An entity in Inn-Flow is a legal company or property that the system tracks financial and operational data for. The Entities page is where you view and manage these entities. To open it, navigate to Administration, then Entities.
Finding and Viewing Entities
Use the search box to find a specific property, or filter the entity list by status (All, Active, or Inactive). You can also sort the list by name, status, or type (Hotel or Non-Hotel).
Once the page is displayed the way you like it, select the gear icon to save it as your default view. The next time you visit the page, it will display this way automatically.
Adding a New Entity
Click Add Entity in the top right for further instructions. To create a new entity, you'll need to reach out to Support to provide basic information about the property.
Viewing and Editing an Entity
Click a row to open the entity's slide-out screen, which includes four tabs:
General - basic entity details, which can be updated depending on role permissions
Rooms (or Locations if you are subscribed to our Facilities Module) - the hotel's room configuration; you can review it or add a new configuration if renovations have occurred. For more information on how to set these up, see article: How to Set up Guest Room Details
Subscriptions - lists the subscriptions currently active for the hotel
Import Email Addresses - lists the hotel's unique Inn-Flow import email address, for easy reference
Categories and Groups
Categories and groups let you apply additional groupings to your accounts, so you can compare properties that are similar. For example, by brand or state. Standard groupings are already available and can be edited by clicking on a category.
1. Click Add Category to create a new category.
2. Return to the entity's General tab to apply groupings to each location.
Groups are especially helpful when running reports or viewing Dashboards. Instead of selecting multiple hotels individually, you can use the Groups option for quicker selection.