You can control how long certificates and badges remain valid and notify recipients as their credentials approach expiration. You can configure the expiry period and pre-expiry reminder emails directly from the Credentials dashboard.

TABLE OF CONTENTS

• What is Credential Expiry for Certificates and Badges?
• Key Benefits of Credential Expiry and Reminders
• How to Set Expiry Dates for Certificates and Badges
• How to Set Expiry Reminder Emails
• Frequently Asked Questions
• Related Articles

What is Credential Expiry for Certificates and Badges?

Credential expiry lets you define how long a certificate or badge remains valid after it is issued. Applying an expiry period helps you manage credentials that require periodic renewal, while reminder emails can notify recipients before their credential expires.

Credential expiry and reminder settings are managed from the Set Expiry option for certificate and badge templates in the Credentials dashboard.

Key Benefits of Credential Expiry and Reminders

• Flexible Expiry Periods: Choose from predefined expiry periods, set a custom expiry period, or allow a credential to remain valid indefinitely.
  
  
• Automated Expiry Notifications: Notify recipients automatically when their certificate or badge expires.
  
  
• Custom Reminder Timing: Choose how many days before expiry recipients should receive reminder emails.
  
  
• Multiple Pre-Expiry Reminders: Configure up to two reminder emails before a credential expires.
  
  
• Centralized Management: Manage expiry dates and reminder settings directly from the Credentials dashboard.

How to Set Expiry Dates for Certificates and Badges

Setting an expiry period determines how long credentials created from a certificate or badge template remain valid. Choose an expiry option that matches your certification, training, compliance, or renewal requirements.

Note: Selecting Never keeps credentials created from the template valid indefinitely unless an expiry setting is applied at the individual issued-credential level.

1. Go to Memberships > Credentials > Dashboard.
   
   
2. Locate the Templates/Issued Certificates/Badges section.
   
   
   
   
3. Find the certificate or badge template for which you want to configure expiry.
   
   
4. Click the three-dot menu next to the template.
   
   
5. Select Set Expiry.
   
   
   
   
6. Select the required expiry option.
   
   Available options include:
   
   
   • Never — The credential remains valid indefinitely and does not expire.
   • 3 Months
   • 6 Months
   • 9 Months
   • 1 Year
   • 2 Years
   • 3 Years
   • 4 Years
   • 5 Years
   • Custom — Set a custom expiry period based on your requirements.
     
     
7. Click Save.
   
   

How to Set Expiry Reminder Emails

Expiry reminder emails help recipients prepare for an upcoming credential expiration. HighLevel sends an email on the expiry date and also allows you to configure up to two additional reminders before the certificate or badge expires.

Important: An expiry notification email is sent on the day the credential expires. The timing of this expiry-day email cannot be changed.

Note: Reminder Email 1 and Reminder Email 2 are optional. When a reminder is enabled, specify how many days before expiry it should be sent.

After selecting an expiry period in the Set Expiry window:

1. Locate the expiry reminder email settings.
   
   
2. Enable Reminder Email 1 if you want to send the first reminder before expiry.
   
   
3. Enter the number of days before the credential expires when the reminder should be sent.
   
   
4. Enable Reminder Email 2 if you want to send an additional reminder.
   
   
5. Enter the number of days before expiry when the second reminder should be sent.
   
   
6. Disable either reminder if you do not want that reminder to be sent.
   
   
7. Click Save to apply the expiry and reminder settings.

Frequently Asked Questions

Q: Can a certificate or badge be configured so it never expires?
Yes. Select Never when configuring the expiry settings to keep the credential valid indefinitely.

Q: How many reminder emails can I send before a credential expires?
You can configure up to two pre-expiry reminder emails and specify how many days before expiry each reminder should be sent.

Q: Can I disable one of the pre-expiry reminder emails?
Yes. Each pre-expiry reminder can be enabled or disabled independently.

Q: Can I change when the email sent on the expiry date is delivered?
No. The expiry notification is sent on the day the credential expires, and its timing cannot be changed.

Q: Can an individual issued certificate have a different expiry setting from its template?
Yes. HighLevel supports expiry settings at both the template and issued-certificate levels. The issued certificate's expiry setting takes priority over the template-level expiry.

Related Articles

• HighLevel Credentials Preview: Memberships
  
  
• How to Use Badges in HighLevel's Certificate Builder
  
  
• How to Download and Share Certificates & Badges
  
  
• Create a Template