CredentialKeeper credential readiness dashboard preview

Credential readiness for teams that cannot afford surprise expirations

Track expiring certifications, licenses, and clearances in one place.

Replace spreadsheets with a self-service credential tracking system for teams. Store private evidence, send renewal reminders, approve uploads, and share QR proof pages without exposing files.

No credit card required. Import a spreadsheet or start from a template.

Private evidence storageQR proof pagesNo admin-seat pricing

Readiness snapshot

Field Team

84% ready

Active

312

Expiring

27

Missing proof

12

Maya Chen

Lifeguarding

18 days

Noah Patel

Safety Briefing

24 days

Jordan Reed

Forklift Authorization

43 days

Spreadsheet replacement

Still tracking certifications in a spreadsheet?

Spreadsheets do not remind members, collect proof, protect private evidence, show QR verification, or keep a dependable renewal history.

No credit card required. Import a spreadsheet or start from a template.

Spreadsheet
CredentialKeeper
Manual reminder emails
Automated renewal reminders
Files scattered in Drive or email
Private evidence storage
Hard to know who is current
Readiness dashboard
No public proof page
QR verification
No reliable history
Renewal and audit log

Use-case gallery

Start from a focused template, then adapt it to your requirements.

First aid, CPR, AED, and lifeguard readiness

For aquatic centers, camps, schools, and employers that need staff to hold active life-saving credentials and know exactly when renewals are due.

CPR / AEDFirst AidLifeguardingSwim / Rescue
  • Set renewal cadence by requirement
  • Attach class completion and instructor sign-off
  • Share proof without exposing private evidence

Admin workflow

From requirement to renewal

Demo
1

Configure

Create CPR, first aid, and lifeguarding requirements with evidence rules.

2

Assign

Apply requirements to lifeguards, counselors, or location groups.

3

Review

Approve uploaded cards, attendance proof, and instructor notes.

4

Renew

Filter upcoming expirations and trigger renewal reminders.

Import your spreadsheet. Keep your process. Lose the manual chasing.

1Upload CSV
2Map columns
3Preview validation errors
4Import people and credentials
5Start reminders

Renewal reminders that follow the expiration date.

Default schedules cover the common cadence: 60, 30, 14, and 7 days before expiration, the day of expiration, and 7 days after. Send to admins and members now; manager/team-lead routing can come later.

60 days30 days14 days7 daysDay of7 days after

Admin workflow

Make credential status operational, not trapped in someone's notes.

CredentialKeeper is built around the day-to-day work: define requirements, keep evidence private, handle renewals, and prove readiness when someone asks.

Ready

84%

Expiring

27

Missing proof

12

Step 1

Configure

Build reusable requirements

Set validity periods, evidence rules, reminder offsets, member instructions, and custom fields.

Step 2

Assign

Apply to people and groups

Map requirements to teams, locations, roles, boat classes, or whatever your organization tracks.

Step 3

Review

Approve evidence without exposing files

Keep PDFs, images, and notes private while sharing only the sanitized proof status.

Step 4

Renew

Stay ahead of expiration

Send idempotent reminders and keep a history of renewals, rejections, and audit activity.

Step 5

Report

Show readiness clearly

Filter by current, expiring, expired, missing proof, pending review, and archived records.

Member proof

Share proof status without exposing private evidence.

Start with a responsive proof page and QR verification. Native Apple Wallet and Google Wallet can come later after the verification model is proven.

Public verification

Token-protected proof pages.

Private files

Evidence never appears publicly.

Rotatable links

Revoke and regenerate tokens.

9:41•••
Lifeguarding expires in 18 days

Water Safety

Member Pass

MC

Maya Chen

Lifeguard supervisor

1 Expiring

Cert Level

Responder

Member ID

CPR-1042

Status

1 Expiring

Credentials

CPR / AEDSep 2027
First AidNov 2026
LifeguardingJul 2026

Scan to verify

Pricing

Price by tracked people and credential records, not admin seats.

Start with a 14-day no-card trial. Upgrade when your member count, locations, reporting needs, or credential volume grow.

Annual plans get 2 months free

Billing unit

A credential record is one person attached to one requirement. If Maya has CPR, First Aid, and Lifeguarding, that counts as 3 credential records.

Starter

$49/mo

Small teams, clubs, volunteer groups, and pilots.

  • 100 active people
  • 300 credential records
  • 5 requirement types
  • 1 location
Start 14-day trial
Most popular

Team

$129/mo

Most teams that need repeatable workflows and proof sharing.

  • 500 active people
  • 2,000 credential records
  • Unlimited requirements
  • Groups and branding
Start 14-day trial

Organization

$299/mo

Multi-site operators and larger programs with audit needs.

  • 2,000 active people
  • 10,000 credential records
  • Locations
  • Audit exports and bulk tools
Start 14-day trial

Enterprise

Custom

Security review, procurement, custom domain, API, and SSO.

  • SSO
  • API and webhooks
  • Custom limits
  • Implementation support
Contact sales

What happens when I exceed limits?

The app should warn at 80% usage, then prompt an upgrade before blocking new people, requirements, or records.

Can I invite unlimited admins?

Yes. The pricing direction avoids admin-seat charges because more admins usually means better adoption.

Can members upload their own proof?

Yes. Member upload links are part of the core evidence workflow.

What happens after trial ends?

The workspace should remain readable, with edits, reminders, uploads, and proof updates paused until a plan is active.

Templates

Seed real requirements during onboarding.

Each template starts the workspace with 2-4 common requirements, then admins can edit validity periods, evidence rules, reminders, labels, and member instructions.

First aid / CPR / lifeguard

Aquatic centers, camps, schools, fitness facilities, and employers.

CPR / AEDFirst AidLifeguardingWater Rescue
Default validity
1-2 years
Evidence
Proof card, provider, instructor note, or class completion PDF.
Reminder schedule
60, 30, 14, 7, day-of, and post-expiration.
Member-facing label
Responder status

Example records

  • Maya Chen - CPR / AED - active
  • Maya Chen - Lifeguarding - expiring
Start with this template

Sailing / equipment checkout

Sailing schools, marinas, yacht clubs, rental counters, and outfitters.

Safety BriefingDinghy CheckoutKeelboat CheckoutWaiver
Default validity
Seasonal or annual
Evidence
Checkout notes, waiver, instructor approval, or safety briefing record.
Reminder schedule
Before season start and before checkout expiration.
Member-facing label
Rental clearance

Example records

  • Noah Patel - Dinghy Checkout - active
  • Noah Patel - Safety Briefing - expiring
Start with this template

Workplace / field access

Operations teams, labs, field crews, HR, facilities, and compliance teams.

Background CheckForkliftFood HandlerSite Safety
Default validity
Varies by policy
Evidence
License scan, training certificate, background check status, or approval note.
Reminder schedule
Configurable by requirement and location.
Member-facing label
Access clearance

Example records

  • Jordan Reed - Background Check - active
  • Jordan Reed - Forklift - expiring
Start with this template

Volunteer / nonprofit

Volunteer programs, nonprofits, event teams, and community organizations.

OrientationBackground CheckRole TrainingCode of Conduct
Default validity
Annual
Evidence
Orientation completion, signed policy, role training, or screening note.
Reminder schedule
Before volunteer season and after expiration.
Member-facing label
Volunteer ready

Example records

  • Avery Stone - Orientation - active
  • Avery Stone - Background Check - missing proof
Start with this template

Youth program / camp

Camps, youth sports, schools, childcare programs, and trip leaders.

Mandated ReporterFirst AidDriver ApprovalSwim Test
Default validity
Annual or seasonal
Evidence
Training proof, driver approval, screening status, or swim-test record.
Reminder schedule
Before program launch, camp sessions, and renewal windows.
Member-facing label
Program clearance

Example records

  • Taylor Kim - Mandated Reporter - active
  • Taylor Kim - Driver Approval - pending review
Start with this template

Custom

Any team replacing a credential spreadsheet or manual proof process.

Requirement 1Requirement 2Proof UploadRenewal Reminder
Default validity
Your rules
Evidence
PDFs, images, approval notes, or any proof your team already accepts.
Reminder schedule
Your renewal cadence
Member-facing label
Credential status

Example records

  • Alex Morgan - Core Requirement - active
  • Alex Morgan - Proof Upload - pending review
Start with this template

Sensitive records

Built for proof people should be able to verify, not files everyone should see.

Private evidence storage

Credential proof files stay private and are not exposed on public proof pages.

Role-based access

Owners, admins, managers, viewers, and members can have different access levels.

Token revocation

Public verification links are designed to be rotatable and revocable.

Audit history

Uploads, renewals, approvals, rejections, and exports can be recorded for review.

Exportable records

Teams can export filtered credential records when they need a backup or audit packet.

Data deletion on request

Workspaces should be able to remove archived people, files, and proof links.

FAQ

Clear answers before a team trusts the system.

Does CredentialKeeper issue official certifications?

No. CredentialKeeper helps your organization track, review, renew, and share proof of credentials. The issuing authority remains the certification provider, licensing body, instructor, employer, or organization you already use.

Do tracked people need login accounts?

No. People can be tracked without accounts. A login can be linked later when someone needs a private portal or upload access.

Can members upload their own proof?

Yes. The product direction includes constrained member upload links so members can submit evidence without receiving admin access.

Can I export my data?

Yes. CSV export is part of the core workflow, with audit-friendly exports planned for larger plans.

Use-case library

Credential tracking templates by team type.

Explore focused workflows for safety certifications, employee licenses, volunteer clearances, equipment checkouts, training records, youth programs, and more.

Safety and emergency response

CPR and First Aid

Track CPR, AED, first aid, lifeguarding, and water rescue credentials with expiration reminders, private evidence storage, and QR proof pages.

CPR / AEDFirst AidLifeguarding

Workplace and field operations

Employee Certifications

Replace employee certification spreadsheets with renewal reminders, private evidence storage, status dashboards, and exportable records.

Professional LicenseSafety TrainingDriver Approval

Workplace and field operations

License Renewals

Track employee license numbers, renewal dates, proof files, issuer details, and reminders before a license expires.

Professional LicenseState RegistrationDriver License

Workplace and field operations

Forklift Certification

Track forklift operator authorization, equipment classes, trainer sign-off, expiration dates, proof files, and site-specific eligibility.

Forklift Operator AuthorizationEquipment ClassTrainer Sign-off

Workplace and field operations

Food Handler Cards

Track food handler cards, manager food safety certifications, alcohol service permits, expiration dates, proof files, and location-specific eligibility.

Food Handler CardManager Food SafetyAlcohol Service Permit

Volunteer, nonprofit, and community

Background Checks

Track volunteer background checks, screening status, renewal dates, private proof files, and role eligibility without exposing sensitive documents.

Background CheckScreening RenewalPolicy Acknowledgment

Education, youth, and camps

Youth Programs

Track staff training, screening, driver approval, swim tests, mandated reporter status, and seasonal program clearances with private proof and renewal reminders.

Mandated ReporterFirst AidDriver Approval

Recreation, clubs, and rentals

Sailing Checkout

Track which members are approved for boat classes, safety briefings, waivers, rental eligibility, and seasonal equipment checkout.

Safety BriefingDinghy CheckoutKeelboat Checkout

CredentialKeeper

Stop discovering expired credentials after they are already a problem.

Start 14-day trial