← All products

License & CE Renewal Tracker cover: a laptop showing the CE & Renewal Dashboard with sample data, labelled Excel + Google Sheets.

License & CE Renewal Tracker

For Excel and Google Sheets

Every license, renewal date and CE hour in one place, even across states.

Also on Etsy

Delivery: instant digital download after purchase. No physical product is shipped.

Keep every license, renewal date and CE hour in one place, even if you're licensed in more than one state.

What it does

  • One row per license or certification: state, type, number, issue and expiry dates, renewal cycle and total CE hours required
  • Your own category requirements per license: ethics, supervision, cultural competence and suicide prevention (rename them to match your board)
  • Log each course once and credit it to up to three licenses, or to All
  • Only courses dated inside each license's current renewal period count, so old hours drop off on their own after you renew
  • Dashboard: next renewal and days left, hours earned vs. required, category shortfalls spelled out ("Ethics 1h"), and a red / amber / green status for each license
  • Flags certificates you haven't filed yet

What's included

  • SAMPLE workbook (fictional counselor licensed in CO and NM, plus a national certification)
  • BLANK workbook, ready for your licenses
  • Setup Guide PDF (Excel, Google Sheets and LibreOffice)

Works with: Excel 2016+ / Microsoft 365 on Windows and Mac, Google Sheets, LibreOffice Calc. Windows, Mac & Linux. Linux: use Google Sheets or LibreOffice Calc.

No macros or add-ons. Formulas are protected with no password; input cells stay editable. No client information of any kind.

Requirements vary by board; verify with your licensing board. This is an organizational template, not legal or licensing advice.

These are spreadsheet templates. They are not an EHR, and they are not a HIPAA compliance solution. You are responsible for how you store and protect client information.

Digital download. Nothing physical ships. One license per buyer; for use in your own practice.

Licenses tab with sample data: one row per license with state, type, number, expiry date and CE hours required.
Licenses, shown with sample data
Category tracking with sample data: hours required, earned and remaining for ethics, supervision, cultural competence and suicide prevention, with shortfalls spelled out.
Category shortfalls, shown with sample data
CE & Renewal Dashboard with sample data: next renewal date, days left, hours earned against required, and a status for each license.
Renewal countdown, shown with sample data
CE log with sample data: one row per course with date, provider, hours, category, licenses credited and certificate filed.
CE log, shown with sample data

Also on Etsy