Helmivo Portal Client — isolated client organisations, production Square reporting and event comparisonClient
Organisation Helmivo portal
Checking cloud Owner
Welcome to Helmivo

Set up your first live operation

Build an event, connect sales, add outlets and choose the stock controls that suit the operation — all through the portal.

i
v0.9 is the production-ready client release

Each client owns an isolated organisation, connects their own read-only Square account and can prepare earlier-event comparisons before trading starts.

One-time setup

Client readiness

0%
Upcoming operation

No event created

Draft
Your first event will appear here

Enter the real details yourself during onboarding, just as a new Helmivo client would.

Square sales

Connect Square securely, then choose the location and devices used by each event.

Not connected

Stock

Choose what to track and whether stock is shared across the event or allocated by outlet.

Not configured

Earlier event comparisons

Add earlier dates for the same event so Helmivo can compare performance later.

Not configured
Operations

Events

Create an event and manage its setup from one place.

UpcomingEvent workspace ready
Live operations command centre

Your event

Venue and date

Portal ready POS needs attention 0 outlets
Operational overview

Event readiness

In progress
0%ready

Complete event setup

Helmivo is checking your sales connection, outlets, stock, team and comparison data.

0 alerts0/0 checks passed
Traffic-light monitoring

Systems health

ActiveTest / attentionOffline
What needs attention

Operations feed

£
Total net sales£0.00Awaiting Square dataGross sales £0.00Refunds £0.00
Transactions0No orders synced
Average spendAvailable after first sale
Refunds£0.00No completed refunds
Previous eventPrepared for event day
Trading hours08:00–18:00
POS locationNot selected
Outlets0 outlets · 0 tills
Setup data0 stock items · 0 comparisons
Square sales dashboard

Connect Square and select the event location to load protected sales data.

Protected Square feed

Live sales

Cups excluded from top productsHourly bars show gross sales · net performance and refunds are summarised separately
Not synced yet
The event period remains the protected live dashboard.
Live Square data across all mapped outlets.
Sales targetNot set
Add a target in event setup
Current sales to now£0.00Current event period
Last year at same pointAdd a previous-year comparison
Two years ago at same pointAdd a second historical comparison
Sales vs last yearAwaiting last-year sales
Versus two-year averageAwaiting historical comparisons
No Square sales loaded yet

Refresh sales after selecting the event’s Square location.

Latest saleWaiting for first sale
Best gross hourNo hourly data yet
Sales paceCalculated across trading time
Same point comparison

Previous event comparison

Not loaded
Sales differenceAwaiting comparison
TransactionsAwaiting comparison
Average spendAwaiting comparison
RefundsAwaiting comparison

Outlet comparison

Load a previous event to compare outlets.

Product comparison

Load a previous event to compare products.

Top products
0 products

Product rankings appear after the first sync.

Payment mix0 methods

Payment methods appear after the first sync.

Recent sales and refunds0 activities

Recent activity appears after the first sync.

Before opening

Readiness checklist

Event layout

Outlets and tills

See each trading point, its planned hours and future live POS status.

People and performance

Event staffing

Import or enter shifts, assign people to outlets, flag required breaks and compare labour hours with Square sales.

Shift plan

People and assignments

0 shifts
Staff memberShiftOutletEvent updateHourly rateActions
Hour-by-hour view

Labour and net sales timeline

See when staffing levels and labour cost were high compared with live trading sales, without treating setup or pack-down as poor performance.

TimePhaseStaffPaid labourNet salesNet / labour hrLabour costCost %Assessment

Event operations

Whiteboard

A fast, editable checklist matrix inspired by the physical event board. Outlet columns come from this event.

0 of 0 completeTap a cell to move it through not started, in progress, complete, issue and not required.
BlankIn progressCompleteIssueN/A
Optional visual layout

Interactive event map

Place outlets on a simple site view now. A real site-plan image upload can be added later.

Map is optional

It becomes particularly useful for events with several bars, stock points or operational zones.

Inventory

Stock readiness

Stock can be completed before the event.

People

Event team

Service0
Preparation0
Support0
Portal users1
CJ
Manager on dutyNot assigned

Service, preparation and operational support are kept separate so setup labour is not judged against immediate sales.

Safety and operations

Incidents

0open

Record operational, safety, equipment or customer issues and keep their resolution visible.

Reporting

Previous events

Inventory

Stock

Import the event order, monitor full kegs and casks, and keep the wider stock setup available when needed.

Data connections

Connections

Connect the client’s trusted point-of-sale account securely, then choose the right locations for each event.

Not connected

Square

Checking the secure Square connection and available locations.

  • Read-only production permissions
  • One encrypted connection per organisation
  • Helmivo never creates payments
Available

CSV backup

Manual Square export import for fallback and controlled testing.

!
Square account connected with read-only permissions

Tokens are encrypted in D1. Helmivo reads merchants, locations, orders, payments and items for reporting, but this client build has no payment-creation route or write scope.

Organisation access

Team & access

Owners control Administrator access. Administrators have full operational authority; Event Managers run events; Viewers have read-only access.

Reporting

Reports

Prepare the event before opening, monitor it live and export the final operational record afterwards.

Account

Settings

Review client access, production connections, sync health and protected organisation data.

v0.9 client release

Production readiness

Checking

Checks the Helmivo backend, D1 database, protected sign-in and Square application readiness without exposing any credentials.

Backend APIChecking this deployment…
D1 databaseWaiting for status…
Protected accessWaiting for status…
Square applicationWaiting for status…
Square accountNot checked yet
Square webhooksWaiting for status…
Background pushWaiting for status…
Previous-event dataWaiting for status…
Secure foundation has not been checked yet.
Portal Client

Organisation cloud data

Organisation, events, outlets, stock, staffing and incidents are cached in this browser and saved to the protected D1 database.

Checking D1 cloud data…Comparing this browser with the protected portal copy.
Stage 2 PWA

Device notifications

Checking

Checking this browser’s PWA and notification support…

ServicePreparing PWA service…
PermissionNot requested
App modeBrowser tab
Server pushChecking configuration…

Stage 2 notification mode is being checked.

Account membership

Checking your organisation and role…

Trial access

Checking trial status…

Codes are validated and redeemed in D1. Each code can enforce expiry and redemption limits.

Log out of Helmivo

Signs this account out of Helmivo across devices. Notifications are disabled and the local Helmivo copy is cleared on this phone or computer. Organisation cloud data is kept.

Export protected setup

Download the organisation, event, outlet, stock and feedback data without credentials or raw card data.

Reset organisation event data

Owners can clear event, sales snapshot, comparison and simulation data while keeping the protected account and organisation membership.