For the complete documentation index, see llms.txt. This page is also available as Markdown.

πŸ“Registration Forms

Not everyone should have immediate access to your wholesale pricingβ€”and you shouldn’t have to vet customers manually. That’s where Registration Forms come in: a customizable system designed to help you:

  • Capture essential business information like company name, tax IDs, permits, or documents

  • Enforce approval workflows β€” auto-approve or manually review each application

  • Ensure that only verified buyers see your wholesale pricing and features

  • Automate tagging, notifications, and filtering based on form responses

  • Publish forms seamlessly on your storefront, supporting single-page or multi-step flows

🧭 Where to find it

In the Shopify admin, open the app and go to B2B customers β€Ί Registration Forms. The page has a title row with the module name, its status badge and the on/off switch. Turn the switch on so your forms load on the storefront.

  • Tabs on the module home: Forms (your list of forms) and Applications (every submission waiting for your decision).

  • Header buttons: Email templates and Conditional logic.

  • More actions menu: Tax ID checker, Translations, reCAPTCHA, Import & export and Theme settings.

  • Guide: opens the in-app Help center for the page you are on.

Registration Forms module home
Registration Forms module home
I want to…
Go to

Build a single-page wholesale form

Build a form with several steps inside customer accounts

Show or hide fields depending on earlier answers

Verify EU VAT, ABN, GST, UK VAT or US EIN numbers

Use my own Google reCAPTCHA keys

Review, approve, reject or email applicants

Check which emails were sent

Bring in or export customers

πŸ“Build a Powerful Wholesale Registration Form🧩Set Up a Multi-Step Registration FormπŸ“’Publish Your Wholesale Registration Form to Your StorefrontπŸ‘₯Manage, Approve, and Notify Your Wholesale Customers

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