First things first. For a member to register for one of of your events, the event must be created, set to active and have tickets associated with that event. 

Once this is complete, your members will be able to see and begin to register.
>> More info on creating events in Novi.

FInding the Event Registration Page

From the event details page, they will select "Registration Options."

Selecting Tickets

This will take them to the registration page for that event. From here, they can preview and select any ticket options or product add-ons available to them for purchase.

Note, members will need to be logged-in to their account in order to purchase any tickets that have been set to view/purchase by logged-in members. 

Filling Out their Details

After filling at the quantity of tickets they would like to purchase, they will be directed to the attendee information form that you created during event set-up.

If the member is logged-in, they will be able to see and select other staff members in their family tree/company, to quickly add them to the registration as well. If a member does not see someone from their staff listed, they will need to add that staff member to their company's profile via the Member Compass if they have the Management Access to do so.

Selecting a record from the drop-down will auto-fill the member details you may have on record including their name, email, phone number and company. If such record does not exist, they can manually enter the attendees details.

This also applies to custom fields that you have on both member records & events. The information will populate from the record. Note that updates to the event information will not update the member record.

Note: Manually entering an attendee and their details does not automatically add them to your database. Manually entering additional details on an existing record will not update and overwrite the record in your database.

Registration Summary

Next, they will see a preview of their registration summary. If a promo code is associated with that event, it will be displayed in the registration summary to be used.

Any email addresses that have been added to the attendee form will be displayed in the Confirmation email box. They can also add additional email addresses if they need to copy someone else on the confirmation.


If the individual is logged-in, they will have the option to pay by credit card or be issues an invoice to pay later. Note, that if you only allowed credit card payment for  your tickets, they will only see that option.

If an individual has not logged-in, they will only have the option to pay by credit card.

For invoices they can also choose the billable party-- themselves or their company.

Completing the Registration

Once all the above items are completed, the individual will select "complete registration" and then be directed to an event confirmation page with the details of their purchase.

A confirmation email will also be sent to any email addresses that were included in the registration. Any custom information that was added to the event for the ticket they purchased will provided. See "giddy-up."

The billable contact will also get an email with a link or copy of their invoice.

Additional Info

  • If someone has already purchased a ticket and then decides they want to also purchase a second (different) ticket for the same event, they can do so from the frontend. They just can't purchase a 2nd of the original ticket for themselves.

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