Keeping track of certificate and credential expiration dates can be a hassle when you are already busy running your business. With built-in expiration settings in your CRM, you can decide how long issued credentials stay valid, send reminders before they expire, and make sure people are not caught off guard when renewal time comes.

📌 Why This Matters

If your business issues certificates, memberships, training completions, or other credentials, clear expiration rules help you stay organized and professional. Instead of manually tracking dates or chasing people down one by one, you can set the rules once and let the system handle the timing. This helps reduce confusion, supports timely renewals, and keeps your operations running smoothly.

✨ What’s New

• Flexible expiration options: Choose whether a credential never expires, ends on a fixed date, or expires after a set number of months from the issue date.
• Relative date choices: Set expiration periods of 3, 6, 9, 12, 24, or 36 months depending on your business needs.
• Reminder timing: Add reminder offsets so recipients are notified before their credential expires.
• Timezone-aware scheduling: Expiration timing and reminders are calculated based on timezone-aware settings for better accuracy.
• Easy visibility: Expiration settings appear clearly in credential and template lists as well as in setup windows.

🛠️ How to Use It

1. Step 1: Open your certificate or credential template inside the CRM.
2. Step 2: Choose the expiration type that fits your business: never expire, fixed date, or a set number of months from the issue date.
3. Step 3: Add reminder timing if you want recipients to be notified before expiration.
4. Step 4: Save your settings so newly issued credentials automatically follow the expiration rules you selected.

💡 Pro Tip

Use expiration reminders to bring customers back at the right time for renewals, refresher training, or repeat purchases.