the sidebar for quick date jumping
  • Click any date to jump directly to that day in the main view
  • Use the arrow buttons to step forward and back by day or week

Calendar Sources Dropdown

The sources dropdown lets you toggle which calendar sources are visible — ERP, Outlook, Google, ICS feeds, and shared calendars. Each source has a color indicator. Shared calendars from colleagues appear with a sharing badge.

Selecting People to View

Person Selector

Click the people icon in the toolbar to open the person selector. Search by name and add people to the current view. Each person gets a color-coded column.

Favorites

  • Save frequently used person combinations as a favorite group
  • Open the Favorites dropdown in the toolbar to switch between saved groups
  • Favorites are also used as the basis for creating share links

Creating Activities

Click any empty time slot in the calendar to open the activity creation form. The form adapts based on which calendar source you are creating into.

  • ERP — creates an activity in Standard ERP or Excellent Books with project, task, and register fields
  • Outlook — creates an Outlook calendar event; optionally adds a Teams meeting link and invites attendees
  • Google — creates a Google Calendar event; optionally adds a Google Meet link

Click an existing event to view details, edit, or delete it. Drag events to reschedule them.

The destination dropdown at the top of the form lists every connected source (ERP, Outlook, Google) with a colored dot next to each option, so you can see at a glance which calendar or list each entry will land in.

Timezones

herbe.calendar is fully timezone-aware. Events pulled from any source — ERP, Outlook, Google, ICS — are stored with their original timezone and automatically displayed in your timezone. No manual conversion needed.

Your viewer timezone

Your viewer timezone controls how all dates and times are rendered in the calendar grid. It is auto-detected from your browser on first visit and can be changed at any time in Settings > Look & Feel > Timezone. The change takes effect immediately — the calendar re-fetches and re-displays all events in the new timezone without a page reload.

The setting is saved to your account, so your chosen timezone follows you across browsers and devices. The account administrator can also set a default timezone for the whole account — your personal override takes precedence when set.

Source timezones

Each connected calendar source has its own timezone — the timezone the remote system stores its events in. For example, an Outlook mailbox configured for London, or an ERP server running on Eastern European Time. These source timezones are configured by the administrator under Admin > Connections.

When an event is displayed, herbe.calendar converts its source-timezone wall-clock time to your viewer timezone. An Outlook meeting at 12:00 London appears as 14:00 when you are viewing in Europe/Riga (UTC+2). An event near midnight may even appear on a different date in your timezone than it does in the source timezone — this is handled automatically.

Example
  • Google calendar source timezone: Europe/London (UTC+1 BST)
  • Event stored as: Monday 23:30 – 00:30 London time
  • Your viewer timezone: Asia/Tokyo (UTC+9)
  • Displayed as: Tuesday 07:30 – 08:30 in your calendar

Timezone when creating events

When you create an Outlook or Google Calendar event, the event form shows the effective timezone being used for the times you enter — for example “Times in Europe/Riga”. By default this is your viewer timezone, but you can select a different timezone directly in the form using the timezone picker below the time fields.

This per-event override is useful when creating meetings on behalf of someone in another timezone, or when you are temporarily working from a different location. The times you type are interpreted in the selected timezone, and the event is saved to Outlook or Google with the correct UTC offset. The calendar then displays the event back in your viewer timezone.

ERP activities always use the ERP connection's configured source timezone — there is no per-event override for ERP writes.

Summary of timezone layers

LayerWhere setWhat it affects
Viewer timezoneSettings > Look & FeelHow all event dates and times are displayed across the whole calendar
Source timezoneAdmin > Connections (per integration)The timezone events are stored in at the source; used as the reference when converting to your viewer TZ
Per-event timezoneEvent creation form (Outlook / Google only)The timezone the entered start/end times are interpreted in when saving a new event; overrides your viewer TZ for that one event

Tasks Panel & View

herbe.calendar pulls tasks from ERP, Microsoft To Do (Outlook), and Google Tasks into a single panel grouped by source and list. You can use it inline alongside the month grid or open it as a dedicated full-screen view.

Inline panel

  • In month view, the right-side panel has a Day / Agenda / Tasks segmented control — pick Tasks to swap the agenda for the tasks panel
  • Tabs across the top filter by source (All, ERP, Outlook, Google)
  • Tick the checkbox to mark a task done; click to edit; use the action menu to copy a task to an event or to another list
  • Click + New task in any source header to create a new task in that source's default list

Full-screen Tasks view

  • Click the Tasks button on the far right of the top-bar view selector to open the dedicated Tasks view — calendar grid hidden, tasks panel covers the whole window
  • The maximize toggle in the panel header expands the tasks panel from any view, and switches to Exit fullscreen while expanded
  • Switching to any other view (Day / Month / etc.) automatically returns to the normal split layout