Novi AMS

Learn more about the 3 options available for a Member Type's Category in Novi AMS

Overview of Member Type Categories

How to create a membership option for new signups in Novi AMS.

Create a New Member Type

Dial in your association's member type settings, dues renewals and accounting.

Member Type Settings

Learn how to require your staff's approval for a new member to receive member benefits.

Require Approval for New Memberships

Learn how to create a custom welcome email for new members.

Enable and Edit the Pending Membership and New Member Welcome Emails

Learn how to flow member benefits to non-dues paying members.

Member Benefits Flow

Learn how to define when an expired member should be treated as a new vs existing during the renewal process and why it's important.

Defining "New Member" vs "Existing Member"

For Calendar Renewals: Give members a smoother process when they join near the end of the year.

Multi-Year Initial Terms

If a member doesn't pay their own dues, assign a different Default Billable Party for Membership Dues!

Default Billable Party for Dues

Learn more about how to adjust calendar renewal expiration dates.

Adjusting Calendar Renewal Expiration Dates

Jenn Norman, CAE

Pete Zimek, CAE

Lane Gibbs

Setting up and managing member types in Novi.

Member Type Configuration & Settings

Association Management Software

Find answers and get help from Intercom Support and Community Experts

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