Novi AMS

Notify attendees about your association's event-related policies, including cancellations and refunds.

Event Policy Page & Settings

Melanie Dupont

Jenn Norman, CAE

Pete Zimek, CAE

Events

Getting Started: A Guide To Events in Novi AMS

Let your members find the events the way they would naturally search for them.

Creating an Event Category

How to add Credit Types that are specific to your association.

Adding Custom Credit Types

Getting Started

Copy your event to re-use it for your next occurrence in Novi AMS.

Copy an Existing Event in Novi

Create an Event in Novi

Attendee Based vs Ticket Based Event Registration

How admins and members can view and manage Instructor information.

Instructor Management

Learn how to create and customize event tickets for attendee registrations.

Event Ticket Setup

Learn how to group event tickets using Ticket Categories.

Creating an Event Ticket Category

Redirect users from an event on your website to a unique page or third-party platform by adding Override Links in the event settings.

Using Override Links for Event Detail & Registration Pages

Learn how admins, or other team members, can receive an email notification for each new registration on your event.

Admin Event Registration Email Notifications

Learn tips for managing online Education & Training Courses through Novi's Private Online Feature.

Tips for Private Events with Credits Attached

How to change the display order of Event Tickets.

Event Ticket Display Order

Learn how to collect information such as attendee name, company, etc., on your event registrations.

Adding Custom Fields to Your Event Tickets

How to set the time zone for an event and where it will be displayed.

Event Time Zone

Learn how to create or upload an agenda for an event.

Event Agendas

How Novi can automatically remind your event attendees that they've registered for an event.

Automate Event Attendee Email Reminders

Learn more about how recurring events work in Novi and when to use this type of setup.

Recurring Events

Learn when and how to delete an event ticket.

Deleting an Event Ticket

Learn how to protect your online webinars with private links for your attendees.

Private Virtual Links for Events & Education Classes

How to display a list of event attendees on the frontend of your website.

Show Event Attendees On Your Event Page

Display event details in a tabbed layout format

Event Details Tabbed Layout

Setting Up Events

Learn how members can register for events on your association's website.

Member Event Registration from Frontend Website

Learn how to register attendees for events from the backend of Novi.

Register Attendees for Events as an Admin

What to do when an event attendee pays with a check.

Registering an Event Attendee who Paid with a Check

Learn about the filters and display options for attendee info, how to download an attendee list, and view specific attendee records.

Navigating Event Attendee Lists

Learn how to configure event tickets to require login for registration, whether for all users, members only, specific member types, or designated groups.

How to Require Users to Login for Event Registrations

Learn how to change the attendee on an event registration, including updates to Novi Guest registrations.

Update an Attendee Name or Transfer an Event Registration to a Different Attendee

What to do when you need to move an event attendee registration from one event to another.

Transferring Event Registrations Between Events

Learn how to cancel an event registration with a full refund, a cancelation fee, or no refund at all.

Cancel an Event Registration

Learn how to find cancelled event registrations and associate information, including accounting transactions and the user who cancelled it.

Find Cancelled Event Registrations

Refunding Event Cancellations After Credit Memo Has Been Issued

Learn how to safely make changes to an event registration form after its ticket has already been used to register attendees for an event.

Changing Fields on an Event Registration Form After Attendees Use the Ticket

Attendees can be registered in bulk from Novi Groups, Committees, Family Trees or from one event to another.

Bulk Register Attendees for Events as an Admin

Attendee Record Matching & Convert Guest Attendee to Member Record

Melisa Smith

Event Registration

How to share an event on different platforms and things you should know.

Share an Event by Email, Facebook or LinkedIn

How to send marketing emails to contacts or members that are not registered for specific events, using MailChimp.

MailChimp: Emailing Contacts Who Have Not Registered for an Event

Learn how to send custom emails to event attendees.

Email Event Attendees

Learn how to send one-off or use batch actions to bulk send a manual event registration confirmation email.

Manual Event Confirmation Email

See examples of different types of event emails that are sent from Novi.

Event Email Examples

Event Communications

Learn how admins can add continuing education credits to member records without using a Novi event ticket.

Manually Adding Credits for a Member in Novi

For registrations created in the admin, Novi does not automatically send Invoices or Sales Receipts to purchasers.

Deep Dive: Print & Email the Transactions Created by Admin Event Registrations

Learn how to put Novi AMS to work encouraging members to sponsor an event.

Five Ways Novi AMS Can Help Sell an Event Sponsorship

Learn how to add secondary calls to action (also called a CTA) to an event to promote sponsorships and other relevant information.

Add a Secondary Call to Action to an Event

Learn how to create a secondary call to action button that links to a PDF file.

Use a PDF File as an Event Secondary Call to Action

Learn how to lock down event registration to members who have paid their dues invoice.

Restrict Event Registration to Members with Paid Dues Invoices

The three ways you can view information in an event attendee list

Unique Event Attendee & Company List Views

Learn how to track attendance for events, committee meetings, board meetings, and education classes.

Track Meeting Attendance

Learn how to use Novi-generated QR codes so staff can check attendees in at events.

Check-in Event Attendees Using QR Codes

Deep Dives

Learn how to find historical events inside of the Novi AMS admin.

Find Past Events

Learn how to recover event registration data lost if a field name is changed on a ticket that already has been used to register attendees.

Troubleshooting: Retrieve event registration data lost after changing the fields on a ticket.

Learn how attendees can be missing from registrations, how to determine who the person is and how to ensure attendees appear in the future.

Event Attendee Names - To Require or Not Require?

Troubleshooting: Why is my event not showing on the front-end of my website?

How to ensure Novi & your books are clean in this scenario.

What To Do If An Attendee Registered & Paid For The Wrong Ticket Type

Troubleshooting: Event Details Edited on the Frontend are not Showing on the Backend.

Troubleshooting

Association Management Software

Find answers and get help from Intercom Support and Community Experts

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