📜AdminStandard plan and higher
Staff Credentials
Last updated 2026-09-30
This feature is included in the Standard plan and higher. If you do not see it in your account, your center is on a different plan. Compare plans
In this article
Licensing visits start with a question about staff certifications. Credentials keeps each one on record with its expiry date, so the answer is a filter away. Go to Staff in the left sidebar and open the Credentials tab.
Adding a Credential
- 1Click Add credential.
- 2Choose the staff member and the Type: CPR, First Aid, CDA, Food Handler, Background Check, State License or Custom. For Custom, give it a name, for example Water Safety Instructor.
- 3Enter the issued date and, if it expires, the expiry date. Leave the expiry blank for credentials that do not expire.
- 4Optionally add the issuing authority, for example American Red Cross, the certificate or license number, and notes.
- 5Save.
Reading the Page
- The cards at the top count credentials that are Current, Expiring soon and Expired.
- Filter to Issues only or Expired only before an inspection.
- Click a credential to see its details, mark it Verified once you have seen the original document, edit it, or delete it.
Staff can see their own credentials and expiry dates under My Info, My Credentials, so they can plan renewals themselves.
Credentials are included in the Standard plan and higher.
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