Learn more below!​

Details at a Glance:

Please join us for our rescheduled Member Health™ Feature Launch Roundtable on September 10! Originally unveiled at Novi Summit 2025 and now in a soft-launch period, Member Health™ is our new AI-powered tool that predicts which members are at risk of not renewing.

This session will showcase its enhanced features and updated model, plus explore use cases and how it can integrate into your day-to-day workflows as it automatically rolls out for most customers.

Two more dates left for the Novi Road Show! Join us in Dallas or Richmond for in-person trainings designed for both new users and those needing a refresher.

Each half-day session covers the basics - membership, events, groups, directories, reporting, and more. While geared toward beginners, all are welcome! Just bring your laptop and questions - we’ll provide the rest.

Remaining Locations & Dates:

We’re excited to offer dedicated weekly Office Hours, providing you with the opportunity to ask questions, get real-time support, and collaborate directly with the Novi team. Stop by anytime during the scheduled hour, and feel free to leave when you’re ready. Please note, pre-registration is required. We look forward to seeing you there!
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Novi provides free online group training sessions every month, covering a range of Novi-specific topics. We've recently added "Welcome to Novi" trainings for new team members, and special trainings for Constant Contact/MailChimp users on 9/17!

If you can’t attend a live session, don’t worry - we've got you covered with recordings to review at your convenience!
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For those using Novi Pay, Special Accounting Privileges (SAP) admins can now create custom invoices and sales receipts for one-off transactions directly in Novi, without having to go into QuickBooks Online!

While these custom transactions should not replace standard processes like adding members, registering for events, or placing orders (which track other important data like membership dates and event participation!), this gives you the ability to generate transactions from scratch for unique situations. And even better, unpaid transactions can be edited as needed by SAP admins.

Custom invoices and sales receipts can be generated from the Quick Create section or a member’s record.
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>> Learn More: Custom Invoices and Sales Receipts

Thanks to the attendees at Novi Summit 2025 for voting for this feature in our annual "You Decide the Future" session!

Personalize your admin experience with the new User Preferences page, found in the right-hand gear icon on the backend > Settings section!

This new page allows you to set a default admin landing page (i.e., Members, Accounting, Events, etc.) as well as a default tab that member records open to when you select them (i.e., Timeline, Engagement, Files, etc.), so the information you use most is always front and center.

This page also centralizes key account settings - like password management and your multi-factor authentication settings, all in one place.
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>> Learn More: Admin User Preferences

We’ve redesigned directory settings to give you more control over what appears in your directory and make editing easier than ever!

Directory edits now open in a full-page view with a searchable sidebar, a complete member list, and organized settings. The new Directory Members tab shows all records in the directory and includes a “Hide on Website” column so you can hide members from the frontend website directly from the list.
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A few settings have also been relocated to make things more intuitive, with the addition of a new "Hide People Profiles From Directory List View" toggle that hides individual profiles from the main directory, while keeping their profiles accessible within company profiles (great for those with individual members who only want to feature their related parent companies!).

Finally, Profile Pages can now be fully managed in one place, including system/member fields, custom fields, group participation, and committee participation. Member fields have Show/Hide toggles, and directories using Featured Listings can now set fields to “Basic” or “Basic & Featured” on a field-by-field basis, per directory. New non-dues revenue opportunities anyone??
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>> Learn More: A Guide to the Member Directory

Big news! Members paying a subscription invoice can now easily opt into auto-pay for future subscription renewals, ensuring their subscription gets paid without manual invoice payments each time.

The checkout screen for invoiced subscriptions will now show a “Auto-Pay Future Subscriptions” section to the user. If someone would like to switch to credit card or ACH payments for their subscription, they can do so when they pay their next renewal.

Additionally, in the Member Compass > Orders section, we’ve updated the “Cancel Subscription” button so it now turns off future subscription renewals while keeping the subscription active until its original end date.
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>> Learn More: Subscription Renewals

In Member Compass > My Events, events are now organized into new Upcoming Events and Past Events tabs, making it easier for members to quickly find what’s next without scrolling through all past events. Upcoming events show in chronological order, with “Today’s Events” highlighted in a section at the top.
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>> Learn More: Member Compass 'My Events'

Easily track how your revenue has changed over time with our new Revenue Change Summary Report, now available under Reports > Financial Reports in the backend.

Unlike the Item Sales report, which includes everything sold, this report focuses only on recognized revenue - excluding liability accounts (deferred dues or PAC donations, anyone?) - and using live data pulled directly from your QuickBooks Online (QBO) Profit & Loss report.

>> Learn More: Revenue Change Summary Report