Set Certificate Expiry Reminder Frequency in GoHighLevel
If you manage certifications in tools like ClickUp alongside GoHighLevel, keeping expiry reminders accurate is essential. In this guide, you will learn step by step how to configure the frequency of certificate expiry reminder emails so your contacts are notified at the right time, without manual follow-up.
This tutorial is based on the official documentation and focuses on where to find the settings, what each option means, and how to align reminder schedules with your business policies.
Understanding Certificate Reminder Emails in GoHighLevel
Certificate expiry reminders in GoHighLevel are automated emails sent to contacts before their certificates expire. These reminders help you maintain compliance, reduce support tickets, and improve client satisfaction.
By setting the reminder frequency correctly, you can:
- Control how often contacts receive expiry notifications
- Reduce the risk of missed renewals
- Standardize communication around compliance dates
The frequency setting determines how many days before expiry the email is sent and how often it repeats, depending on the configuration you choose.
Access the Certificate Settings in GoHighLevel
To change the reminder schedule, you must first access the certificate configuration area inside GoHighLevel. Make sure you have the appropriate permissions to edit certificate or automation settings in your account.
Step 1: Open the Certificates Section in GoHighLevel
- Log in to your GoHighLevel account using your usual credentials.
- Navigate to the area where certificates are managed. This is typically within the settings or a specific compliance or training module, depending on your setup.
- Locate the specific certificate or certificate template for which you want to adjust reminder emails.
Once you have found the correct certificate record or template, you can proceed to the reminder configuration screen.
Step 2: Find the Reminder Email Configuration
Within the certificate settings page, there will be an option dedicated to email reminders for expiry. The exact label may vary slightly by account configuration, but you are looking for something referencing:
- Expiry reminders
- Reminder emails
- Certificate expiration notifications
Select this option to open the section where you can define when and how often emails are sent.
Configure GoHighLevel Email Reminder Frequency
After you have opened the reminder configuration, you can set the specific schedule that GoHighLevel will use to send expiry notifications.
Step 3: Enable Certificate Expiry Reminder Emails
Before adjusting the frequency, ensure that reminder emails are turned on. Typically, you will see a toggle or checkbox such as:
- Enable expiry reminder emails
Make sure this is enabled so the system can send notifications according to the frequency you define.
Step 4: Set the First Reminder Timing
Next, decide when the first reminder should be sent before the certificate expires. Common options include settings such as:
- 7 days before expiry
- 14 days before expiry
- 30 days before expiry
Choose a value that matches your operational and compliance needs. A longer lead time is helpful when renewals require training, documentation, or approvals.
Step 5: Configure Recurring Reminder Frequency
GoHighLevel allows you to define how often reminder emails are repeated between the first notification and the actual expiry date. In the frequency field, you typically specify the number of days between reminders.
For example, you might choose:
- Send reminders every 7 days
- Send reminders every 3 days closer to the deadline
This ensures your contacts receive consistent follow-ups without overwhelming their inbox.
Advanced GoHighLevel Reminder Considerations
While the core setting is the interval in days, you should also consider how reminder frequency interacts with your overall communication strategy in GoHighLevel.
Align Frequency With Business and Compliance Rules
When deciding how often reminders should be sent, consider:
- Legal or industry requirements for certification renewal
- Average time your clients need to complete renewal steps
- Existing email cadence in your funnels and automation
If your certificates are tied to critical access or safety training, you may want more frequent reminders closer to the expiry date.
Coordinate With Other GoHighLevel Automations
Your account may also use workflows, triggers, and campaigns. Make sure expiry reminders do not conflict with other outreach.
Review:
- Ongoing nurture campaigns
- Transactional emails related to certification
- Post-renewal sequences that might overlap
Coordinating these elements keeps your emails relevant and prevents message fatigue.
Testing Certificate Reminder Frequency in GoHighLevel
Before relying on your configuration for all clients, test the expiry reminders with a controlled scenario. This is a best practice whenever you modify time-based automation.
Step 6: Create a Test Contact and Certificate
- Create a test contact in your GoHighLevel account with an email address you can monitor.
- Assign a certificate to this contact and set an expiry date in the near future so you can observe reminders quickly.
- Ensure the reminder settings you configured are applied to this certificate.
This controlled setup allows you to verify timing and email content without affecting real clients.
Step 7: Monitor Reminder Delivery Times
Watch your inbox and activity logs to confirm that:
- The first reminder is sent the correct number of days before expiry
- Subsequent reminders follow the frequency you defined
- No duplicate or unexpected messages occur
If anything appears off, return to the reminder configuration, adjust the values, and repeat the test until timing matches your expectations.
Best Practices for GoHighLevel Certificate Emails
With the frequency working correctly, optimize the overall experience for your contacts.
Write Clear, Actionable Reminder Content
Even with the right schedule, reminder emails must explain clearly what to do. Consider including:
- Exact expiry date of the certificate
- Consequences of not renewing on time
- Direct link or button to start the renewal process
Clarity and brevity increase the chance that recipients act before the deadline.
Monitor Engagement and Adjust Frequency
Over time, observe how contacts engage with reminder emails in GoHighLevel:
- Open and click rates
- Renewal completion timing
- Support questions related to expiry
If many people wait until the last minute, you may need earlier or more frequent reminders. If people complain about too many emails, consider reducing the frequency slightly.
References and Further Help for GoHighLevel Users
For a deeper look at the original configuration steps, refer to the official documentation used as the basis for this guide: official GoHighLevel certificate reminder article.
If you want expert help implementing these settings as part of a broader CRM and automation strategy, you can explore consulting resources such as Consultevo, which specializes in process optimization and technical implementation.
By following the steps in this guide, you can configure accurate certificate expiry reminder email frequency in GoHighLevel, give your clients enough time to renew, and keep your operations compliant and organized.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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