Client certifications
Track certifications for clients. This gives training providers and program teams a way to keep certification status in view when discussing next steps.
Certifications & Licenses
Keep upcoming expirations on your radar.
Track certifications for clients and staff, with reminders before they expire.
- Client certifications
- Staff certifications
- Expiration reminders
The problem
An expiration date is easier to plan around before it arrives.
Client and staff certifications can be easy to overlook when the information is kept in separate notes. Knowing that a certification is approaching expiration gives the team a reason to start the renewal conversation and decide what action is needed.
- Certification information spread across separate records.
- Client and staff renewals discussed only when someone remembers.
- Little time to plan when an expiration date is noticed late.
A practical workflow
Put Certifications & Licenses to work.
Identify the certifications
Decide which client and staff certifications your business needs to track. Confirm the certification information you will use.
Track clients and staff
Use the tool for both client and staff certifications so each group is part of the same operational discussion.
Act on expiration reminders
Use a reminder before expiration as a prompt to review the certification and discuss the appropriate next step with the person involved.
What you get
A closer look at Certifications & Licenses.
Keep certification tracking part of the way you run your programs. Follow certifications for both clients and staff and use expiration reminders to help plan the next step.
Staff certifications
Track certifications for staff as well as clients. Include staff renewal conversations in the way you plan your program operations.
Expiration reminders
Receive reminders before certifications expire. Use that prompt to review the information and decide how your business will handle the upcoming expiration.
Where it fits
Connect the tool to the work.
Training providers and businesses that need visibility into client or staff certifications.
One way to use it
A training business can keep track of a staff certification and use an expiration reminder as a prompt to discuss renewal with that team member.
Why it matters
Give the workflow a clearer structure.
If your team currently uses separate notes or spreadsheets, compare that approach with the tools in Certifications & Licenses.
| Area | A separate manual approach | Certifications & Licenses in SIXPAC |
|---|---|---|
| Client records | Certification details kept in a separate list. | Client certification tracking. |
| Staff records | Renewal conversations based on individual reminders. | Staff certification tracking. |
| Upcoming dates | Expirations noticed during a manual review. | Reminders before certifications expire. |
FAQ
Certifications & Licenses questions.
More detail about what the tool does and how to plan your setup.
Can I track certifications for staff and clients?
Yes. The feature supports certification tracking for both clients and staff.
Are there reminders before a certification expires?
Yes. Certifications & Licenses includes reminders before certifications expire.
Does tracking confirm that a person is qualified?
No. Tracking a certification is different from confirming someone’s qualifications. Your business remains responsible for the representations it makes about qualifications, credentials, certifications, and experience.
How should my team use an expiration reminder?
Treat it as a prompt to check the certification information and discuss the next step with the person involved. The renewal process depends on your business and the certification.
Do I need to use every Program Hub tool?
No. You can switch on only the parts you need and customize wording in your app and Marketplace to suit your business.
Where can I find the getting started guide?
The Program Hub Getting Started Guide is available in your SIXPAC Support portal. Contact the SIXPAC team if you need help finding it or discussing your setup.
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See Certifications & Licenses in a demo.
Discuss your program and the client experience you want to build.