> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/customer-management/registration-forms/build-a-powerful-wholesale-registration-form.md).

# Build a Powerful Wholesale Registration Form

Integrate with Legacy Customer Login

Make onboarding B2B customers seamless, professional, and secure — without coding. With our Registration Form module, you can create customized signup forms to collect business info, manage approval workflows, and control access to wholesale rates.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FITxR5xtHQ5EVrhUOxzeo%2Fimage.png?alt=media&amp;token=e5db47aa-3fac-42a2-82b4-fc21588a84ba" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
This type of form is well-integrated with the [Legacy Customer Account](https://help.shopify.com/en/manual/customers/customer-accounts)
{% endhint %}

#### 🔧 Step 1: Turn On the Registration Feature

* Head to **Customer Management** and enable the **Registration Forms** option.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FBtRZFYbjIItEQU9L5DTp%2Fimage.png?alt=media&amp;token=af5fa1e1-d656-4d6c-869b-2b2b70e81f8c" alt=""><figcaption></figcaption></figure>

* Once activated, go to **Configuration** and click **Create Form** to begin.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FR9Urjv8qKmYGFPFWqbTA%2Fimage.png?alt=media&amp;token=0e74c5e6-e0a7-4398-82a3-acb41305190f" alt=""><figcaption></figcaption></figure>

### ✍️ Step 2: Customize Your Wholesale Form

Design a form that fits your business needs by choosing from built-in fields or adding your own.

* Name your form (e.g. “Wholesale Signup”)
* Add essential fields like **company name**, **business license**, **tax ID**, **address**, or **phone** (phone numbers provided in this field automatically sync to the customer's Primary Contact Phone Number in their Shopify Customer profile upon approval)
* Include file upload fields to collect verification documents (e.g. PDF, JPG), up to 2 MB
* Use the live **preview pane** to see how the form looks as you edit

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2F6lyVnVKYDzOCBnHu1Bug%2Fimage.png?alt=media&amp;token=1f57e62a-6f62-4a0f-96f5-cafd0f652c5b" alt=""><figcaption></figcaption></figure>

### ⚙ Step 3: Advanced Settings & Styling

Enhance your form’s functionality, layout, and branding:

* **Custom Form Title & Text Alignment**:
  * Set a customer-facing **Form Title** independently from internal rule names.
  * Choose **Text Alignment** (**Left**, **Center**, or **Right**) for the form heading, section titles, and description copy.
* **Auto-tag customers** who register (e.g. tag “wholesale”).

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fc8iRnafe0VTsRUhPMrZ1%2Fimage.png?alt=media&amp;token=567032bd-5279-4377-946f-969972fa3367" alt="" width="563"><figcaption></figcaption></figure>

* **Privacy Policy & Terms of Service**:
  * Enable the mandatory **Privacy Policy agreement** checkbox at Step 2.
  * Customize the exact hyperlink URL pointing to your store's legal policy page.

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FOzQiIcNA2MX3spdSs5R9%2Fimage.png?alt=media&amp;token=c072d7c9-8799-4f63-b693-5611eb029bc6" alt="" width="563"><figcaption></figcaption></figure>

* **Custom Form Colors**: Customize individual button colors (Submit button background and text), success banner colors, and validation error text colors per form.
* **Use reCAPTCHA** to prevent spam (just note: avoid enabling multiple spam filters at once).

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FCvXOgjR0e2XDdz9F4asO%2Fimage.png?alt=media&amp;token=aaabc31d-e1d7-45f8-baa5-fbae38ac44d5" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The reCAPTCHA function of B2B/ Wholesale Solution app can cause conflict when simultaneously turned on. Therefore, we strongly advise enabling only one spam protection method when using B2B Solution’s Registration Form.

You can turn off Shopify’s reCAPTCHA by going to Online store > Preference and locate the checkboxes under Spam Protection.
{% endhint %}

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2Fit8tBvvxXw77CzAAR5Iq%2Fimage.png?alt=media&amp;token=13ff0955-5c4e-4fc8-bfb1-de0939feeb3a" alt="" width="563"><figcaption></figcaption></figure>

* Configure **email notifications** so both you and your customers receive alerts, head to [Email configuration](/b2b-wholesale-solution/customer-management/registration-forms/manage-approve-and-notify-your-wholesale-customers.md)
* Set **approval rules**:

  * Auto-approve all registrations
  * Manually review and approve
  * Choose whether customers can sign up with inactive accounts

  Control **password behavior**:

  * Show a password field in the form (users set password immediately)
  * Hide it and send an invitation email instead so users can set up their password later

## 🚀 Step 4: Publish Your Registration Form

Once your form is ready, publish it to your storefront using an **App block** in your Shopify theme.\
The form will now appear where you place it, inviting wholesale customers to sign up for exclusive access and pricing.

{% embed url="<https://drive.google.com/file/d/1X2yKh3jyZcrieKc0iLdVcqijbV-2oAop/view?usp=sharing>" %}

#### 💡 Pro Tips

* If you're migrating from an older form version — Wholesale form V1, note that switching to the new form will reset customizations — reach out to support if you want help retaining your setup
* Always test your form yourself before going live to ensure all fields and notifications work as expected

<figure><img src="https://1478990334-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGolQYRPH9iUGYatlTXwl%2Fuploads%2FfwIWQyu1fMtR8Qg8ISpg%2Fimage.png?alt=media&amp;token=94c3b99e-3181-4086-a952-2e59ceaefc3b" alt=""><figcaption></figcaption></figure>

Before taking this action, please note that any of your customizations will be returned to default.

{% hint style="info" %}
If you need further assistance, please feel free to reach us at [**support-sbc@bsscommerce.com**](mailto:support-sbc@bsscommerce.com) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740).
{% endhint %}