Renewals are revenue. Bring every delegate back.
For a certification-led training business, renewals are the most predictable revenue there is. Hotline tracks every certificate through its life: who is valid, who is due, who has lapsed, and brings each of them back to rebook without you chasing.
Retire the expiry spreadsheet.
Every certificate that lapses without a reminder is a renewal booking you did not get, and a delegate working uncertified. Tracking that in a spreadsheet is how renewals slip through.
The old way
- Expiry dates in a spreadsheet somebody has to remember to check
- Renewal reminders written and sent by hand, or not at all
- No view of who is certified right now across every customer
- Re-running a course overwrites the old result and its history
- Legacy certificates from your old system left behind
With Hotline
- Reminders that link straight to your next course date with free seats
- A live board of every certificate: valid, expiring, in grace, expired
- Automatic reminders at 90, 60, 30 and 0 days, with the manager copied
- Renewals run as a clean fresh course; the old certificate and history stay intact
- Historic certificates imported from CSV, straight into the same cycle
The renewal cycle, on autopilot.
Set validity
Give a course a certificate validity period: 12 months, 36 months, whatever the standard requires. Every certificate issued carries its expiry date.
Delegates are nudged
At 90, 60, 30 and 0 days before expiry, delegates get branded reminder emails and in-app notifications with a link to renew. Optionally copy in their manager.
They rebook
The reminder links to your next date with free seats, or to a shorter refresher mapped to the course. Admins can rebook anyone from the dashboard too.
History preserved
The renewal is a clean, fresh run: new progress, new attempts, new certificate. The old certificate and every prior attempt stay on record for audits.
Everything the renewal cycle needs.
Recertification questions
The recertification dashboard and automatic expiry reminders are included on every Hotline plan. Shared modules and prerequisites are available from the Professional plan. See the plan comparison for the full breakdown.
No. A renewal runs as a completely fresh enrolment with its own progress, attempts, and certificate. The previous run is archived, and the old certificate and its history stay on the delegate's record permanently, which is exactly what an auditor wants to see.
Yes. Historic certificates import from CSV with a dry run first, so you can check the matching before anything is written. Imported certificates carry their original issue and expiry dates and drop straight into the reminder ladder.
Yes. Connect the AI assistant and ask "who has a certificate expiring before Christmas, and who has no renewal booked?" It reads the same expiry data as the dashboard, then offers your next dates and books delegates when you confirm.
With training management, expiry reminders link straight to your next scheduled date with free seats, and admins can rebook an expiring delegate into an upcoming course date from the dashboard.
Never chase a renewal by hand again.
See the expiry board, the reminder ladder and a rebooking on a demo training business in a 30-minute walkthrough.