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How to run your renewals in LicenseLedger

Short answers, checked against the app. Written for people who would rather be on the job than reading docs.

Start here

  1. 1Create your accountSign up with Google or an email and password, and confirm it.
  2. 2Add your first recordA license, policy or certification, with the date it expires.
  3. 3Send yourself a test reminderSee where reminder emails land before a real one is due.

Getting started

From sign-up to a first reminder.

  • Create your account
  • Add your first record
  • Send yourself a test reminder
  • Start from a trade's suggested records

Records and documents

What a record holds and how it changes.

  • Record types and fields
  • Attach a license, policy or certificate
  • Log a renewal
  • Records that never expire

Reminders

When emails go out, and to whom.

  • How reminder emails work
  • Change which days you're reminded
  • Change the notification email
  • Why a reminder wasn't sent

Import, export and calendar

Move dates in and out.

  • Import a CSV or paste from a spreadsheet
  • Fix rows the import skipped
  • Export your ledger
  • Sync dates to Google, Outlook or Apple Calendar

Team and sharing

One ledger for the whole crew.

  • Invite teammates
  • Email a record's holder
  • Post reminders to Slack or Discord
  • Share a compliance page

Billing and account

Plans, payments and security.

  • What each plan includes
  • Switch or cancel a plan
  • Fix a failed payment
  • Turn on two-step verification

Didn't find it?

Write to us and a person answers. Say which record or page it's about and we'll get there faster.

support@licenseledger.app
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