Manual Expiry Date Selection for Certificate Templates

Manual Expiry Date Selection for Certificate Templates

May 09, 20251 min read

The memberships section offers teaching flexibility, helping you impart knowledge to a wider audience. But, as we all know, that information can become outdated or need refreshing. And what better way to get students to return than adding a clear expiration date to their certificates?

⭐️Why Is This Feature Beneficial To Your Company?

  • Flexible Expiry: Manually set the expiration date for your templates, ensuring you can manage them efficiently and maintain your timelines at ease.

  • Simplified Settings: No need to check each sent template to ensure the Expiry date is set correctly; this feature lets you manage all that in a single setting. Keeping temporary and permanent certificates under your control.

  • Increased Re-engagement: Easily capture students' attention with the integrated expiry reminders, motivating them to refresh their knowledge with your courses.

⭐️How To Manually Add An Expiry Date?

  1. Start by navigating to the Certificates tab inside the Memberships section and clicking the three-dot icon next to your desired certificate.

    1
  2. From the option menu, select “Set Expiry.”

    2
  3. Select the “Set a Date” option to add an expiration or the “Never” option to remove it.

    3
  4. Fill in the other relevant fields, then click the blue Set expiry button.

4

Once saved, your expiry date will be applied every time you use the template. Still, allowing for change before sending, granting even more personalization. Helping you keep students happy while still motivating them to come back!

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Back to Blog