Overview

Core auto-creates and protects the “General Check-In” session type when you enable the General Check-In toggle in settings. It’s a simple way to keep your check-in process running smoothly—no setup or maintenance required.

 

Prerequisites

• Access to Account Settings

• Permission to edit the Business Profile

• Feature toggle for General Check-In available

 

Step-by-Step Instructions

 

Enable General Check-In Settings

• Login to Core
• Navigate to Account Settings
• Select Configuration
• Scroll down to the Business Profile section 
• Click the Edit Icon in the top right corner
• Ensure Enable General Check-In is set to Yes.

 

Tip: As soon as it’s enabled, Core will auto-create the “General Check-In” session type if it doesn’t already exist.

 

What Happens Next

• A session type named “General Check-In” is automatically created

• It’s locked—you can’t rename, edit, or delete it while the toggle is on

• Staff can start checking in clients right away with no setup needed

 

Tip: This prevents accidental changes and keeps your check-in process consistent.

 

Need to make changes?

1. Go back to the Business Profile

2. Toggle Enable General Check-In to No

3. The session type is now unlocked—you can edit, rename, or delete it as needed

 

 

 

Troubleshooting / FAQs

 

Q: I don’t see a “General Check-In” session type—what should I do?

A: Make sure the General Check-In toggle is turned on in Account Settings > Business Profile. The session type will auto-generate.

 

Q: Can I customize the General Check-In session?

A: Only if you first disable the feature toggle. That unlocks the session type for editing or deletion.

 

Q: Why can’t I edit or delete the session type?

A: It’s locked while the feature is enabled to avoid check-in disruptions.

 

Still need help?

Reach out to our support team via [email protected]