Novi AMS

Admins can add continuing education credits (CEC/CEU) to member records directly from the activity timeline!

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

Learn how to use the event stage and Net Revenue metric to track ticket sales, discounts, and estimated revenue directly from the event backend.

Monitoring Event Financial Performance

Pete Zimek, CAE

Jenn Norman, CAE

Melisa Smith

Deep Dives

Create a custom design with text, images, and links

Association Management Software

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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